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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
551
Triangle Securities Wealth Management
North Carolina
$932K -$23.9K -696 -2%
OC
552
Oppenheimer & Co
New York
$928K -$618K -17,984 -40%
AWA
553
Arkadios Wealth Advisors
Georgia
$928K +$151K +4,390 +19%
CAC
554
Certified Advisory Corp
Florida
$928K +$116K +3,368 +14%
VA
555
Valmark Advisers
Ohio
$926K -$5.56K -162 -0.6%
FTIS
556
First Trust Investment Solutions
Florida
$926K -$120K -3,494 -11%
SCM
557
Sage Capital Management
New Jersey
$923K +$5.43K +158 +0.6%
FHA
558
First Horizon Advisors
Tennessee
$923K -$96.8K -2,818 -9%
CCG
559
Cypress Capital Group
Florida
$921K -$3.44K -100 -0.4%
SSW
560
Stone Summit Wealth
Florida
$919K -$41.6K -1,210 -4%
RCA
561
Resonant Capital Advisors
Wisconsin
$918K +$238K +6,930 +35%
MWM
562
Moulton Wealth Management
Washington
$915K +$909K +26,454 New
MYIA
563
Mount Yale Investment Advisors
Colorado
$907K -$153K -4,442 -14%
MBT
564
Montecito Bank & Trust
California
$901K -$144K -4,190 -14%
TCM
565
Telos Capital Management
California
$897K -$3.37K -98 -0.4%
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$896K -$90K -2,620 -9%
MFG
567
Merit Financial Group
Georgia
$895K -$15.9K -464 -2%
NCM
568
Narwhal Capital Management
Georgia
$887K -$27.5K -800 -3%
CA
569
Cornerstone Advisory
Maryland
$886K -$669K -19,480 -43%
SIC
570
Samalin Investment Counsel
New York
$874K +$16.3K +476 +2%
OFS
571
OneAscent Financial Services
Alabama
$873K -$225K -6,556 -20%
CIA
572
Cladis Investment Advisory
Montana
$871K +$13.9K +404 +2%
AI
573
Atom Investors
Texas
$870K -$812K -23,630 -48%
BL
574
BFSG LLC
California
$868K +$10.1K +294 +1%
AF
575
Apexium Financial
Texas
$857K +$42.3K +1,232 +5%
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