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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
926
Creative Financial Designs
Indiana
$129K -$44.5K -1,454 -26%
MA
927
MCF Advisors
Kentucky
$129K +$33K +1,080 +36%
HB
928
Horizon Bancorp
Indiana
$128K – – –
GC
929
Garde Capital
Washington
$127K – – –
AIM
930
Acropolis Investment Management
Missouri
$126K -$122 -4 -0.1%
KFI
931
Key Financial Inc
Pennsylvania
$124K – – –
RG
932
Retirement Group
California
$123K -$14.6K -478 -11%
CA
933
Clearstead Advisors
Ohio
$121K -$600K -19,626 -84%
AWM
934
Atticus Wealth Management
Florida
$121K +$795 +26 +0.7%
CTA
935
Colonial Trust Advisors
South Carolina
$116K +$11.7K +384 +12%
NSIM
936
North Star Investment Management
Illinois
$116K -$29.2K -954 -21%
PCMC
937
Planning Capital Management Corporation
Pennsylvania
$116K +$112K +3,650 New
TCM
938
TD Capital Management
Tennessee
$114K -$26.1K -854 -19%
CAS
939
Coppell Advisory Solutions
Texas
$114K +$13.7K +448 +14%
BG
940
Bollard Group
Massachusetts
$114K +$795 +26 +0.7%
POIA
941
Pin Oak Investment Advisors
Texas
$112K +$33.1K +1,084 +44%
FFA
942
Fairfield Financial Advisors
Massachusetts
$111K -$256K -8,378 -71%
OIA
943
Optimum Investment Advisors
Illinois
$110K -$3.85K -126 -4%
UOTTAIMCU
944
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$103K -$16.9K -554 -15%
JFG
945
Jefferies Financial Group
New York
$102K +$98.7K +3,228 New
TAM
946
Townsend Asset Management
North Carolina
$102K +$367 +12 +0.4%
HWP
947
Highline Wealth Partners
California
$101K – – –
EWM
948
Evermay Wealth Management
Virginia
$101K – – –
IBOK
949
Independence Bank of Kentucky
Kentucky
$100K +$26K +850 +37%
WT
950
Washington Trust
Rhode Island
$98.4K -$12.2K -400 -11%
36 37
38
39 40