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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
901
GPS Wealth Strategies Group
Colorado
$121K +$121K +3,584 New
BG
902
Bollard Group
Massachusetts
$119K +$678 +20 +0.6%
PA
903
PSI Advisors
Florida
$113K +$1.42K +42 +1%
HWP
904
Highline Wealth Partners
California
$108K – – –
TAM
905
Townsend Asset Management
North Carolina
$108K +$2.71K +80 +3%
MPCG
906
Matrix Private Capital Group
New York
$107K -$594K -17,518 -85%
PAG
907
Paladin Advisory Group
Iowa
$107K +$107K +3,148 New
WP
908
WealthPLAN Partners
Nebraska
$106K -$102K -3,000 -49%
RFA
909
Resurgent Financial Advisors
Georgia
$104K +$69.5K +2,052 +199%
WWM
910
Wolff Wiese Magana
California
$103K – – –
SWA
911
Sutton Wealth Advisors
Florida
$103K – – –
WIM
912
WealthPlan Investment Management
Nebraska
$102K -$106K -3,124 -51%
MA
913
MCF Advisors
Kentucky
$102K – – –
FPFS
914
First Personal Financial Services
North Carolina
$99.8K – – –
CTA
915
Colonial Trust Advisors
South Carolina
$98.8K – – –
FFA
916
Founders Financial Alliance
North Carolina
$97.6K +$4.81K +142 +5%
HPIA
917
Hamilton Point Investment Advisors
North Carolina
$96.5K +$96.6K +2,850 New
EL
918
EMFO LLC
Florida
$94.8K -$20.3K -600 -18%
CFB
919
Cullen/Frost Bankers
Texas
$90.3K -$13.5K -398 -13%
TIM
920
Tortoise Investment Management
New York
$90.1K – – –
EWM
921
Evermay Wealth Management
Virginia
$85K +$678 +20 +0.8%
POIA
922
Pin Oak Investment Advisors
Texas
$83K – – –
VC
923
Vestor Capital
Illinois
$83K – – –
TCWA
924
Ten Capital Wealth Advisors
Washington
$81.8K -$23.7K -700 -22%
CYG
925
Clean Yield Group
Vermont
$81.2K – – –
35 36
37
38 39