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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
601
Wealthcare Advisory Partners
Pennsylvania
$752K +$228K +6,718 +46%
TSWM
602
Tyler-Stone Wealth Management
Ohio
$749K +$5.3K +156 +0.7%
PCMF
603
Private Capital Management (Florida)
Florida
$747K +$25.4K +748 +4%
MPCG
604
Matrix Private Capital Group
New York
$729K -$8.84K -260 -1%
W
605
WealthOne
New York
$725K +$139K +4,074 +25%
SWM
606
SeaCrest Wealth Management
New York
$724K +$143K +4,204 +26%
CPO
607
Cerity Partners OCIO
New York
$723K +$697K +20,508 New
PIA
608
Powell Investment Advisors
Florida
$722K +$1.63K +48 +0.2%
SC
609
Scotia Capital
Ontario, Canada
$716K +$53.9K +1,584 +8%
RVPG
610
Relative Value Partners Group
$716K -$6.32K -186 -0.9%
SFP
611
Shepherd Financial Partners
Massachusetts
$715K -$1.84K -54 -0.3%
SC
612
Stolper & Co
Oklahoma
$714K -$30.4K -894 -4%
CFS
613
CRA Financial Services
New Jersey
$713K – – –
TYCC
614
Texas Yale Capital Corp
Florida
$710K – – –
MSAM
615
Moloney Securities Asset Management
Missouri
$706K -$10.1K -298 -1%
SIC
616
Salem Investment Counselors
North Carolina
$705K – – –
TC
617
Titleist Capital
Texas
$704K +$41K +1,206 +6%
CWM
618
Chesapeake Wealth Management
Virginia
$701K +$612 +18 +0.1%
ACA
619
Atlas Capital Advisors
Wyoming
$697K -$457K -13,448 -40%
WANY
620
Wealthspire Advisors (New York)
New York
$696K +$125K +3,670 +23%
MAM
621
MMA Asset Management
Pennsylvania
$696K +$25.3K +744 +4%
MW
622
Marcum Wealth
Ohio
$690K +$169K +4,980 +34%
WP
623
WealthShield Partners
North Carolina
$690K +$952 +28 +0.1%
JIP
624
Jaffetilchin Investment Partners
Florida
$688K +$230K +6,756 +53%
DCM
625
Donaldson Capital Management
Indiana
$680K +$656K +19,304 New
23 24
25
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