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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1026
Institutional & Family Asset Management
Colorado
$16.8K +$337 +10 +2%
FGAM
1027
Financial Gravity Asset Management
Texas
$16.4K -$2.56K -76 -37%
PVH
1028
Psagot Value Holdings
Israel
$16K -$2.02K -60 -11%
DWMG
1029
DB Wealth Management Group
California
$15.8K – – –
SWA
1030
SOA Wealth Advisors
New York
$15.2K +$135 +4 +0.9%
GFPC
1031
Global Financial Private Client
Florida
$15.1K – – –
VCM
1032
Vigilant Capital Management
Maine
$15K – – –
PCMC
1033
Private Capital Management (Colorado)
Colorado
$14K +$2.63K +78 +22%
BWL
1034
Bogart Wealth LLC
Virginia
$13.1K – – –
CIA
1035
Choate Investment Advisors
Massachusetts
$13.1K – – –
GFL
1036
Granite FO LLC
New Hampshire
$13.1K – – –
BC
1037
Belmont Capital
California
$12K – – –
RDFA
1038
Ritter Daniher Financial Advisory
Ohio
$11.8K – – –
OSAM
1039
O'Shaughnessy Asset Management
Connecticut
$11.3K +$4.92K +146 +74%
FSWA
1040
Financial Synergies Wealth Advisors
Texas
$11.2K – – –
C
1041
Covestor
United Kingdom
$11K -$20.1K -598 -64%
PP
1042
PrairieView Partners
Minnesota
$11K – – –
WAS
1043
Winch Advisory Services
Wisconsin
$11K +$67 +2 +0.6%
MIM
1044
Macroview Investment Management
Maryland
$11K -$875 -26 -7%
SCA
1045
Stonebridge Capital Advisors
Minnesota
$10.9K -$38.5K -1,144 -78%
HDIM
1046
Hanson & Doremus Investment Management
Vermont
$10K -$50K -1,484 -83%
SIS
1047
Sound Income Strategies
Florida
$9.88K -$5.05K -150 -33%
CT
1048
Colonial Trust
South Carolina
$9.82K -$37K -1,100 -79%
CWAF
1049
Core Wealth Advisors (Florida)
Florida
$9.82K – – –
MTIC
1050
Missouri Trust & Investment Company
Missouri
$9.82K +$10.1K +300 New
40 41
42
43 44