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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
801
SeaBridge Investment Advisors
New Jersey
$502K +$526K +13,258 New
M
802
MYeCFO
California
$500K – – –
WCA
803
Westover Capital Advisors
Delaware
$500K – – –
CWM
804
Chemistry Wealth Management
New York
$497K -$50.2K -1,264 -9%
VCP
805
Verus Capital Partners
Arizona
$496K +$159K +4,008 +44%
FTWA
806
Fifth Third Wealth Advisors
Ohio
$494K +$121K +3,056 +31%
PIWA
807
Prevail Innovative Wealth Advisors
Kansas
$490K +$514K +12,958 New
LFAS
808
Level Four Advisory Services
Texas
$490K -$403K -10,144 -44%
DLHL
809
Donald L. Hagan LLC
Florida
$488K -$124K -3,116 -19%
CA
810
Claro Advisors
Massachusetts
$487K +$181K +4,562 +55%
SS
811
SBI Securities
Japan
$485K +$509K +12,824 New
NFP
812
Narus Financial Partners
Utah
$480K -$39.9K -1,006 -7%
CIC
813
Cutler Investment Counsel
Oregon
$478K – – –
PD
814
Planning Directions
Pennsylvania
$476K -$32.3K -814 -6%
ST
815
Sageworth Trust
Pennsylvania
$476K – – –
UFA
816
Uptown Financial Advisors
Texas
$475K +$498K +12,540 New
GS
817
GWN Securities
Florida
$475K +$474K +11,942 New
SAM
818
Strategy Asset Managers
California
$469K +$492K +12,388 New
RPCONE
819
Retirement Planning Company of New England
Rhode Island
$469K +$1.19K +30 +0.2%
IMC
820
Investment Management Corporation
Virginia
$468K +$491K +12,378 New
GC
821
Grimes & Company
Massachusetts
$465K +$3.02K +76 +0.6%
BBA
822
BLB&B Advisors
Pennsylvania
$453K +$176K +4,436 +59%
ATS
823
Ashton Thomas Securities
New York
$452K -$373K -9,396 -44%
AF
824
Alerus Financial
North Dakota
$450K -$2.74M -69,060 -85%
TA
825
TrueWealth Advisors
Alabama
$450K -$219K -5,526 -32%
31 32
33
34 35