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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Bayesian Capital Management
New York
$369K +$381K +10,518 New
DLHL
727
Donald L. Hagan LLC
Florida
$368K -$416K -11,482 -52%
DI
728
Diligent Investors
California
$365K – – –
ST
729
Spinnaker Trust
Maine
$365K – – –
PCA
730
Personal Capital Advisors
California
$361K -$41.9K -1,158 -10%
BSW
731
Buckingham Strategic Wealth
Missouri
$358K +$165K +4,556 +80%
MW
732
Marcum Wealth
Ohio
$355K +$366K +10,110 New
NAM
733
NTV Asset Management
West Virginia
$354K – – –
APP
734
Avantax Planning Partners
Iowa
$354K +$28.3K +782 +8%
BMWM
735
Brown Miller Wealth Management
Virginia
$352K +$364K +10,066 New
GAM
736
Grandview Asset Management
Pennsylvania
$351K -$9.63K -266 -3%
SI
737
Symmetry Investments
Jersey
$351K +$362K +10,000 New
ICP
738
Interchange Capital Partners
Pennsylvania
$351K +$363K +10,036 New
PA
739
Pinnacle Associates
New York
$349K +$94.8K +2,618 +36%
PAI
740
Pittenger & Anderson Inc
Nebraska
$345K +$19.9K +550 +6%
ATFA
741
All Terrain Financial Advisors
Minnesota
$344K -$20.1K -554 -5%
FAT
742
First American Trust
California
$342K -$21.1K -582 -6%
SB
743
Strategic Blueprint
Georgia
$342K +$2.39K +66 +0.7%
HIA
744
Harbor Investment Advisory
Maryland
$341K +$7.31K +202 +2%
MSAGDF
745
Moneda SA Administradora General de Fondos
Chile
$341K +$352K +9,718 New
VWA
746
V Wealth Advisors
Kansas
$341K +$352K +9,734 New
WTB
747
Washington Trust Bank
Washington
$336K +$16.2K +448 +5%
9WM
748
9258 Wealth Management
Ohio
$335K +$345K +9,542 New
SMC
749
Smith, Moore & Co
Missouri
$334K +$71.2K +1,968 +26%
AWA
750
Alta Wealth Advisors
Massachusetts
$333K +$344K +9,508 New
28 29
30
31 32