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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
751
Larson Financial Group
Missouri
$9K – – –
KFS
752
Kelly Financial Services
Massachusetts
$8.09K – – –
AIP
753
Ameritas Investment Partners
Nebraska
$8K – – –
SIAP
754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K – – –
AIC
755
Archer Investment Corporation
Indiana
$7K +$6.48K +210 New
KHLMTHM
756
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.4K – – –
NCM
757
Nelson Capital Management
California
$6K -$147K -4,760 -96%
WAS
758
Winch Advisory Services
Wisconsin
$6K -$2.71K -88 -31%
VNA
759
Valley National Advisers
Pennsylvania
$6K – – –
HS
760
Horan Securities
United States
$5K – – –
HGWM
761
Harvest Group Wealth Management
Massachusetts
$5K +$4.75K +154 New
PCM
762
Princeton Capital Management
New Jersey
$4K – – –
RMC
763
Resources Management Corp
Connecticut
$4K +$3.39K +110 New
GT
764
Glenmede Trust
Pennsylvania
$3.69K -$21.3K -690 -0.6%
RIA
765
RPG Investment Advisory
California
$3K – – –
TAIM
766
TD Ameritrade Investment Management
Nebraska
$3K +$617 +20 +26%
MAU
767
MRA Associates USA
Arizona
$2.46K +$2.35K +76 New
WCM
768
Whitener Capital Management
North Carolina
$2K -$1.3K -42 -34%
MCM
769
McMillion Capital Management
North Carolina
$2K – – –
GWS
770
Glassman Wealth Services
Virginia
$1K -$6.42K -208 -85%
FGAM
771
Financial Gravity Asset Management
Texas
$1K -$2.71K -88 -75%
ETI
772
Enterprise Trust & Investment
California
$1K – – –
UB
773
UMB Bank
Missouri
$217 +$207K +6,700 New
SWP
774
Strategic Wealth Partners
Ohio
$11 +$1.54K +50 +17%
FMI
775
Factory Mutual Insurance
Massachusetts
– -$194M -6,518,000 Closed
29 30
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32 33