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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
726
Mitchell McLeod Pugh & Williams
Alabama
$281K +$1.16K +36 +0.4%
NFG
727
Nations Financial Group
Iowa
$280K +$37.8K +1,174 +14%
SQA
728
Simon Quick Advisors
New Jersey
$279K +$305K +9,474 New
AG
729
Ascent Group
Virginia
$275K -$481K -14,924 -62%
FIA
730
Foundations Investment Advisors
Arizona
$274K -$851K -26,398 -74%
CL
731
COWA LLC
Oklahoma
$274K -$58.6K -1,818 -16%
LA
732
LexAurum Advisors
Kansas
$273K -$13.7K -426 -4%
APP
733
Avantax Planning Partners
Iowa
$271K -$31.7K -982 -10%
SL
734
SWMG LLC
Texas
$268K +$294K +9,112 New
USB
735
Union Savings Bank
Connecticut
$268K – – –
HPC
736
HM Payson & Co
Maine
$268K – – –
PFA
737
Pettinga Financial Advisors
Indiana
$267K +$292K +9,070 New
TCM
738
Triumph Capital Management
Colorado
$266K +$27K +838 +10%
OWA
739
Outlook Wealth Advisors
Texas
$266K +$10.3K +320 +4%
H
740
HoyleCohen
California
$266K +$18.6K +578 +7%
HSA
741
HBK Sorce Advisory
Pennsylvania
$265K -$279K -8,644 -49%
SW
742
SteelPeak Wealth
California
$265K -$17.2K -534 -6%
HBW
743
Hazlett, Burt & Watson
West Virginia
$262K +$8.38K +260 +3%
IGGA
744
Iron Gate Global Advisors
Utah
$261K – – –
LWA
745
Lowe Wealth Advisors
Maryland
$261K -$33.2K -1,030 -10%
MWAM
746
Manhattan West Asset Management
California
$260K +$291K +9,038 New
ICP
747
Interchange Capital Partners
Pennsylvania
$259K -$136K -4,212 -22%
ACM
748
Advance Capital Management
Michigan
$257K +$4.13K +128 +1%
OP
749
ORG Partners
Indiana
$257K -$608K -18,876 -68%
PWP
750
Phillips Wealth Planners
Mississippi
$256K -$239K -7,406 -46%
28 29
30
31 32