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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K -$318K -11,430 -68%
APW
577
Acima Private Wealth
Virginia
$156K -$296K -10,658 -66%
LWM
578
Liberty Wealth Management
California
$151K -$36.3K -1,306 -20%
IWA
579
Intercontinental Wealth Advisors
Texas
$148K – – –
POIA
580
Pin Oak Investment Advisors
Texas
$146K +$1.61K +58 +1%
AIM
581
Axiom Investment Management
New York
$130K +$124K +4,470 New
PCIA
582
Prime Capital Investment Advisors
Kansas
$125K +$120K +4,312 New
M
583
MOTCO
Texas
$120K +$100K +3,610 +711%
PCG
584
Private Capital Group
Connecticut
$116K – – –
BHWM
585
Bay Harbor Wealth Management
Maryland
$107K -$41.8K -1,502 -29%
FPS
586
Fieldpoint Private Securities
Connecticut
$106K -$118K -4,250 -54%
LDFR
587
Lehman & Derafelo Financial Resources
Pennsylvania
$104K – – –
CB
588
Community Bank
New York
$101K – – –
DSC
589
Duncker Streett & Co
Missouri
$100K – – –
RCA
590
Rowland Carmichael Advisors
Arizona
$98K +$278 +10 +0.3%
GWMIA
591
Global Wealth Management Investment Advisory
Florida
$97K -$233K -8,388 -71%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$34.8K +1,252 +65%
SWA
593
Sutton Wealth Advisors
Florida
$88.1K – – –
MA
594
MCF Advisors
Kentucky
$87K – – –
NSIM
595
North Star Investment Management
Illinois
$87K +$50.2K +1,806 +151%
RIA
596
Realta Investment Advisors
Delaware
$87K +$82.6K +2,972 New
CI
597
CX Institutional
Indiana
$85K +$60.1K +2,160 +278%
AIM
598
Advantage Investment Management
Iowa
$84K -$7.79K -280 -9%
BBNA
599
Bremer Bank National Association
Minnesota
$82K +$77.5K +2,786 New
CAL
600
Capital Analysts LLC
Pennsylvania
$79K +$65.2K +2,344 +586%
22 23
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