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State Street Utilities Select Sector SPDR ETF
XLU

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