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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
PMG Wealth Management
Illinois
$363K +$381K +9,600 New
DIA
902
Dana Investment Advisors
Wisconsin
$362K +$380K +9,568 New
SAM
903
SignalPoint Asset Management
Missouri
$360K +$18.7K +470 +5%
MMPW
904
Mitchell McLeod Pugh & Williams
Alabama
$359K +$79 +2 +0%
SOAMC
905
Spirit of America Management Corp
New York
$359K -$4.05K -102 -1%
DWS
906
Dynamic Wealth Strategies
California
$358K +$27.3K +688 +8%
LWM
907
LJI Wealth Management
Indiana
$357K -$79.8K -2,010 -18%
4A
908
4Wealth Advisors
Illinois
$357K +$374K +9,426 New
PCA
909
Prosperity Capital Advisors
Ohio
$357K -$1.98M -49,826 -84%
TC
910
TownSquare Capital
Utah
$352K +$130K +3,288 +55%
CGA
911
Crescent Grove Advisors
Illinois
$350K – – –
HFA
912
High Falls Advisors
New York
$350K -$45.2K -1,138 -11%
GWM
913
GSB Wealth Management
Connecticut
$349K -$15.9K -400 -4%
WSFS
914
Wilmington Savings Fund Society
Delaware
$349K -$16.6K -418 -4%
SAM
915
Sequent Asset Management
Texas
$348K – – –
VFG
916
V2 Financial group
Illinois
$346K +$53.5K +1,348 +17%
AFG
917
ABLE Financial Group
Arizona
$342K +$10.2K +258 +3%
CFGS
918
Concourse Financial Group Securities
Alabama
$342K +$7.7K +194 +2%
PT
919
Plimoth Trust
Massachusetts
$341K +$3.41K +86 +1%
NWA
920
Navis Wealth Advisors
New York
$341K – – –
MWM
921
Maridea Wealth Management
New York
$339K +$356K +8,968 New
HF
922
HRT Financial
New York
$339K +$356K +8,978 New
NFC
923
Northstar Financial Companies
Pennsylvania
$337K +$354K +8,914 New
ATFA
924
All Terrain Financial Advisors
Minnesota
$337K +$476 +12 +0.1%
CAG
925
Crestwood Advisors Group
Massachusetts
$335K +$20.6K +518 +6%
35 36
37
38 39