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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
GAMCO Investors
Connecticut
$296K -$72.5K -2,350 -20%
CPA
552
Clear Perspective Advisors
Illinois
$296K – – –
APP
553
Avantax Planning Partners
Iowa
$294K +$54.1K +1,754 +24%
CCM
554
Crabel Capital Management
California
$293K -$8.82K -286 -3%
FF
555
Friedenthal Financial
New Jersey
$291K -$3.92M -126,958 -93%
EA
556
Elm Advisors
California
$291K – – –
FNFDCM
557
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$291K – – –
BPWA
558
Beacon Pointe Wealth Advisors
California
$291K +$52.8K +1,712 +23%
CWP
559
Capital Wealth Planning
Florida
$289K +$275K +8,922 New
RIM
560
Rampart Investment Management
Connecticut
$286K +$56.1K +1,818 +26%
HW
561
Hancock Whitney
Mississippi
$283K +$57.1K +1,850 +27%
PSF
562
Pacific Sun Financial
California
$282K -$6.17K -200 -2%
LC
563
Lavaca Capital
Texas
$280K +$267K +8,654 New
KTA
564
Keeley-Teton Advisors
Illinois
$279K -$3.08M -99,934 -92%
OIA
565
Optimum Investment Advisors
Illinois
$279K +$494 +16 +0.2%
FIB
566
First Interstate Bank
Montana
$278K -$7.34K -238 -3%
CCM
567
Compton Capital Management
Rhode Island
$278K – – –
CWA
568
Clarus Wealth Advisors
Arizona
$278K +$9.56K +310 +4%
WIC
569
Whitegate Investment Counselors
New Hampshire
$278K +$15.4K +500 +6%
AIP
570
Ahrens Investment Partners
Louisiana
$277K – – –
KIG
571
Kessler Investment Group
Indiana
$274K +$1.85K +60 +0.7%
UCMOK
572
United Capital Management of KS
Kansas
$274K +$48.4K +1,568 +23%
MC
573
Mathes Company
New York
$272K – – –
CT
574
Coastline Trust
Rhode Island
$270K -$926 -30 -0.4%
JIR
575
James Investment Research
Ohio
$270K +$183K +5,936 +248%
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