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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
551
Matisse Capital
Oregon
$479K +$3.24K +96 +0.7%
CC
552
Courier Capital
New York
$473K – – –
MGIA
553
Moneta Group Investment Advisors
Missouri
$471K +$26.8K +794 +6%
BPA
554
Beacon Pointe Advisors
California
$469K -$301K -8,910 -40%
JIP
555
Jaffetilchin Investment Partners
Florida
$468K +$29.1K +862 +7%
TRCT
556
Tower Research Capital (TRC)
New York
$467K -$140K -4,160 -24%
VWA
557
Visionary Wealth Advisors
Illinois
$466K +$439K +13,012 New
MWM
558
Marion Wealth Management
Pennsylvania
$464K +$437K +12,964 New
BFP
559
Briaud Financial Planning
Texas
$459K +$433K +12,838 New
PFSC
560
Peoples Financial Services Corp
Pennsylvania
$458K +$30.4K +900 +8%
WB
561
WesBanco Bank
West Virginia
$457K +$50.7K +1,502 +13%
KFGK
562
Keystone Financial Group (Kentucky)
Kentucky
$455K +$65K +1,928 +18%
SI
563
Stephens Inc
Arkansas
$454K +$27K +800 +7%
TCB
564
Texas Capital Bancshares
Texas
$449K -$53.2K -1,576 -11%
EL
565
Essex LLC
Illinois
$449K +$41.8K +1,240 +11%
RPCONE
566
Retirement Planning Company of New England
Rhode Island
$445K +$419K +12,432 New
PWM
567
Prentice Wealth Management
New York
$442K +$416K +12,326 New
WEPOG
568
Wealth Enhancement & Preservation of GA
Georgia
$441K +$43.7K +1,296 +12%
JAG
569
Journey Advisory Group
Kentucky
$440K -$10.1K -300 -2%
SP
570
Successful Portfolios
Florida
$439K -$2.02K -60 -0.5%
MSFS
571
Main Street Financial Solutions
Pennsylvania
$439K +$95.3K +2,826 +30%
FAT
572
First American Trust
California
$438K +$23.6K +700 +6%
LSA
573
Lion Street Advisors
Texas
$435K – – –
SG
574
Stonnington Group
California
$434K – – –
3F
575
360 Financial
Minnesota
$433K +$13.6K +404 +3%
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