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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mascagni Wealth Management
Mississippi
$416K +$406K +10,186 New
CFP
877
Comprehensive Financial Planning
Pennsylvania
$415K +$2.63K +66 +0.7%
AFG
878
ABLE Financial Group
Arizona
$415K +$44.5K +1,118 +12%
VH
879
Visionary Horizons
Tennessee
$415K +$405K +10,162 New
HWAM
880
Hennion & Walsh Asset Management
New Jersey
$413K – – –
DI
881
Diligent Investors
California
$411K -$195K -4,886 -33%
ATS
882
Ashton Thomas Securities
New York
$408K -$27.7K -696 -7%
FT
883
Fiduciary Trust
Massachusetts
$407K -$27.9K -700 -7%
SOAMC
884
Spirit of America Management Corp
New York
$405K -$10K -252 -3%
MMA
885
Miracle Mile Advisors
California
$404K +$394K +9,898 New
HBW
886
Hazlett, Burt & Watson
West Virginia
$403K +$80 +2 +0%
CWM
887
ClientFirst Wealth Management
Arkansas
$402K -$39.8K -1,000 -9%
UFF
888
USA Financial Formulas
Michigan
$402K +$20.6K +516 +6%
6F
889
626 Financial
Michigan
$400K – – –
IGGA
890
Iron Gate Global Advisors
Utah
$400K – – –
JC
891
JB Capital
Connecticut
$398K +$388K +9,748 New
SCM
892
Spreng Capital Management
Ohio
$398K – – –
ICP
893
Interchange Capital Partners
Pennsylvania
$396K +$138K +3,474 +56%
TFA
894
Teamwork Financial Advisors
Texas
$396K -$4.14K -104 -1%
TSMHT
895
Thurston Springer Miller Herd & Titak
Indiana
$396K +$149K +3,730 +63%
SFM
896
Signet Financial Management
New Jersey
$395K +$386K +9,676 New
NB
897
Nicolet Bankshares
Wisconsin
$394K +$107K +2,690 +39%
LWM
898
LJI Wealth Management
Indiana
$394K -$1.99K -50 -0.5%
UF
899
Univest Financial
Pennsylvania
$392K -$85.4K -2,144 -18%
LK
900
Lumbard & Kellner
New Hampshire
$391K +$382K +9,586 New
34 35
36
37 38