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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
DW
626
Domani Wealth
Pennsylvania
$595K – – –
AWM
627
Atticus Wealth Management
Florida
$589K – – –
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
California
$576K +$152K +4,140 +31%
GWM
629
Greenwich Wealth Management
Connecticut
$573K -$37K -1,010 -5%
KC
630
Kenfarb & Co
Kentucky
$573K – – –
TAM
631
Tocqueville Asset Management
New York
$570K – – –
GFG
632
Greystone Financial Group
Michigan
$567K +$239K +6,522 +60%
SWA
633
Stratos Wealth Advisors
Ohio
$561K -$3.32M -90,536 -84%
WPC
634
White Pine Capital
Minnesota
$561K – – –
PSIWM
635
Paradigm Strategies in Wealth Management
Minnesota
$560K +$33.6K +918 +6%
JWA
636
JFS Wealth Advisors
Pennsylvania
$560K +$51.4K +1,402 +9%
CGH
637
CMG Global Holdings
Texas
$557K – – –
SYBT
638
Stock Yards Bank & Trust
Kentucky
$556K +$73.3K +2,000 +13%
EGA
639
E&G Advisors
Texas
$554K +$125K +3,400 +25%
GT
640
Greenleaf Trust
Michigan
$551K – – –
BWP
641
Balboa Wealth Partners
Arizona
$549K +$614K +16,752 New
FNBOH
642
First National Bank of Hutchinson
Kansas
$548K – – –
FA
643
FDx Advisors
Illinois
$544K +$48.1K +1,312 +9%
IGWM
644
ICA Group Wealth Management
Colorado
$541K +$308K +8,396 +104%
W
645
WealthOne
New York
$540K -$34.3K -936 -5%
CCFM
646
Clear Creek Financial Management
Washington
$539K -$75.2K -2,052 -11%
RIA
647
Realta Investment Advisors
Delaware
$538K +$36.3K +990 +6%
SIA
648
Strategic Investment Advisors
Michigan
$537K -$92.2K -2,516 -13%
SWM
649
SeaCrest Wealth Management
New York
$535K -$21K -574 -3%
CP
650
Cumberland Partners
Ontario, Canada
$527K -$427K -11,642 -42%
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