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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
576
Bremer Trust National Association
Minnesota
$74K +$75.7K +2,786 New
BCA
577
Berman Capital Advisors
Georgia
$71K +$73K +2,686 New
YWP
578
YorkBridge Wealth Partners
New York
$69K – – –
TSW
579
Thompson Siegel & Walmsley
Virginia
$66K – – –
CYG
580
Clean Yield Group
Vermont
$64K +$65.2K +2,400 New
CFA
581
Carroll Financial Associates
North Carolina
$58K -$3.26K -120 -5%
WT
582
Whittier Trust
California
$56K – – –
MSFP
583
Mark Sheptoff Financial Planning
Connecticut
$55K – – –
WTC
584
WhitTier Trust Company
Nevada
$54K -$6.79K -250 -11%
TNBTD
585
Trustmark National Bank Trust Department
Mississippi
$54K – – –
BC
586
Barnett & Company
Tennessee
$53K +$54.4K +2,000 New
GI
587
Gradient Investments
Minnesota
$52K +$1.3K +48 +2%
SIAP
588
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$52K +$54.4K +2,000 New
PFGIA
589
Patriot Financial Group Insurance Agency
Massachusetts
$51K +$47.6K +1,750 +962%
KCM
590
Karp Capital Management
California
$48K +$48.9K +1,800 New
SBL
591
Sargent Bickham Lagudis
Colorado
$47K -$38.2K -1,404 -44%
CFN
592
Cordasco Financial Network
Florida
$46K +$47K +1,730 New
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$42K -$59.8K -2,200 -58%
FCA
594
FinTrust Capital Advisors
South Carolina
$42K +$42.9K +1,580 New
OIA
595
OneDigital Investment Advisors
Kansas
$42K +$43.6K +1,606 New
BOPW
596
Brandywine Oak Private Wealth
Pennsylvania
$42K +$45.5K +1,676 New
OC
597
Oakworth Capital
Alabama
$41K – – –
GEA
598
Glen Eagle Advisors
New Jersey
$40.2K – – –
JCM
599
Jacobi Capital Management
Pennsylvania
$40K +$1.14K +42 +3%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$39K – – –
22 23
24
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