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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
601
Access Financial Services
Minnesota
$271K -$584K -18,836 -69%
SWM
602
Segment Wealth Management
Texas
$270K – – –
EA
603
Ellsworth Advisors
Ohio
$269K – – –
MC
604
Mathes Company
New York
$269K – – –
NFP
605
Narus Financial Partners
Utah
$268K +$260K +8,366 New
NFSG
606
Newbridge Financial Services Group
Florida
$267K -$16.8K -540 -6%
UWM
607
USAdvisors Wealth Management
Minnesota
$267K +$1.92K +62 +0.7%
BJL
608
Brighton Jones LLC
Washington
$265K +$1.36K +44 +0.5%
SB
609
Strategic Blueprint
Georgia
$265K +$41.8K +1,346 +19%
APP
610
Avantax Planning Partners
Iowa
$265K +$49.3K +1,590 +24%
SDWMA
611
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$558 +18 +0.2%
IC
612
Inscription Capital
Texas
$264K +$44.2K +1,426 +21%
ACI
613
Alpha Cubed Investments
California
$263K -$7.48M -240,952 -97%
CMO
614
Covenant Multifamily Offices
Texas
$263K -$107K -3,444 -30%
H
615
HoyleCohen
California
$262K – – –
GLLW
616
Graves Light Lenhart Wealth
Virginia
$262K +$558 +18 +0.2%
KFGK
617
Keystone Financial Group (Kentucky)
Kentucky
$262K +$31.8K +1,024 +14%
LJAC
618
L.J. Altfest & Co
New York
$259K -$21.5K -694 -8%
CTA
619
Chesley Taft & Associates
Illinois
$259K – – –
DBRC
620
D.B. Root & Company
Pennsylvania
$253K -$43.2K -1,394 -15%
CA
621
Calton & Associates
Florida
$253K +$186 +6 +0.1%
GM
622
GeoWealth Management
Illinois
$252K -$51.9K -1,674 -18%
OIA
623
Optimum Investment Advisors
Illinois
$251K -$30.3K -976 -11%
BA
624
Bridge Advisory
California
$251K +$620 +20 +0.3%
BS
625
Boenning & Scattergood
Pennsylvania
$250K -$12.3K -396 -5%
23 24
25
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