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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
576
BOK Financial
Oklahoma
$599K -$20.6K -594 -4%
EWM
577
Endurance Wealth Management
Rhode Island
$597K -$54.8K -1,580 -9%
CP
578
Cumberland Partners
Ontario, Canada
$596K +$555K +16,006 New
AFWM
579
AMJ Financial Wealth Management
Virginia
$592K +$305K +8,790 +124%
LWA
580
Lowe Wealth Advisors
Maryland
$582K +$6.93K +200 +1%
JIC
581
Johnson Investment Counsel
Ohio
$582K +$35.3K +1,018 +7%
JGUA
582
John G. Ullman & Associates
New York
$581K -$6.93K -200 -1%
CAM
583
Cresset Asset Management
Illinois
$581K +$125K +3,618 +30%
SW
584
Simplicity Wealth
New Jersey
$579K -$520K -15,008 -49%
MAM
585
MMA Asset Management
Pennsylvania
$579K – – –
RIS
586
Retirement Income Solutions
Michigan
$579K +$173K +4,976 +47%
HCMT
587
Highland Capital Management (Tennessee)
Tennessee
$578K +$3.33K +96 +0.6%
3LCM
588
3D/L Capital Management
Connecticut
$577K -$42.5K -1,226 -7%
MWM
589
Meridian Wealth Management
Kentucky
$574K +$277 +8 +0.1%
OCM
590
Objective Capital Management
Ohio
$567K +$693 +20 +0.1%
PSIWM
591
Paradigm Strategies in Wealth Management
Minnesota
$566K +$555 +16 +0.1%
GC
592
Garde Capital
Washington
$565K – – –
SC
593
Shay Capital
New York
$558K +$520K +15,000 New
F
594
F3Logic
Minnesota
$552K -$1.49M -42,912 -74%
HIIFS
595
Harel Insurance Investments & Financial Services
Israel
$551K +$2.77K +80 +0.5%
BFG
596
Berger Financial Group
Minnesota
$550K – – –
JWA
597
JFS Wealth Advisors
Pennsylvania
$550K +$69 +2 +0%
APW
598
Aurora Private Wealth
New Jersey
$549K +$124K +3,570 +32%
EIA
599
Eldridge Investment Advisors
New Hampshire
$545K – – –
WEPOG
600
Wealth Enhancement & Preservation of GA
Georgia
$544K +$79.9K +2,304 +19%
22 23
24
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