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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
701
United Asset Strategies
New York
$745K -$10.8K -290 -2%
BCA
702
Bay Colony Advisors
Massachusetts
$743K +$51.8K +1,396 +8%
SC
703
Stolper & Co
Oklahoma
$741K -$19K -512 -3%
NW
704
NewEdge Wealth
Pennsylvania
$740K +$117K +3,156 +21%
CAM
705
Chesapeake Asset Management
New York
$740K +$566K +15,246 +496%
MF
706
Meridian Financial
Massachusetts
$739K +$32.9K +888 +5%
TWM
707
Tradition Wealth Management
Minnesota
$734K +$371 +10 +0.1%
MLM
708
Mount Lucas Management
Pennsylvania
$730K -$13.7K -368 -2%
KP
709
Keel Point
Alabama
$729K +$8.76K +236 +1%
MAM
710
MWA Asset Management
Massachusetts
$727K +$18.9K +510 +3%
MMG
711
Monetary Management Group
Missouri
$725K – – –
ACM
712
Allred Capital Management
Texas
$724K +$1.34K +36 +0.2%
HAS
713
HBW Advisory Services
California
$723K +$166K +4,478 +33%
KA
714
Kovack Advisors
Florida
$722K +$52.1K +1,404 +9%
WPC
715
White Pine Capital
Minnesota
$715K +$1.85K +50 +0.3%
MGIA
716
Matthew Goff Investment Advisor
Texas
$713K +$445 +12 +0.1%
CA
717
Carson Advisory
Georgia
$712K +$28.1K +758 +4%
CNBT
718
Cornerstone National Bank & Trust
Illinois
$709K +$11.1K +298 +2%
TW
719
Transform Wealth
Colorado
$707K -$17.1K -460 -3%
TA
720
TrueWealth Advisors
Alabama
$703K -$79.5K -2,144 -11%
LCM
721
Lunt Capital Management
Utah
$699K +$642K +17,316 New
RIL
722
Rothschild Investment LLC
Illinois
$699K – – –
EFL
723
ERn Financial LLC
Wisconsin
$698K -$16.3K -440 -2%
JHCP
724
Jackson Hole Capital Partners
Oklahoma
$696K +$55.7K +1,502 +10%
EIA
725
Eldridge Investment Advisors
New Hampshire
$691K – – –
27 28
29
30 31