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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Sequent Asset Management
Texas
$391K – – –
HCMG
902
Howard Capital Management Group
California
$391K -$51K -1,280 -12%
GWM
903
GSB Wealth Management
Connecticut
$389K – – –
SS
904
SBI Securities
Japan
$388K -$15.9K -398 -4%
HFA
905
High Falls Advisors
New York
$388K +$9.4K +236 +3%
BMCM
906
Bryn Mawr Capital Management
Pennsylvania
$388K +$21.7K +544 +6%
MMPW
907
Mitchell McLeod Pugh & Williams
Alabama
$388K – – –
BSB
908
Bangor Savings Bank
Maine
$379K -$6.53K -164 -2%
SWP
909
Strategic Wealth Partners
Ohio
$379K +$370K +9,284 New
CGA
910
Crescent Grove Advisors
Illinois
$379K +$797 +20 +0.2%
SIS
911
Sound Income Strategies
Florida
$378K -$980K -24,584 -73%
HGA
912
Hobbs Group Advisors
South Carolina
$377K +$141K +3,532 +62%
CPRC
913
Consolidated Portfolio Review Corp
New York
$376K +$55.5K +1,392 +18%
PFA
914
Pinnacle Family Advisors
Missouri
$375K -$218K -5,472 -37%
MAM
915
MMA Asset Management
Pennsylvania
$374K +$3.11K +78 +0.9%
PT
916
Plimoth Trust
Massachusetts
$373K -$31.1K -780 -8%
BJL
917
Brighton Jones LLC
Washington
$373K +$27K +678 +8%
FAIM
918
Financial Advocates Investment Management
Washington
$370K -$3.44M -86,404 -91%
WSFS
919
Wilmington Savings Fund Society
Delaware
$370K -$15.5K -390 -4%
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$369K – – –
CSIC
921
Clifford Swan Investment Counsel
California
$369K -$39.8K -1,000 -10%
PAI
922
Pittenger & Anderson Inc
Nebraska
$367K – – –
SIA
923
Soltis Investment Advisors
Utah
$367K -$46.6K -1,170 -12%
GWM
924
GK Wealth Management
Nevada
$365K +$159 +4 +0%
APP
925
Avantax Planning Partners
Iowa
$365K +$319 +8 +0.1%
35 36
37
38 39