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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
401
Wedbush Securities
California
$729K -$1.09M -34,104 -56%
EAM
402
Evanson Asset Management
California
$729K +$267K +8,356 +47%
TW
403
TrinityPoint Wealth
Connecticut
$728K +$140K +4,380 +20%
VA
404
Valmark Advisers
Ohio
$727K -$99.5K -3,110 -11%
TSWM
405
Triangle Securities Wealth Management
North Carolina
$723K -$17.9K -560 -2%
SCM
406
Symons Capital Management
Pennsylvania
$714K -$174K -5,434 -17%
TCM
407
Telos Capital Management
California
$708K -$2.11K -66 -0.3%
SFPG
408
Stonebridge Financial Planning Group
Florida
$692K +$10.2K +320 +1%
MHS
409
M Holdings Securities
Oregon
$685K +$791K +24,732 New
EWM
410
Endurance Wealth Management
Rhode Island
$683K -$64.8K -2,026 -8%
EDRH
411
Edmond de Rothschild Holding
Switzerland
$682K – – –
AF
412
Allworth Financial
California
$679K -$879K -27,498 -53%
SCM
413
Southport Capital Management
Tennessee
$678K -$141K -4,408 -15%
KA
414
Kovack Advisors
Florida
$676K +$134K +4,202 +21%
BAM
415
Belpointe Asset Management
Nevada
$673K -$382K -11,934 -33%
CFS
416
CRA Financial Services
New Jersey
$669K – – –
LNC
417
Lincoln National Corp
Pennsylvania
$669K +$96.6K +3,022 +14%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$669K +$131K +4,102 +24%
ODCM
419
Old Dominion Capital Management
Virginia
$665K – – –
WEPOG
420
Wealth Enhancement & Preservation of GA
Georgia
$661K +$802K +25,068 New
MC
421
Matisse Capital
Oregon
$657K +$758K +23,706 New
SPFA
422
Summit Place Financial Advisors
New Jersey
$652K +$753K +23,550 New
MFW
423
Meristem Family Wealth
Minnesota
$643K – – –
HR
424
Hayden Royal
North Carolina
$641K -$84.5K -2,642 -10%
LFAS
425
Level Four Advisory Services
Texas
$638K +$93.3K +2,918 +15%
15 16
17
18 19