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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
726
HC Financial Advisors
California
$33K – – –
IFAM
727
Institutional & Family Asset Management
Colorado
$32K -$12.5K -420 -28%
DAM
728
Delta Asset Management
Tennessee
$32K +$297 +10 +1%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$31K – – –
BC
730
Barnett & Company
Tennessee
$30K – – –
BC
731
Bartlett & Co
Ohio
$30K – – –
BWM
732
BerganKDV Wealth Management
Minnesota
$30K – – –
RCG
733
Ruggie Capital Group
Florida
$30K – – –
BCWM
734
Bartlett & Co Wealth Management
Ohio
$29.7K – – –
GCM
735
Gables Capital Management
Florida
$28K – – –
IF
736
Ironwood Financial
Arizona
$27K – – –
KTC
737
Kistler-Tiffany Companies
Pennsylvania
$26K – – –
BAM
738
Barrett Asset Management
New York
$24K – – –
BWA
739
BDO Wealth Advisors
Florida
$24K +$2.2K +74 +10%
FCM
740
Firestone Capital Management
Florida
$23K – – –
IBOK
741
Independence Bank of Kentucky
Kentucky
$23K – – –
SWM
742
Sugarloaf Wealth Management
Georgia
$23K – – –
APW
743
Acima Private Wealth
Virginia
$22K – – –
TFGT
744
TS Financial Group (TSFG)
Illinois
$22K – – –
FNBOSM
745
First National Bank of South Miami
Florida
$20K -$11.3K -380 -36%
FPFS
746
First Personal Financial Services
North Carolina
$20K – – –
BFG
747
Baron Financial Group
New Jersey
$19.9K +$19.9K +670 New
GWMIA
748
Global Wealth Management Investment Advisory
Florida
$19K -$5.93K -200 -23%
LFG
749
LifePlan Financial Group
Ohio
$18K – – –
SIS
750
Sound Income Strategies
Florida
$18K – – –
28 29
30
31 32