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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
676
Sargent Bickham Lagudis
Colorado
$15K -$35.5K -1,276 -72%
LFG
677
LifePlan Financial Group
Ohio
$15K – – –
IC
678
Inscription Capital
Texas
$14K – – –
VCM
679
Versant Capital Management
Arizona
$14K – – –
CDIA
680
Capital Directions Investment Advisors
Georgia
$14K +$13.3K +480 New
TFGT
681
TS Financial Group (TSFG)
Illinois
$14K +$13.8K +496 New
PGAM
682
Princeton Global Asset Management
New Jersey
$14K +$13.9K +500 New
IFAM
683
Institutional & Family Asset Management
Colorado
$13K – – –
KPCM
684
Kings Point Capital Management
New York
$12K – – –
NPP
685
New Potomac Partners
Maryland
$12K – – –
RFA
686
Reilly Financial Advisors
California
$12K – – –
TL
687
TrueWealth LLC
Georgia
$11K – – –
FCMT
688
Founders Capital Management (Texas)
Texas
$10K – – –
SFG
689
SevenBridge Financial Group
Pennsylvania
$9K – – –
MIM
690
Macroview Investment Management
Maryland
$9K +$56 +2 +0.6%
OWD
691
Osborn Williams & Donohoe
Ohio
$9K +$8.34K +300 New
LFG
692
Larson Financial Group
Missouri
$8K +$56 +2 +0.7%
LPWM
693
Lake Point Wealth Management
Texas
$8K +$1.17K +42 +18%
KFS
694
Kelly Financial Services
Massachusetts
$7.27K +$6.95K +250 New
AIP
695
Ameritas Investment Partners
Nebraska
$7K -$1.95K -70 -22%
GWS
696
Glassman Wealth Services
Virginia
$7K – – –
CFA
697
Camarda Financial Advisors
Florida
$7K +$6.84K +246 New
VNA
698
Valley National Advisers
Pennsylvania
$6K – – –
WAS
699
Winch Advisory Services
Wisconsin
$6K +$56 +2 +1%
HS
700
Horan Securities
United States
$5K – – –
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