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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
651
First Personal Financial Services
North Carolina
$18K +$18.8K +690 New
HCM
652
Highlander Capital Management
New Jersey
$17K -$17.8K -654 -50%
PGWM
653
Parisi Gray Wealth Management
New Jersey
$17K – – –
SIS
654
Sound Income Strategies
Florida
$16K -$1.79K -66 -10%
CHP
655
Cable Hill Partners
Oregon
$16K – – –
LWS
656
Lucia Wealth Services
California
$16K – – –
LYV
657
Live Your Vision
Pennsylvania
$15K – – –
HT
658
Heritage Trust
Oklahoma
$14K – – –
LFG
659
LifePlan Financial Group
Ohio
$14K – – –
LWM
660
Lenox Wealth Management
Ohio
$13K -$144K -5,298 -93%
M
661
MOTCO
Texas
$13K -$6.9K -254 -33%
IC
662
Inscription Capital
Texas
$13K +$13.5K +498 New
VCM
663
Versant Capital Management
Arizona
$13K +$13.6K +500 New
CAL
664
Capital Analysts LLC
Pennsylvania
$11K – – –
IFAM
665
Institutional & Family Asset Management
Colorado
$11K – – –
KPCM
666
Kings Point Capital Management
New York
$11K – – –
NPP
667
New Potomac Partners
Maryland
$11K – – –
RFA
668
Reilly Financial Advisors
California
$11K +$5.43K +200 +100%
TL
669
TrueWealth LLC
Georgia
$10K – – –
TODC
670
Trustees of Dartmouth College
New Hampshire
$10K +$10.7K +392 New
FCMT
671
Founders Capital Management (Texas)
Texas
$9K – – –
PFSC
672
Peoples Financial Services Corp
Pennsylvania
$9K – – –
S
673
SignatureFD
Georgia
$9K +$2.72K +100 +42%
CBT
674
Capital Bank & Trust
California
$9K +$9.51K +350 New
JA
675
JOYN Advisors
Georgia
$8K -$924 -34 -10%
25 26
27
28 29