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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$91.2K +$54.6K +1,718 +155%
CAL
702
Capital Analysts LLC
Pennsylvania
$91K -$4.26K -134 -5%
PW
703
Price Wealth
Texas
$87K -$51.3K -1,616 -37%
BCA
704
Berman Capital Advisors
Georgia
$86K – – –
BC
705
Barnett & Company
Tennessee
$84K – – –
FGAM
706
Financial Gravity Asset Management
Texas
$83K +$233K +7,326 +24,420%
GEA
707
Glen Eagle Advisors
New Jersey
$82.8K +$24.5K +770 +43%
GI
708
Gradient Investments
Minnesota
$82K -$1.33K -42 -2%
RFWA
709
RPg Family Wealth Advisory
Massachusetts
$81.7K +$445 +14 +0.6%
TSW
710
Thompson Siegel & Walmsley
Virginia
$81K – – –
FPS
711
Fieldpoint Private Securities
Connecticut
$80K – – –
NSIM
712
North Star Investment Management
Illinois
$80K +$254 +8 +0.3%
1W
713
1776 Wealth
Georgia
$80K +$79.4K +2,500 New
CYG
714
Clean Yield Group
Vermont
$78K – – –
AA
715
AlphaMark Advisors
Kentucky
$78K +$2.54K +80 +3%
ACA
716
Aptus Capital Advisors
Alabama
$78K +$77.5K +2,440 New
IFAM
717
Institutional & Family Asset Management
Colorado
$76K +$41.2K +1,296 +123%
VCS
718
Vaughan & Co Securities
New Jersey
$75.3K +$74K +2,330 New
PP
719
Pacifica Partners
Canada
$74K +$72.7K +2,290 New
WCG
720
Weaver Consulting Group
California
$73K -$66.1K -2,080 -48%
CIAS
721
CBIZ Investment Advisory Services
Ohio
$70K – – –
WT
722
Whittier Trust
California
$69K -$39.6K -1,248 -37%
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$69K -$11.1K -350 -14%
CMBA
724
C.M. Bidwell & Associates
Hawaii
$69K – – –
MSFP
725
Mark Sheptoff Financial Planning
Connecticut
$67K – – –
27 28
29
30 31