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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1301
Blue Bell Private Wealth Management
Pennsylvania
$105K -$50.9K -1,150 -32%
ECM
1302
Estabrook Capital Management
New York
$103K +$753 +17 +0.7%
CYG
1303
Clean Yield Group
Vermont
$102K – – –
RTC
1304
Riverview Trust Company
Washington
$102K – – –
TRCT
1305
Tower Research Capital (TRC)
New York
$102K -$4.95M -111,820 -98%
SAM
1306
Smartleaf Asset Management
Massachusetts
$99.4K +$47.3K +1,069 +86%
MWM
1307
MGB Wealth Management
Texas
$98.4K +$177 +4 +0.2%
SAM
1308
Sherman Asset Management
California
$97.9K +$70.4K +1,590 +226%
TAM
1309
Townsend Asset Management
North Carolina
$94.3K -$44.8K -1,011 -31%
EW
1310
Elyxium Wealth
California
$94.2K +$97.7K +2,207 New
YDMI
1311
Y.D. More Investments
Israel
$94.1K – – –
AFC
1312
Ares Financial Consulting
California
$93.3K +$96.8K +2,185 New
FGA
1313
Fortis Group Advisors
New Jersey
$92.5K +$44 +1 +0%
SWM
1314
SHP Wealth Management
Massachusetts
$92.5K +$95.9K +2,165 New
EWM
1315
Evermay Wealth Management
Virginia
$91.4K -$7.97K -180 -8%
CTB
1316
Country Trust Bank
Illinois
$88.8K -$3.54K -80 -4%
RFG
1317
REAP Financial Group
Texas
$86K +$89.2K +2,015 New
BIM
1318
Brentview Investment Management
Illinois
$85.4K – – –
MAM
1319
Morse Asset Management
Connecticut
$85.4K +$88.6K +2,000 New
CSB
1320
City State Bank
Iowa
$85K – – –
ISWM
1321
Intesa Sanpaolo Wealth Management
$84.8K +$88K +1,987 New
PWA
1322
Physician Wealth Advisors
Utah
$82.4K +$44 +1 +0.1%
SHIM
1323
Stone House Investment Management
Pennsylvania
$82.2K – – –
SNB
1324
Security National Bank
Nebraska
$80.6K – – –
RF
1325
Rossby Financial
Florida
$80.5K +$19.6K +442 +31%
51 52
53
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