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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
701
Lion Street Advisors
Texas
$407K +$1.67K +46 +0.4%
BFS
702
Bard Financial Services
Connecticut
$406K – – –
CA
703
Calton & Associates
Florida
$403K -$443K -12,248 -52%
EA
704
Eudaimonia Advisors
Tennessee
$403K -$5.29K -146 -1%
PWM
705
PBMares Wealth Management
Virginia
$403K +$23.5K +648 +6%
FFA
706
Fairfield Financial Advisors
Massachusetts
$400K +$33.8K +934 +9%
HPC
707
HM Payson & Co
Maine
$400K – – –
MOS
708
MGO One Seven
Ohio
$396K +$30.6K +846 +8%
GC
709
Grimes & Company
Massachusetts
$395K – – –
BRWM
710
B. Riley Wealth Management
Tennessee
$393K +$116K +3,196 +40%
MFG
711
Menard Financial Group
Texas
$392K +$405K +11,190 New
SRSA
712
S.R. Schill & Associates
Washington
$391K – – –
MA
713
MKT Advisors
California
$391K +$25.2K +696 +7%
PWM
714
Palumbo Wealth Management
New York
$387K +$72 +2 +0%
FNT
715
First National Trust
Pennsylvania
$382K +$109K +3,020 +38%
TNB
716
Thomasville National Bank
Georgia
$381K – – –
JCM
717
Jacobi Capital Management
Pennsylvania
$381K +$434 +12 +0.1%
CFGS
718
Concourse Financial Group Securities
Alabama
$380K -$35.5K -982 -8%
GFG
719
Greystone Financial Group
Michigan
$378K +$390K +10,784 New
PG
720
Patten Group
Tennessee
$376K -$10.6K -292 -3%
CWM
721
Cedar Wealth Management
California
$373K -$14.5K -400 -4%
FPW
722
Flagship Private Wealth
Massachusetts
$371K +$53.2K +1,470 +16%
TMWM
723
Taylor & Morgan Wealth Management
Michigan
$370K +$2.82K +78 +0.7%
IAA
724
Ironsides Asset Advisors
North Carolina
$370K +$382K +10,550 New
BS
725
Boenning & Scattergood
Pennsylvania
$369K +$11.7K +324 +3%
27 28
29
30 31