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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
551
Heritage Trust
Oklahoma
$11K – – –
KPCM
552
Kings Point Capital Management
New York
$11K +$55 +2 +0.5%
NPP
553
New Potomac Partners
Maryland
$11K +$11K +400 New
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$10K -$9.6K -350 -47%
RFA
555
Reilly Financial Advisors
California
$10K -$384 -14 -4%
MWM
556
MinichMacGregor Wealth Management
New York
$10K – – –
RFM
557
Royal Fund Management
Florida
$10K +$9.16K +334 +491%
WIM
558
Westside Investment Management
California
$8.81K – – –
SFG
559
SevenBridge Financial Group
Pennsylvania
$8K – – –
LC
560
Landaas & Company
Wisconsin
$8K +$8.39K +306 New
M
561
MOTCO
Texas
$7K – – –
WWMSC
562
Wagner Wealth Management (South Carolina)
South Carolina
$7K +$7.24K +264 New
PMFA
563
Plante Moran Financial Advisors
Michigan
$6K – – –
FCAS
564
First Command Advisory Services
Texas
$6K +$6.14K +224 New
KJWM
565
Kiley Juergens Wealth Management
Washington
$6K +$7.13K +260 New
SPI
566
Santori & Peters Inc
Pennsylvania
$6K +$7.29K +266 New
GTAM
567
Global Trust Asset Management
Florida
$5K +$5.48K +200 New
HI
568
Hudock Inc
Pennsylvania
$5K +$5.48K +200 New
AIS
569
Accurate Investment Solutions
Pennsylvania
$4K – – –
DPA
570
Delphi Private Advisors
California
$4K – – –
HS
571
Horan Securities
United States
$4K – – –
CWM
572
Catamount Wealth Management
Connecticut
$4K +$4.66K +170 New
TAIM
573
TD Ameritrade Investment Management
Nebraska
$3K -$1.81K -66 -41%
AFIA
574
America First Investment Advisors
Nebraska
$3K +$2.74K +100 New
AC
575
Avestar Capital
New York
$3K +$4.06K +148 New
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