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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
751
O'Rourke & Company
Massachusetts
$454K +$56.1K +1,634 +14%
CTWM
752
Cherry Tree Wealth Management
Minnesota
$452K – – –
M
753
MYeCFO
California
$450K -$16.5K -480 -4%
CRI
754
Colonial River Investments
Virginia
$450K -$36.5K -1,064 -7%
OCBCO
755
Oversea-Chinese Banking Corp (OCBC)
Singapore
$450K +$454K +13,214 New
SFG
756
Sovereign Financial Group
Connecticut
$448K +$148K +4,314 +49%
PFA
757
Pinnacle Family Advisors
Missouri
$446K +$450K +13,096 New
CIC
758
Cutler Investment Counsel
Oregon
$444K – – –
MAS
759
Madden Advisory Services
Florida
$443K +$687 +20 +0.2%
BOM
760
Bank of Marin
California
$443K -$1.99K -58 -0.4%
GFA
761
Gallagher Fiduciary Advisors
Illinois
$441K -$27.1K -790 -6%
SAF
762
Smith Anglin Financial
Texas
$438K -$12.7K -370 -3%
LWM
763
Lodestone Wealth Management
Washington
$437K +$8.72K +254 +2%
ST
764
Sageworth Trust
Pennsylvania
$434K – – –
SCM
765
Spreng Capital Management
Ohio
$431K – – –
OP
766
ORG Partners
Indiana
$428K +$435K +12,652 New
UFF
767
USA Financial Formulas
Michigan
$428K +$432K +12,566 New
OFS
768
Orrstown Financial Services
Pennsylvania
$428K – – –
P
769
&Partners
Tennessee
$423K +$426K +12,404 New
CWM
770
Chemistry Wealth Management
New York
$422K +$68.6K +1,998 +19%
RPCONE
771
Retirement Planning Company of New England
Rhode Island
$421K -$8.86K -258 -2%
BSW
772
Buckingham Strategic Wealth
Missouri
$411K -$33.5K -974 -7%
FFA
773
Florida Financial Advisors
Florida
$410K -$5.43K -158 -1%
EFA
774
Evernest Financial Advisors
Indiana
$410K +$50.9K +1,482 +14%
WI
775
Wintrust Investments
Illinois
$408K +$16.6K +482 +4%
29 30
31
32 33