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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
676
American Research & Management Company
Massachusetts
$17K -$5.56K -200 -25%
CHP
677
Cable Hill Partners
Oregon
$17K – – –
LWS
678
Lucia Wealth Services
California
$17K – – –
LYV
679
Live Your Vision
Pennsylvania
$16K – – –
SBL
680
Sargent Bickham Lagudis
Colorado
$15K -$35.5K -1,276 -72%
LFG
681
LifePlan Financial Group
Ohio
$15K – – –
IC
682
Inscription Capital
Texas
$14K – – –
VCM
683
Versant Capital Management
Arizona
$14K – – –
CDIA
684
Capital Directions Investment Advisors
Georgia
$14K +$13.3K +480 New
TFGT
685
TS Financial Group (TSFG)
Illinois
$14K +$13.8K +496 New
PGAM
686
Princeton Global Asset Management
New Jersey
$14K +$13.9K +500 New
IFAM
687
Institutional & Family Asset Management
Colorado
$13K – – –
KPCM
688
Kings Point Capital Management
New York
$12K – – –
NPP
689
New Potomac Partners
Maryland
$12K – – –
RFA
690
Reilly Financial Advisors
California
$12K – – –
TL
691
TrueWealth LLC
Georgia
$11K – – –
FCMT
692
Founders Capital Management (Texas)
Texas
$10K – – –
SFG
693
SevenBridge Financial Group
Pennsylvania
$9K – – –
MIM
694
Macroview Investment Management
Maryland
$9K +$56 +2 +0.6%
OWD
695
Osborn Williams & Donohoe
Ohio
$9K +$8.34K +300 New
LFG
696
Larson Financial Group
Missouri
$8K +$56 +2 +0.7%
LPWM
697
Lake Point Wealth Management
Texas
$8K +$1.17K +42 +18%
KFS
698
Kelly Financial Services
Massachusetts
$7.27K +$6.95K +250 New
AIP
699
Ameritas Investment Partners
Nebraska
$7K -$1.95K -70 -22%
GWS
700
Glassman Wealth Services
Virginia
$7K – – –
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