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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
876
Clearstead Advisors
Ohio
$275K +$2.33K +68 +0.8%
CKAIS
877
Christensen King & Associates Investment Services
Washington
$275K – – –
SP
878
Successful Portfolios
Florida
$274K -$27.5K -800 -9%
PAI
879
Pittenger & Anderson Inc
Nebraska
$274K – – –
IFWM
880
Institute for Wealth Management
Colorado
$273K -$11K -320 -4%
PFA
881
Petra Financial Advisors
Colorado
$273K -$57.6K -1,676 -17%
CTA
882
Chesley Taft & Associates
Illinois
$273K – – –
VCP
883
Verus Capital Partners
Arizona
$272K +$16.5K +480 +6%
WFA
884
WMG Financial Advisors
Tennessee
$270K +$272K +7,934 New
FUBT
885
First United Bank & Trust
Maryland
$270K -$6.39K -186 -2%
AG
886
Ascent Group
Virginia
$267K -$19.4K -564 -7%
SAM
887
Sequent Asset Management
Texas
$265K +$268K +7,792 New
RBC
888
Romano Brothers & Co
Illinois
$263K +$3.5K +102 +1%
KCM
889
Kanawha Capital Management
Virginia
$262K – – –
BMCM
890
Bryn Mawr Capital Management
Pennsylvania
$261K – – –
VF
891
VitalStone Financial
Texas
$261K +$262K +7,630 +21,194%
RIG
892
RiverFront Investment Group
Virginia
$260K +$20.1K +586 +8%
VAG
893
VisionPoint Advisory Group
Texas
$260K +$255K +7,426 +3,789%
USB
894
Union Savings Bank
Connecticut
$258K -$13.9K -406 -5%
APIM
895
Agate Pass Investment Management
Washington
$256K +$5.43K +158 +2%
MAWAG
896
Mid-American Wealth Advisory Group
Missouri
$254K -$79.3K -2,308 -24%
HTC
897
Haverford Trust Company
Pennsylvania
$253K – – –
WTB
898
Washington Trust Bank
Washington
$253K – – –
BP
899
Broadleaf Partners
Ohio
$248K – – –
BJL
900
Brighton Jones LLC
Washington
$246K +$21.9K +638 +10%
34 35
36
37 38