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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
976
American Financial Advisors
Georgia
$289K -$102K -2,568 -25%
WGC
977
Watts Gwilliam & Co
Arizona
$288K – – –
RFA
978
Resurgent Financial Advisors
Georgia
$286K -$66.6K -1,678 -18%
ACM
979
Advance Capital Management
Michigan
$282K +$18.9K +476 +7%
AWM
980
Activest Wealth Management
Florida
$282K +$104K +2,612 +54%
OCPWS
981
One Charles Private Wealth Services
Massachusetts
$281K -$32.2K -812 -10%
RIG
982
RiverFront Investment Group
Virginia
$279K -$10.4K -262 -3%
WTB
983
Washington Trust Bank
Washington
$278K – – –
KTC
984
Kentucky Trust Company
Kentucky
$277K +$290K +7,310 New
PI
985
Pachira Investments
California
$276K +$159 +4 +0.1%
HIP
986
HUB Investment Partners
Texas
$276K +$290K +7,298 New
GWM
987
GK Wealth Management
Nevada
$276K +$289K +7,288 New
JF
988
Jump Financial
Illinois
$275K +$288K +7,262 New
BP
989
Broadleaf Partners
Ohio
$274K – – –
SLC
990
Second Line Capital
Louisiana
$273K -$78.7K -1,984 -22%
USB
991
Union Savings Bank
Connecticut
$273K -$14.3K -360 -5%
CAL
992
Capital Analysts LLC
Pennsylvania
$272K +$476 +12 +0.2%
FUBT
993
First United Bank & Trust
Maryland
$271K -$29.8K -752 -10%
GT
994
Greenleaf Trust
Michigan
$270K -$292K -7,358 -51%
MSFS
995
Main Street Financial Solutions
Pennsylvania
$270K +$2.38K +60 +0.8%
GGI
996
Godsey & Gibb Inc
Virginia
$269K – – –
BWM
997
Buska Wealth Management
Wisconsin
$269K -$35.6K -896 -11%
OAM
998
Occidental Asset Management
California
$267K -$2.3M -57,950 -89%
NCM
999
Novare Capital Management
North Carolina
$266K – – –
IWM
1000
Iams Wealth Management
Nebraska
$266K +$37.9K +954 +16%
38 39
40
41 42