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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
401
WBH Advisory
Maryland
$2.8M -$57.4K -1,296 -2%
ACM
402
Agave Capital Management
$2.79M +$2.89M +65,230 New
TF
403
Tenzing Financial
Virginia
$2.79M +$2.89M +65,242 New
PP
404
Patten & Patten
Tennessee
$2.78M -$20.5K -464 -0.7%
SWM
405
Sendero Wealth Management
Texas
$2.77M +$800K +18,055 +39%
ANTB
406
AMG National Trust Bank
Colorado
$2.77M -$27.9K -630 -1%
LFG
407
Larson Financial Group
Missouri
$2.75M +$663K +14,967 +30%
HNB
408
Huntington National Bank
Ohio
$2.74M +$1.02K +23 +0%
WF
409
Wayfinding Financial
Washington
$2.73M -$41.5K -937 -1%
RFWA
410
RPg Family Wealth Advisory
Massachusetts
$2.72M -$336K -7,588 -11%
CIC
411
Carnegie Investment Counsel
Ohio
$2.7M +$1.03M +23,212 +58%
MA
412
Montag & Associates
Georgia
$2.7M +$32.2K +726 +1%
SWM
413
SeaCrest Wealth Management
New York
$2.68M +$397K +8,960 +16%
SCS
414
Southern Capital Services
Alabama
$2.68M +$2.78M +62,689 New
MFG
415
Midwest Financial Group
Kansas
$2.63M +$401K +9,048 +17%
RPG
416
Risk Paradigm Group
Texas
$2.62M +$2.71M +61,283 New
AWM
417
Apollon Wealth Management
South Carolina
$2.6M -$7.48K -169 -0.3%
SFP
418
Shepherd Financial Partners
Massachusetts
$2.6M +$16.1K +364 +0.6%
CPA
419
Capital Performance Advisors
California
$2.6M +$2.69M +60,811 New
IAA
420
Ironsides Asset Advisors
North Carolina
$2.59M -$26.4K -596 -1%
CCM
421
Cinctive Capital Management
New York
$2.59M +$2.68M +60,594 New
WBCM
422
Wilson & Boucher Capital Management
California
$2.59M +$52.6K +1,188 +2%
WGS
423
Washington Growth Strategies
District of Columbia
$2.58M +$804K +18,150 +43%
SCA
424
Sage Capital Advisors
South Dakota
$2.57M -$4.25K -96 -0.2%
ZIG
425
Zullo Investment Group
Pennsylvania
$2.57M +$18.1K +409 +0.7%
15 16
17
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