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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$200K -$33.4K -1,084 -15%
AL
627
Aspiriant LLC
California
$200K -$18.4K -596 -9%
CCMW
628
Cypress Capital Management (Wyoming)
Wyoming
$200K +$2.84K +92 +2%
RIA
629
Realta Investment Advisors
Delaware
$190K -$14.1K -456 -7%
ATC
630
Adirondack Trust Company
New York
$190K – – –
DWA
631
Dougherty Wealth Advisers
Minnesota
$186K – – –
ACA
632
Atlas Capital Advisors
Wyoming
$181K +$8.02K +260 +5%
BG
633
Bollard Group
Massachusetts
$180K +$1.3K +42 +0.8%
APW
634
Acima Private Wealth
Virginia
$174K – – –
LWM
635
Liberty Wealth Management
California
$167K -$8.82K -286 -5%
CAN
636
Claraphi Advisory Network
United States
$161K +$154K +4,980 New
VFA
637
Valeo Financial Advisors
Indiana
$158K +$10.2K +332 +7%
SAS
638
Stelac Advisory Services
New York
$141K +$8.27K +268 +7%
PW
639
Price Wealth
Texas
$140K +$61.9K +2,006 +87%
SBSB
640
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K +$128K +4,134 New
M
641
MOTCO
Texas
$133K – – –
WCG
642
Weaver Consulting Group
California
$130K -$92.6K -3,000 -41%
PCG
643
Private Capital Group
Connecticut
$130K – – –
CIM
644
Contravisory Investment Management
Massachusetts
$130K +$48.7K +1,578 +65%
MWP
645
MYCIO Wealth Partners
Pennsylvania
$129K +$494 +16 +0.4%
AIM
646
Acropolis Investment Management
Missouri
$122K – – –
FM
647
Fondren Management
Texas
$121K +$37K +1,200 New
POIA
648
Pin Oak Investment Advisors
Texas
$118K – – –
LDFR
649
Lehman & Derafelo Financial Resources
Pennsylvania
$116K – – –
ZB
650
Zions Bancorporation
Utah
$116K +$18K +584 +19%
24 25
26
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