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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
676
MGO One Seven
Ohio
$389K -$5.2K -150 -1%
TMWM
677
Taylor & Morgan Wealth Management
Michigan
$389K +$2.36K +68 +0.7%
ST
678
Spinnaker Trust
Maine
$388K – – –
DI
679
Diligent Investors
California
$387K – – –
ATFA
680
All Terrain Financial Advisors
Minnesota
$386K +$555 +16 +0.2%
FAT
681
First American Trust
California
$385K -$65.9K -1,900 -16%
MTC
682
McDaniel Terry & Co
Texas
$385K +$359K +10,348 New
GAM
683
Grandview Asset Management
Pennsylvania
$383K +$124K +3,590 +54%
QC
684
QCM Cayman
Texas
$380K +$353K +10,194 New
BS
685
Boenning & Scattergood
Pennsylvania
$379K +$3.54K +102 +1%
NAM
686
NTV Asset Management
West Virginia
$376K – – –
MA
687
MKT Advisors
California
$374K +$23.4K +676 +7%
MSAM
688
Moloney Securities Asset Management
Missouri
$374K +$85.7K +2,472 +33%
SFPG
689
Stonebridge Financial Planning Group
Florida
$373K – – –
SCA
690
Snowden Capital Advisors
New York
$372K +$163K +4,706 +89%
RIM
691
Rockbridge Investment Management
New York
$371K -$7.63K -220 -2%
GP
692
Geneva Partners
Wisconsin
$369K +$343K +9,908 New
SB
693
Strategic Blueprint
Georgia
$361K +$4.23K +122 +1%
H
694
HoyleCohen
California
$360K +$52K +1,500 +18%
HIA
695
Harbor Investment Advisory
Maryland
$354K -$1.66K -48 -0.5%
SAM
696
Secure Asset Management
Michigan
$354K +$3.88K +112 +1%
SF
697
Synovus Financial
Georgia
$353K +$29.7K +858 +10%
APP
698
Avantax Planning Partners
Iowa
$347K +$10.1K +292 +3%
IFWM
699
Institute for Wealth Management
Colorado
$345K -$22K -634 -6%
PAI
700
Pittenger & Anderson Inc
Nebraska
$345K – – –
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