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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1201
Atlantic Edge Private Wealth Management
Florida
$25.9K +$23.7K +640 New
CWM
1202
Compass Wealth Management
Connecticut
$25K – – –
IRC
1203
Investors Research Corp
Georgia
$24.6K -$742 -20 -3%
PSB
1204
Piscataqua Savings Bank
New Hampshire
$24.2K – – –
BA
1205
Bristlecone Advisors
Washington
$24.2K +$22.3K +600 New
ST
1206
Smithfield Trust
Pennsylvania
$24K – – –
PP
1207
Paloma Partners
Connecticut
$23.7K -$5.28M -142,366 -100%
FGC
1208
Financial Gravity Companies
Texas
$23.3K +$21.4K +576 New
UCB
1209
United Community Bank
South Carolina
$23.1K – – –
SC
1210
Sawyer & Company
Massachusetts
$23K – – –
BAM
1211
Bellevue Asset Management
Washington
$22.6K – – –
CICI
1212
Capital Investment Counsel Inc
North Carolina
$22.3K – – –
ACA
1213
American Capital Advisory
Idaho
$21.9K -$371 -10 -2%
NRC
1214
New Republic Capital
North Carolina
$21.8K – – –
WGS
1215
Washington Growth Strategies
District of Columbia
$21.1K +$127K +3,428 New
HNB
1216
Hilltop National Bank
Wyoming
$20.7K – – –
FRA
1217
Front Row Advisors
California
$20.1K -$26K -702 -59%
BCV
1218
Banque Cantonale Vaudoise
Switzerland
$20K – – –
SWA
1219
SOA Wealth Advisors
New York
$19.5K +$148 +4 +0.8%
SIS
1220
Sound Income Strategies
Florida
$19.5K +$5.12K +138 +40%
MCA
1221
Maryland Capital Advisors
Maryland
$18.7K +$17.1K +462 New
GFPC
1222
Global Financial Private Client
Florida
$18.5K – – –
SC
1223
Stephens Consulting
Michigan
$18.2K -$27.5K -742 -62%
PWA
1224
Provenance Wealth Advisors
Florida
$17.9K +$16.5K +444 New
SAM
1225
Smartleaf Asset Management
Massachusetts
$17.1K +$15.8K +426 New
47 48
49
50 51