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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
651
Lucia Wealth Services
California
$16K – – –
LYV
652
Live Your Vision
Pennsylvania
$15K – – –
HT
653
Heritage Trust
Oklahoma
$14K – – –
LFG
654
LifePlan Financial Group
Ohio
$14K – – –
LWM
655
Lenox Wealth Management
Ohio
$13K -$144K -5,298 -93%
M
656
MOTCO
Texas
$13K -$6.9K -254 -33%
IC
657
Inscription Capital
Texas
$13K +$13.5K +498 New
VCM
658
Versant Capital Management
Arizona
$13K +$13.6K +500 New
CAL
659
Capital Analysts LLC
Pennsylvania
$11K – – –
IFAM
660
Institutional & Family Asset Management
Colorado
$11K – – –
KPCM
661
Kings Point Capital Management
New York
$11K – – –
NPP
662
New Potomac Partners
Maryland
$11K – – –
RFA
663
Reilly Financial Advisors
California
$11K +$5.43K +200 +100%
TL
664
TrueWealth LLC
Georgia
$10K – – –
TODC
665
Trustees of Dartmouth College
New Hampshire
$10K +$10.7K +392 New
FCMT
666
Founders Capital Management (Texas)
Texas
$9K – – –
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$9K – – –
S
668
SignatureFD
Georgia
$9K +$2.72K +100 +42%
CBT
669
Capital Bank & Trust
California
$9K +$9.51K +350 New
JA
670
JOYN Advisors
Georgia
$8K -$924 -34 -10%
AIP
671
Ameritas Investment Partners
Nebraska
$8K – – –
MIM
672
Macroview Investment Management
Maryland
$8K – – –
SFG
673
SevenBridge Financial Group
Pennsylvania
$8K – – –
CIM
674
Contravisory Investment Management
Massachusetts
$8K +$8.7K +320 New
ONST
675
Old North State Trust
North Carolina
$7K -$5.05K -186 -41%
25 26
27
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