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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1126
Penobscot Investment Management
Massachusetts
$315K +$1.13K +25 +0.4%
NPAN
1127
Northeast Planning Associates NH
New Hampshire
$314K -$10.8K -238 -3%
AFAS
1128
Acorn Financial Advisory Services
Virginia
$313K +$226 +5 +0.1%
GFG
1129
Grantvest Financial Group
New Jersey
$313K -$25K -552 -7%
TPBG
1130
Turning Point Benefit Group
Maryland
$312K +$96.4K +2,129 +45%
BDF
1131
Black Diamond Financial
Maryland
$312K +$181 +4 +0.1%
WIM
1132
Westside Investment Management
California
$310K -$20.4K -450 -6%
OAM
1133
Occidental Asset Management
California
$310K -$65.7K -1,450 -18%
LBC
1134
Leigh Baldwin & Co
New York
$308K +$34.6K +764 +13%
CAM
1135
Cozad Asset Management
Illinois
$306K +$3.9K +86 +1%
AFA
1136
American Financial Advisors
Georgia
$306K -$7.43K -164 -2%
CWM
1137
Copia Wealth Management
Oregon
$305K +$10.7K +237 +4%
EPW
1138
Endeavor Private Wealth
Kansas
$305K -$4.71K -104 -2%
DCM
1139
Dimension Capital Management
Florida
$304K +$89.7K +1,980 +42%
BFO
1140
Boston Family Office
Massachusetts
$304K – – –
BT
1141
Banque Transatlantique
France
$304K – – –
CA
1142
Carson Advisory
Georgia
$303K – – –
CRA
1143
Clear Retirement Advice
California
$302K – – –
SAM
1144
Smartleaf Asset Management
Massachusetts
$300K – – –
GGI
1145
Godsey & Gibb Inc
Virginia
$299K – – –
MWM
1146
Mission Wealth Management
California
$297K +$91K +2,010 +44%
BFIM
1147
Beese Fulmer Investment Management
Ohio
$297K +$12.8K +283 +5%
GA
1148
Goldstein Advisors
Wisconsin
$296K – – –
AOWM
1149
Asset One Wealth Management
Washington
$296K -$20.3K -448 -6%
TC
1150
Toews Corporation
New Jersey
$295K +$294K +6,500 New
44 45
46
47 48