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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
601
Johnson Investment Counsel
Ohio
$655K +$47.9K +1,306 +7%
CWM
602
Chesapeake Wealth Management
Virginia
$651K +$59.7K +1,628 +9%
AL
603
Aspiriant LLC
California
$644K +$497K +13,550 +222%
WP
604
WealthShield Partners
North Carolina
$640K -$53.6K -1,462 -7%
NFSG
605
Newbridge Financial Services Group
Florida
$632K +$119K +3,240 +20%
PA
606
Procyon Advisors
Connecticut
$630K +$177K +4,822 +33%
EAM
607
Evanson Asset Management
California
$628K +$38.1K +1,040 +6%
WIA
608
World Investment Advisors
California
$626K -$8.65K -236 -1%
MAM
609
MMA Asset Management
Pennsylvania
$622K +$96.3K +2,628 +16%
HFA
610
High Falls Advisors
New York
$618K -$280K -7,642 -29%
WCM
611
Windsor Capital Management
Arizona
$617K -$13.1K -358 -2%
TMWM
612
Taylor & Morgan Wealth Management
Michigan
$615K +$302K +8,230 +78%
TC
613
Titleist Capital
Texas
$614K -$392K -10,686 -36%
BF
614
BOK Financial
Oklahoma
$613K +$19.9K +544 +3%
SC
615
Scotia Capital
Ontario, Canada
$613K +$28.1K +766 +4%
LPT
616
Legacy Private Trust
Wisconsin
$613K +$685K +18,704 New
CG
617
CFO4Life Group
Texas
$612K +$32.4K +884 +5%
BBVA
618
Banco Bilbao Vizcaya Argentaria
Spain
$609K -$5.09M -138,990 -88%
CAG
619
Curtis Advisory Group
California
$608K +$52.9K +1,444 +8%
BSB
620
Bangor Savings Bank
Maine
$600K -$2.79K -76 -0.4%
PVH
621
Psagot Value Holdings
Israel
$599K +$670K +18,280 New
HAS
622
HBW Advisory Services
California
$596K -$3.49M -95,162 -84%
AAM
623
Augustine Asset Management
Florida
$596K – – –
TFA
624
Teamwork Financial Advisors
Texas
$596K +$667K +18,190 New
CWM
625
Comprehensive Wealth Management
Washington
$596K +$17.7K +484 +3%
23 24
25
26 27