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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BerganKDV Wealth Management
Minnesota
$33K – – –
RAM
677
Riggs Asset Management
Pennsylvania
$33K – – –
AIM
678
Anchor Investment Management
South Carolina
$33K – – –
FNBOSM
679
First National Bank of South Miami
Florida
$32K – – –
FDCDDQ
680
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8K – – –
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$31K – – –
IFAM
682
Institutional & Family Asset Management
Colorado
$31K +$18.3K +622 +145%
RCG
683
Ruggie Capital Group
Florida
$30K – – –
DAM
684
Delta Asset Management
Tennessee
$30K +$235 +8 +0.8%
TCOV
685
Trust Company of Vermont
Vermont
$30K +$5.7K +194 +24%
TF
686
TimeScale Financial
Massachusetts
$30K +$29.4K +1,000 New
GCM
687
Gables Capital Management
Florida
$29K – – –
KTC
688
Kistler-Tiffany Companies
Pennsylvania
$27K – – –
HR
689
Howe & Rusling
New York
$26K – – –
FEG
690
Financial Enhancement Group
Indiana
$26K +$764 +26 +3%
TFGT
691
TS Financial Group (TSFG)
Illinois
$26K +$10.6K +362 +73%
FWM
692
Focused Wealth Management
New York
$24K -$17.5K -596 -43%
BAM
693
Barrett Asset Management
New York
$24K – – –
HFM
694
Hartford Financial Management
Connecticut
$24K – – –
TFS
695
TrustCore Financial Services
Tennessee
$22K – – –
CA
696
Crewe Advisors
Utah
$22K +$22.1K +754 New
HWA
697
Heritage Wealth Advisors
Virginia
$21.5K +$21.2K +722 New
GWMIA
698
Global Wealth Management Investment Advisory
Florida
$21K -$77.5K -2,638 -79%
FPFS
699
First Personal Financial Services
North Carolina
$21K – – –
AIL
700
AGF Investments LLC
Ontario, Canada
$21K +$19.7K +672 +1,461%
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