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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Cornerstone Wealth Management
Missouri
$389K +$2.87K +64 +0.8%
MAM
1052
MMA Asset Management
Pennsylvania
$389K -$8.21K -183 -2%
JFG
1053
Juno Financial Group
Virginia
$388K +$2.15K +48 +0.6%
VA
1054
Vident Advisory
Georgia
$388K -$151K -3,375 -29%
GEA
1055
Glen Eagle Advisors
New Jersey
$388K -$6.01K -134 -2%
TWM
1056
Tolleson Wealth Management
Texas
$387K – – –
SWA
1057
Stratos Wealth Advisors
Ohio
$387K -$268K -5,968 -41%
WAM
1058
Worth Asset Management
Texas
$386K +$377K +8,407 New
APP
1059
Avantax Planning Partners
Iowa
$386K -$41.3K -920 -10%
HWA
1060
Heritage Wealth Advisors
Virginia
$386K -$254K -5,657 -40%
PFA
1061
Pinnacle Family Advisors
Missouri
$385K -$400K -8,915 -52%
WTC
1062
WhitTier Trust Company
Nevada
$382K – – –
JIR
1063
James Investment Research
Ohio
$381K -$127K -2,824 -25%
VFP
1064
Vilga Financial Planning
New Jersey
$381K +$3.77K +84 +1%
OAM
1065
Occidental Asset Management
California
$380K -$82.1K -1,831 -18%
CKAIS
1066
Christensen King & Associates Investment Services
Washington
$378K – – –
KCM
1067
Kanawha Capital Management
Virginia
$376K – – –
BOJHT
1068
Bank of Jackson Hole Trust
Wyoming
$374K -$34.5K -768 -9%
GS
1069
GWN Securities
Florida
$374K +$224 +5 +0.1%
MAM
1070
Milestone Asset Management
Pennsylvania
$374K +$31.9K +712 +10%
FLPIM
1071
F.L. Putnam Investment Management
Massachusetts
$373K +$28.7K +639 +9%
RWM
1072
Ritholtz Wealth Management
New York
$373K -$27.7K -618 -7%
CG
1073
Caprock Group
Idaho
$367K +$359K +7,992 New
RPGK
1074
Retirement Planning Group (Kansas)
Kansas
$366K +$84.8K +1,889 +31%
WEG
1075
World Equity Group
Illinois
$366K -$224 -5 -0.1%
41 42
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