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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1001
Insight Advisors
Pennsylvania
$250K +$6.08K +164 +3%
RFO
1002
RiverGlades Family Offices
Florida
$249K +$229K +6,160 New
CCM
1003
Chilton Capital Management
Texas
$248K -$668 -18 -0.3%
SGK
1004
Steigerwald Gordon & Koch
Virginia
$247K – – –
CPA
1005
Cardiff Park Advisors
California
$247K – – –
NAS
1006
Nicolet Advisory Services
Wisconsin
$247K +$225K +6,064 New
GCA
1007
Gradient Capital Advisors
California
$246K +$226K +6,096 New
LP
1008
LGL Partners
Pennsylvania
$246K -$12.3K -332 -5%
FIC
1009
Family Investment Center
Missouri
$246K +$4.75K +128 +2%
NSIM
1010
North Star Investment Management
Illinois
$246K +$148 +4 +0.1%
IWM
1011
Iams Wealth Management
Nebraska
$245K +$225K +6,064 New
TC
1012
TownSquare Capital
Utah
$243K +$223K +6,006 New
FNFDCM
1013
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$242K – – –
BCM
1014
Bayesian Capital Management
New York
$242K +$223K +6,000 New
BCM
1015
Bluefin Capital Management
New York
$242K +$223K +6,000 New
CT
1016
Caldwell Trust
Florida
$242K +$21.7K +584 +11%
PP
1017
Pacifica Partners
Canada
$242K -$6.75K -182 -3%
AAMA
1018
Advanced Asset Management Advisors
Ohio
$239K – – –
PPWM
1019
Perissos Private Wealth Management
Oklahoma
$237K +$218K +5,876 New
HGA
1020
Hobbs Group Advisors
South Carolina
$237K -$34.3K -924 -14%
OSNBOA
1021
Old Second National Bank of Aurora
Illinois
$237K – – –
GLLW
1022
Graves Light Lenhart Wealth
Virginia
$236K +$216K +5,834 New
FB
1023
Fulton Bank
Pennsylvania
$235K +$216K +5,822 New
AIA
1024
Ally Invest Advisors
North Carolina
$235K -$21.7K -586 -9%
KFC
1025
Klingenstein Fields & Co
New York
$235K -$24.2K -652 -10%
39 40
41
42 43