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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
751
New Capital Management
Texas
$43K – – –
WCM
752
Wealthcare Capital Management
Virginia
$41K – – –
KPCM
753
Kings Point Capital Management
New York
$40K – – –
VC
754
Vestor Capital
Illinois
$40K – – –
TFGT
755
TS Financial Group (TSFG)
Illinois
$40K +$18.9K +596 +94%
RMAM
756
Raab & Moskowitz Asset Management
New Jersey
$40K +$39.6K +1,248 New
GDP
757
Great Diamond Partners
Maine
$40K +$39.8K +1,254 New
FRA
758
Front Row Advisors
California
$39K – – –
ST
759
Smithfield Trust
Pennsylvania
$39K – – –
IBOK
760
Independence Bank of Kentucky
Kentucky
$38K +$12.7K +400 +52%
RAM
761
Riggs Asset Management
Pennsylvania
$36K – – –
BCI
762
Brinker Capital Investments
Pennsylvania
$36K +$318 +10 +0.9%
DI
763
Disciplined Investments
Oklahoma
$36K +$34.9K +1,100 New
BWM
764
BerganKDV Wealth Management
Minnesota
$35K – – –
FNBOSM
765
First National Bank of South Miami
Florida
$35K – – –
FDCDDQ
766
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.4K -$3.56K -112 -10%
SCA
767
Stonebridge Capital Advisors
Minnesota
$34K – – –
DAM
768
Delta Asset Management
Tennessee
$33K +$254 +8 +0.8%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$32.3K -$15.9K -500 -33%
HF
770
Halpern Financial
Virginia
$32.3K +$31.8K +1,000 New
IF
771
Ironwood Financial
Arizona
$32K -$6.99K -220 -18%
FCA
772
FinTrust Capital Advisors
South Carolina
$32K -$6.35K -200 -17%
TF
773
TimeScale Financial
Massachusetts
$32K – – –
RCG
774
Ruggie Capital Group
Florida
$32K +$31.8K +1,000 New
GCM
775
Gables Capital Management
Florida
$31K – – –
29 30
31
32 33