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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
1001
Heritage Oak Wealth Advisors
Florida
$295K +$287K +7,214 New
AFA
1002
American Financial Advisors
Georgia
$293K -$11.8K -296 -4%
KTC
1003
Kentucky Trust Company
Kentucky
$292K -$5.98K -150 -2%
GT
1004
Greenleaf Trust
Michigan
$291K – – –
YIA
1005
YHB Investment Advisors
Connecticut
$291K +$797 +20 +0.3%
AA
1006
Acorns Advisers
California
$291K +$61.6K +1,546 +28%
HIP
1007
HUB Investment Partners
Texas
$291K +$80 +2 +0%
GGI
1008
Godsey & Gibb Inc
Virginia
$291K – – –
SWA
1009
Sightline Wealth Advisors
Connecticut
$290K -$18.6K -468 -6%
BTI
1010
Blue Trust Inc
Georgia
$290K +$129K +3,238 +84%
IWM
1011
Iams Wealth Management
Nebraska
$288K -$8.61K -216 -3%
WGC
1012
Watts Gwilliam & Co
Arizona
$288K -$31.4K -788 -10%
BFA
1013
Beaumont Financial Advisors
Massachusetts
$287K -$65K -1,632 -19%
I
1014
INVST
Indiana
$287K +$280K +7,020 New
IPWA
1015
International Private Wealth Advisors
California
$285K +$279K +6,990 New
OCPWS
1016
One Charles Private Wealth Services
Massachusetts
$285K +$80 +2 +0%
NJIM
1017
Nabity-Jensen Investment Management
Nebraska
$285K – – –
LSA
1018
L & S Advisors
California
$285K -$1.75K -44 -0.6%
AMCA
1019
Arthur M. Cohen & Associates
Illinois
$285K +$32.7K +820 +13%
RFO
1020
RiverGlades Family Offices
Florida
$283K +$11.2K +280 +4%
MWM
1021
Maripau Wealth Management
Indiana
$281K +$36.7K +922 +15%
AFAS
1022
Acorn Financial Advisory Services
Virginia
$281K +$159 +4 +0.1%
PFA
1023
Petra Financial Advisors
Colorado
$280K +$273K +6,860 New
OCBCO
1024
Oversea-Chinese Banking Corp (OCBC)
Singapore
$280K -$10.5M -264,580 -97%
AWM
1025
Aries Wealth Management
Maine
$280K -$37.4K -938 -12%
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