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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
626
Dougherty Wealth Advisers
Minnesota
$186K – – –
ACA
627
Atlas Capital Advisors
Wyoming
$181K +$8.02K +260 +5%
BG
628
Bollard Group
Massachusetts
$180K +$1.3K +42 +0.8%
APW
629
Acima Private Wealth
Virginia
$174K – – –
LWM
630
Liberty Wealth Management
California
$167K -$8.82K -286 -5%
CAN
631
Claraphi Advisory Network
United States
$161K +$154K +4,980 New
VFA
632
Valeo Financial Advisors
Indiana
$158K +$10.2K +332 +7%
SAS
633
Stelac Advisory Services
New York
$141K +$8.27K +268 +7%
PW
634
Price Wealth
Texas
$140K +$61.9K +2,006 +87%
SBSB
635
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K +$128K +4,134 New
M
636
MOTCO
Texas
$133K – – –
WCG
637
Weaver Consulting Group
California
$130K -$92.6K -3,000 -41%
PCG
638
Private Capital Group
Connecticut
$130K – – –
CIM
639
Contravisory Investment Management
Massachusetts
$130K +$48.7K +1,578 +65%
MWP
640
MYCIO Wealth Partners
Pennsylvania
$129K +$494 +16 +0.4%
AIM
641
Acropolis Investment Management
Missouri
$122K – – –
FM
642
Fondren Management
Texas
$121K +$37K +1,200 New
POIA
643
Pin Oak Investment Advisors
Texas
$118K – – –
LDFR
644
Lehman & Derafelo Financial Resources
Pennsylvania
$116K – – –
ZB
645
Zions Bancorporation
Utah
$116K +$18K +584 +19%
LWM
646
Lenox Wealth Management
Ohio
$115K +$33.3K +1,078 +44%
CB
647
Community Bank
New York
$112K – – –
RCA
648
Rowland Carmichael Advisors
Arizona
$110K +$104K +3,384 New
WT
649
Whittier Trust
California
$109K +$38.5K +1,248 +59%
BEAM
650
Baker Ellis Asset Management
Washington
$104K +$98.7K +3,200 New
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