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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
551
Nvest Financial
New Hampshire
$755K +$547K +16,130 +262%
SHFP
552
Second Half Financial Partners
Florida
$748K -$3.8K -112 -0.5%
KWM
553
Keebeck Wealth Management
Illinois
$748K – – –
SSW
554
Stone Summit Wealth
Florida
$746K -$61.7K -1,820 -8%
CI
555
Clal Insurance
Israel
$745K – – –
TPWA
556
TRUE Private Wealth Advisors
Oregon
$726K -$47.7K -1,408 -6%
FNBT
557
FineMark National Bank & Trust
Florida
$724K -$25.6K -754 -3%
AFS
558
AFG Fiduciary Services
Massachusetts
$723K +$137K +4,030 +23%
SLWA
559
San Luis Wealth Advisors
California
$721K -$13.2K -390 -2%
WP
560
WealthShield Partners
North Carolina
$719K +$56.7K +1,672 +9%
TW
561
Transform Wealth
Colorado
$698K -$2.24M -66,156 -76%
MAM
562
MMA Asset Management
Pennsylvania
$693K +$25.4K +748 +4%
AWM
563
Axxcess Wealth Management
California
$692K -$2.89M -85,368 -81%
PIA
564
Powell Investment Advisors
Florida
$691K -$1.63K -48 -0.2%
SWM
565
SeaCrest Wealth Management
New York
$690K -$5.42K -160 -0.8%
CFS
566
CRA Financial Services
New Jersey
$689K +$3.8K +112 +0.6%
RVPG
567
Relative Value Partners Group
$687K – – –
TYCC
568
Texas Yale Capital Corp
Florida
$682K – – –
RCA
569
Resonant Capital Advisors
Wisconsin
$677K -$232K -6,858 -26%
IHL
570
Investment House LLC
California
$677K +$203K +6,000 +43%
CWM
571
Chesapeake Wealth Management
Virginia
$674K +$1.7K +50 +0.3%
W
572
WealthOne
New York
$669K -$27.5K -810 -4%
MSAM
573
Moloney Securities Asset Management
Missouri
$668K -$9.42K -278 -1%
RSWM
574
Robertson Stephens Wealth Management
California
$668K -$188K -5,550 -22%
SC
575
Scotia Capital
Ontario, Canada
$667K -$20K -590 -3%
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