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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
901
Patten Group
Tennessee
$346K -$78 -2 -0%
CA
902
Continuum Advisory
Idaho
$346K +$27.6K +706 +9%
APIM
903
Agate Pass Investment Management
Washington
$346K +$6.02K +154 +2%
PCA
904
Prosperity Capital Advisors
Ohio
$346K -$26.3K -674 -7%
NPAN
905
Northeast Planning Associates NH
New Hampshire
$344K -$287K -7,344 -46%
UAG
906
United Advisor Group
Ohio
$344K +$28.2K +722 +9%
PG
907
Prostatis Group
Maryland
$343K -$110K -2,824 -25%
AA
908
Ancora Advisors
Ohio
$343K – – –
BFA
909
Beaumont Financial Advisors
Massachusetts
$342K – – –
ISL
910
Ingalls & Snyder LLC
New York
$339K -$43K -1,100 -11%
BWM
911
Birchcreek Wealth Management
Ohio
$338K -$57.3K -1,466 -15%
AWE
912
Avidian Wealth Enterprises
Texas
$335K +$5.94K +152 +2%
OAM
913
Occidental Asset Management
California
$335K +$56.4K +1,444 +20%
CFD
914
Creative Financial Designs
Indiana
$335K -$45.7K -1,170 -12%
CAM
915
Chesapeake Asset Management
New York
$335K +$191K +4,896 +136%
BJL
916
Brighton Jones LLC
Washington
$334K +$32K +818 +11%
TWM
917
Tolleson Wealth Management
Texas
$332K – – –
KDA
918
Kraft Davis & Associates
Missouri
$332K -$858K -21,966 -72%
SWA
919
Stratos Wealth Advisors
Ohio
$331K -$370K -9,468 -53%
WCF
920
West Coast Financial
California
$331K – – –
MC
921
Mathes Company
New York
$331K – – –
SQA
922
Simon Quick Advisors
New Jersey
$330K -$703 -18 -0.2%
MFG
923
Mission Financial Group
Nevada
$329K +$560K +14,330 New
SP
924
Successful Portfolios
Florida
$328K – – –
RA
925
Rockingstone Advisors
Massachusetts
$328K – – –
35 36
37
38 39