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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
626
Per Stirling Capital Management
Texas
$511K – – –
WP
627
WealthSource Partners
California
$511K +$136K +4,030 +35%
FFA
628
Fairfield Financial Advisors
Massachusetts
$505K +$18.2K +540 +4%
BCA
629
Bay Colony Advisors
Massachusetts
$501K -$104K -3,086 -17%
JGUA
630
John G. Ullman & Associates
New York
$497K +$72.2K +2,144 +16%
AC
631
AlphaCore Capital
California
$496K +$509K +15,112 +25,187%
CCFM
632
Clear Creek Financial Management
Washington
$495K -$39.3K -1,166 -7%
KFGK
633
Keystone Financial Group (Kentucky)
Kentucky
$487K +$502K +14,898 New
WT
634
Whittier Trust
California
$483K +$13.3K +396 +3%
NSG
635
Nalls Sherbakoff Group
Tennessee
$482K – – –
CIA
636
Cladis Investment Advisory
Montana
$480K +$135 +4 +0%
SSWM
637
Strait & Sound Wealth Management
California
$478K +$229K +6,816 +87%
RHP
638
Royal Harbor Partners
Texas
$476K -$12.5K -370 -2%
EIA
639
Eldridge Investment Advisors
New Hampshire
$474K – – –
AFO
640
Allie Family Office
Florida
$472K +$9.76K +290 +2%
SFA
641
Sequoia Financial Advisors
Ohio
$471K -$71.8K -2,134 -13%
BFG
642
Berger Financial Group
Minnesota
$470K +$11.9K +354 +3%
KC
643
Kades & Cheifetz
Pennsylvania
$468K -$4.24K -126 -0.9%
EWM
644
Endurance Wealth Management
Rhode Island
$467K -$36.4K -1,080 -7%
WIM
645
Westside Investment Management
California
$466K – – –
JIP
646
Jaffetilchin Investment Partners
Florida
$466K +$21.1K +628 +5%
TA
647
TrueWealth Advisors
Alabama
$462K -$17.9K -532 -4%
MTC
648
McDaniel Terry & Co
Texas
$462K +$140K +4,158 +42%
JHCP
649
Jackson Hole Capital Partners
Oklahoma
$460K -$29.1K -864 -6%
MWPCG
650
Measured Wealth Private Client Group
New Hampshire
$457K -$136K -4,050 -22%
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