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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
676
Asset Planning Services (Pennsylvania)
Pennsylvania
$35K – – –
HCM
677
Hilton Capital Management
New York
$35K +$34.1K +1,162 New
TF
678
Tompkins Financial
New York
$34K – – –
DPA
679
Delphi Private Advisors
California
$34K +$33.3K +1,134 New
BWM
680
BerganKDV Wealth Management
Minnesota
$33K – – –
RAM
681
Riggs Asset Management
Pennsylvania
$33K – – –
AIM
682
Anchor Investment Management
South Carolina
$33K – – –
FNBOSM
683
First National Bank of South Miami
Florida
$32K – – –
MWM
684
Meridian Wealth Management
Kentucky
$31.9K +$31.4K +1,068 New
FDCDDQ
685
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K – – –
WAP
686
Wealthcare Advisory Partners
Pennsylvania
$31K – – –
IFAM
687
Institutional & Family Asset Management
Colorado
$31K +$18.3K +622 +145%
RCG
688
Ruggie Capital Group
Florida
$30K – – –
DAM
689
Delta Asset Management
Tennessee
$30K +$235 +8 +0.8%
TCOV
690
Trust Company of Vermont
Vermont
$30K +$5.7K +194 +24%
TF
691
TimeScale Financial
Massachusetts
$30K +$29.4K +1,000 New
GCM
692
Gables Capital Management
Florida
$29K – – –
KTC
693
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
HR
694
Howe & Rusling
New York
$26K – – –
FEG
695
Financial Enhancement Group
Indiana
$26K +$764 +26 +3%
TFGT
696
TS Financial Group (TSFG)
Illinois
$26K +$10.6K +362 +73%
FWM
697
Focused Wealth Management
New York
$24K -$17.5K -596 -43%
BAM
698
Barrett Asset Management
New York
$24K – – –
HFM
699
Hartford Financial Management
Connecticut
$24K – – –
TFS
700
TrustCore Financial Services
Tennessee
$22K – – –
26 27
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29 30