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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
926
Clearstead Advisors
Ohio
$323K -$2.37K -64 -0.8%
EM
927
ELCO Management
New York
$323K -$55.6K -1,500 -16%
BWM
928
Buska Wealth Management
Wisconsin
$323K -$9.64K -260 -3%
IFWM
929
Institute for Wealth Management
Colorado
$322K -$1.34K -36 -0.4%
APP
930
Avantax Planning Partners
Iowa
$320K -$29.7K -800 -9%
FUBT
931
First United Bank & Trust
Maryland
$319K -$816 -22 -0.3%
OSAM
932
O'Shaughnessy Asset Management
Connecticut
$316K +$40.7K +1,098 +16%
CA
933
Continuum Advisory
Idaho
$316K +$44.9K +1,210 +18%
NFG
934
Nations Financial Group
Iowa
$315K +$289K +7,800 New
VFG
935
V2 Financial group
Illinois
$315K – – –
RFN
936
Redwood Financial Network
Ohio
$314K +$22.5K +606 +8%
SWP
937
Strategic Wealth Partners
Ohio
$313K +$19.9K +536 +7%
PAI
938
Pittenger & Anderson Inc
Nebraska
$312K -$11.1K -300 -4%
RBC
939
Romano Brothers & Co
Illinois
$312K +$74 +2 +0%
HTC
940
Haverford Trust Company
Pennsylvania
$311K +$9.27K +250 +3%
KCM
941
Kanawha Capital Management
Virginia
$311K – – –
RIG
942
RiverFront Investment Group
Virginia
$308K – – –
CKAIS
943
Christensen King & Associates Investment Services
Washington
$308K -$16K -430 -5%
AFP
944
Ausdal Financial Partners
Iowa
$308K +$46.4K +1,250 +20%
PA
945
Pinnacle Associates
New York
$307K -$11.2K -302 -3%
VAG
946
VisionPoint Advisory Group
Texas
$306K -$1.41K -38 -0.5%
BAAM
947
Baker Avenue Asset Management
California
$306K +$281K +7,574 New
USB
948
Union Savings Bank
Connecticut
$306K – – –
UF
949
Univest Financial
Pennsylvania
$305K +$280K +7,552 New
UAG
950
United Advisor Group
Ohio
$305K +$280K +7,546 New
36 37
38
39 40