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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
701
Capital Investment Advisory Services
North Carolina
$64K -$91.9K -2,874 -55%
BEI
702
Benjamin Edwards Inc
Missouri
$64K +$73.7K +2,306 New
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$63K -$88.9K -2,780 -55%
VCS
704
Vaughan & Co Securities
New Jersey
$61.5K -$3.52K -110 -5%
WCG
705
Weaver Consulting Group
California
$61K -$1.28K -40 -2%
CFA
706
Carroll Financial Associates
North Carolina
$60K -$30.6K -956 -30%
PW
707
Price Wealth
Texas
$60K -$17.5K -546 -20%
CIAS
708
CBIZ Investment Advisory Services
Ohio
$60K – – –
RFWA
709
RPg Family Wealth Advisory
Massachusetts
$58K -$13.9K -436 -17%
MSFP
710
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
FWM
711
Filbrandt Wealth Management
Wisconsin
$55K – – –
LIA
712
LS Investment Advisors
Michigan
$55K +$64K +2,000 New
MIFH
713
Migdal Insurance & Financial Holdings
Israel
$54K -$7.67M -239,716 -99%
IFAM
714
Institutional & Family Asset Management
Colorado
$54K -$12.4K -388 -17%
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$2.88K +90 +5%
AIM
716
Anchor Investment Management
South Carolina
$50.8K -$31.7K -990 -35%
MF
717
Manchester Financial
California
$50K +$32K +1,000 +127%
GSWM
718
Golden State Wealth Management
California
$50K +$57.6K +1,800 New
PMFA
719
Plante Moran Financial Advisors
Michigan
$49K – – –
CFN
720
Cordasco Financial Network
Florida
$48K – – –
WAP
721
Wealthcare Advisory Partners
Pennsylvania
$45K -$173K -5,408 -77%
BAM
722
Bellevue Asset Management
Washington
$45K -$6.4K -200 -12%
NL
723
NVWM LLC
Pennsylvania
$45K +$47.4K +1,482 +1,015%
LWS
724
Lucia Wealth Services
California
$44K +$32K +1,000 +167%
FRA
725
Front Row Advisors
California
$43K +$9.15K +286 +23%
27 28
29
30 31