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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1051
Curi RMB Capital
Illinois
$297K +$289K +6,822 New
WGC
1052
Watts Gwilliam & Co
Arizona
$297K +$85 +2 +0%
IPWA
1053
International Private Wealth Advisors
California
$297K -$7.95K -188 -3%
FCA
1054
FLC Capital Advisors
California
$297K – – –
LBC
1055
Leigh Baldwin & Co
New York
$296K -$69.1K -1,634 -19%
MA
1056
MBA Advisors
Pennsylvania
$295K +$1.69K +40 +0.6%
SIAG
1057
Safeguard Investment Advisory Group
California
$294K +$169 +4 +0.1%
DBRC
1058
D.B. Root & Company
Pennsylvania
$293K +$285K +6,726 New
AIA
1059
Ally Invest Advisors
North Carolina
$293K +$11.9K +282 +4%
TPW
1060
Transatlantique Private Wealth
New York
$292K – – –
OPPS
1061
Obsidian Personal Planning Solutions
Maryland
$292K – – –
JIC
1062
Joel Isaacson & Co
New York
$290K +$1.44K +34 +0.5%
TR
1063
Tepp RIA
New Jersey
$290K +$281K +6,642 New
NFC
1064
Northstar Financial Companies
Pennsylvania
$289K -$27.2K -644 -9%
GGI
1065
Godsey & Gibb Inc
Virginia
$288K -$21.7K -512 -7%
BAM
1066
Berkshire Asset Management
Pennsylvania
$288K +$279K +6,600 New
QWM
1067
Quadcap Wealth Management
Texas
$287K -$4.91K -116 -2%
UFF
1068
USA Financial Formulas
Michigan
$286K -$139K -3,282 -33%
PSCM
1069
Per Stirling Capital Management
Texas
$285K -$1.1K -26 -0.4%
GA
1070
Goldstein Advisors
Wisconsin
$284K – – –
IFS
1071
Ifrah Financial Services
Arkansas
$284K -$1.35K -32 -0.5%
WOSD
1072
WFA of San Diego
California
$283K +$5.25K +124 +2%
CA
1073
Carson Advisory
Georgia
$282K – – –
SDWMA
1074
Schneider Downs Wealth Management Advisors
Pennsylvania
$282K – – –
PW
1075
PUREfi Wealth
Massachusetts
$279K – – –
41 42
43
44 45