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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1151
Ballast Financial Advisors
Pennsylvania
$290K +$24.1K +533 +9%
IAAG
1152
Innovative Asset Advisors Group
Connecticut
$288K -$49K -1,082 -15%
LW
1153
Lauer Wealth
Indiana
$287K +$285K +6,286 New
PP
1154
Pacifica Partners
Canada
$287K – – –
SF
1155
Symphony Financial
Texas
$286K -$1.99K -44 -0.7%
HFS
1156
Hopwood Financial Services
Virginia
$286K +$3.49K +77 +1%
CCMG
1157
Connecticut Capital Management Group
Connecticut
$284K – – –
CCM
1158
Cullen Capital Management
New York
$283K +$283K +6,250 New
IEFM
1159
IQ EQ Fund Management
Ireland
$283K -$4.03K -89 -1%
TGAM
1160
TBH Global Asset Management
Tennessee
$283K -$6.52K -144 -2%
GT
1161
GreatBanc Trust
Illinois
$282K +$63K +1,390 +29%
NFC
1162
Northstar Financial Companies
Pennsylvania
$278K +$41.4K +914 +18%
IWA
1163
Independent Wealth Advisors
North Carolina
$278K +$770 +17 +0.3%
CPA
1164
Cardiff Park Advisors
California
$277K – – –
DWG
1165
Darden Wealth Group
Michigan
$277K -$10.5K -232 -4%
GCA
1166
Gradient Capital Advisors
California
$276K – – –
LP
1167
LGL Partners
Pennsylvania
$276K +$1.77K +39 +0.6%
KWS
1168
Keystone Wealth Services
California
$276K -$43.3K -956 -14%
QP
1169
Quartz Partners
New York
$276K – – –
GC
1170
Garde Capital
Washington
$275K – – –
RI
1171
Ruggiero Investments
Florida
$275K +$9.96K +220 +4%
SW
1172
SkyOak Wealth
Michigan
$274K – – –
BSA
1173
Braun Stacey Associates
New York
$274K -$9.51K -210 -3%
WAM
1174
WNY Asset Management
New York
$272K -$18.8M -415,230 -99%
BCWM
1175
Bartlett & Co Wealth Management
Ohio
$272K – – –
45 46
47
48 49