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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
751
Baron Financial Group
New Jersey
$19.9K +$19.9K +670 New
GWMIA
752
Global Wealth Management Investment Advisory
Florida
$19K -$5.93K -200 -23%
LFG
753
LifePlan Financial Group
Ohio
$18K – – –
SIS
754
Sound Income Strategies
Florida
$18K – – –
TWA
755
TCI Wealth Advisors
Arizona
$18K – – –
ME
756
McIlrath & Eck
Washington
$17K – – –
SBL
757
Sargent Bickham Lagudis
Colorado
$15K – – –
PGAM
758
Princeton Global Asset Management
New Jersey
$15K +$119 +4 +0.8%
CDIA
759
Capital Directions Investment Advisors
Georgia
$14K – – –
QCMC
760
Quantum Capital Management (California)
California
$14K – – –
VCM
761
Versant Capital Management
Arizona
$14K – – –
KPCM
762
Kings Point Capital Management
New York
$13K +$356 +12 +3%
FCH
763
Freestone Capital Holdings
Washington
$12.1K +$12.1K +408 New
NPP
764
New Potomac Partners
Maryland
$12K – – –
PW
765
Price Wealth
Texas
$12K – – –
CIA
766
Choate Investment Advisors
Massachusetts
$12K +$11.9K +400 New
FWP
767
FAS Wealth Partners
Kansas
$12K +$11.9K +400 New
TFS
768
TrustCore Financial Services
Tennessee
$11K -$10.7K -360 -49%
IA
769
Independence Advisors
Pennsylvania
$10K -$2.55K -86 -21%
FCB
770
First Command Bank
Texas
$10K – – –
FCFS
771
First Command Financial Services
Texas
$10K – – –
MIM
772
Macroview Investment Management
Maryland
$10K – – –
FA
773
Faithward Advisors
Pennsylvania
$9K -$9.14K -308 -51%
TCOV
774
Trust Company of Vermont
Vermont
$9K – – –
JHCP
775
Jackson Hole Capital Partners
Oklahoma
$9K +$8.78K +296 New
29 30
31
32 33