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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCS
601
CDM Financial Counseling Services
Connecticut
$1.5M +$12K +268 +0.8%
SIC
602
Samalin Investment Counsel
New York
$1.5M +$2.78K +62 +0.2%
RIA
603
Realta Investment Advisors
Delaware
$1.47M +$477K +10,640 +50%
CCFM
604
Clear Creek Financial Management
Washington
$1.47M -$8.16K -182 -0.6%
PFSC
605
Peoples Financial Services Corp
Pennsylvania
$1.46M -$33K -735 -2%
HFS
606
Horizon Financial Services
North Carolina
$1.46M +$445K +9,921 +45%
SFG
607
Shum Financial Group
California
$1.45M +$1.71K +38 +0.1%
PVI
608
Pine Valley Investments
New Jersey
$1.45M +$5.88K +131 +0.4%
CAL
609
Capital Advisors Ltd
Ohio
$1.45M +$10.8K +241 +0.8%
HFW
610
Horizon Family Wealth
Illinois
$1.45M +$33.1K +737 +2%
AAP
611
Arax Advisory Partners
Colorado
$1.44M +$518K +11,545 +58%
TW
612
ticino wealth
California
$1.44M -$50.2K -1,120 -4%
FTA
613
Financial & Tax Architects
Missouri
$1.43M -$10.5K -233 -0.7%
SG
614
Sharper & Granite
California
$1.43M -$498K -11,092 -26%
AAS
615
Ameritas Advisory Services
Nebraska
$1.43M -$130K -2,905 -9%
PIMG
616
Patriot Investment Management Group
Tennessee
$1.42M – – –
HSA
617
HBK Sorce Advisory
Pennsylvania
$1.42M +$60.9K +1,357 +4%
PI
618
Parkside Investments
Illinois
$1.42M +$44.9K +1,000 +3%
CAMG
619
CWA Asset Management Group
Florida
$1.42M -$124K -2,769 -8%
HAS
620
HBW Advisory Services
California
$1.41M +$289K +6,440 +26%
PI
621
PineBridge Investments
New York
$1.41M -$181K -4,028 -12%
EWS
622
Evergreen Wealth Solutions
Pennsylvania
$1.4M +$1.37M +30,494 New
EL
623
Essex LLC
Illinois
$1.39M +$67.7K +1,508 +5%
NF
624
Nvest Financial
New Hampshire
$1.38M -$25.2K -561 -2%
BWM
625
Bluebird Wealth Management
Massachusetts
$1.37M +$28.1K +627 +2%
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