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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
926
Capital Investment Counsel (Colorado)
Colorado
$334K +$52.7K +1,328 +18%
MRP
927
Measured Risk Portfolios
California
$333K +$349K +8,796 New
PG
928
Patten Group
Tennessee
$332K -$35.7K -900 -9%
GEA
929
Glen Eagle Advisors
New Jersey
$332K +$98.1K +2,472 +39%
MWM
930
Merriman Wealth Management
Washington
$331K +$6.43K +162 +2%
IGGA
931
Iron Gate Global Advisors
Utah
$330K – – –
RFN
932
Redwood Financial Network
Ohio
$330K +$37.8K +952 +12%
AA
933
Ancora Advisors
Ohio
$329K +$276K +6,950 +400%
BFA
934
Beaumont Financial Advisors
Massachusetts
$328K -$22.4K -564 -6%
APIM
935
Agate Pass Investment Management
Washington
$326K – – –
BAAM
936
Baker Avenue Asset Management
California
$326K +$41.1K +1,036 +14%
LCWP
937
Legacy Capital Wealth Partners
Arkansas
$325K -$185K -4,656 -35%
WTC
938
WhitTier Trust Company
Nevada
$322K -$95.2K -2,400 -22%
CA
939
Clearstead Advisors
Ohio
$321K +$18.4K +464 +6%
TWM
940
Tolleson Wealth Management
Texas
$319K +$334K +8,426 New
ACP
941
Argyle Capital Partners
California
$319K +$334K +8,416 New
NFG
942
Nations Financial Group
Iowa
$318K +$24.1K +608 +8%
MC
943
Mathes Company
New York
$318K – – –
WCF
944
West Coast Financial
California
$318K – – –
SQA
945
Simon Quick Advisors
New Jersey
$318K +$635 +16 +0.2%
AWE
946
Avidian Wealth Enterprises
Texas
$316K -$1.82K -46 -0.5%
SP
947
Successful Portfolios
Florida
$315K – – –
RA
948
Rockingstone Advisors
Massachusetts
$314K -$152K -3,820 -31%
BCP
949
Blue Chip Partners
Michigan
$313K +$75.7K +1,908 +30%
NAS
950
Nicolet Advisory Services
Wisconsin
$312K +$87.3K +2,200 +36%
36 37
38
39 40