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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
601
GGM Wealth Advisors
Maryland
$282K -$312K -9,524 -53%
MIFH
602
Migdal Insurance & Financial Holdings
Israel
$280K -$47.5K -1,450 -12%
HI
603
Horizon Investments
North Carolina
$280K +$290K +8,872 New
PIM
604
Penobscot Investment Management
Massachusetts
$279K -$68.7K -2,100 -19%
CL
605
Cabana LLC
Arkansas
$277K +$341K +10,426 New
OSNBOA
606
Old Second National Bank of Aurora
Illinois
$275K – – –
CCM
607
Chilton Capital Management
Texas
$272K -$2.16K -66 -0.8%
PT
608
Plimoth Trust
Massachusetts
$272K +$2.42K +74 +0.9%
NRI
609
NFP Retirement Inc
California
$269K – – –
CT
610
Coastline Trust
Rhode Island
$269K -$5.57K -170 -2%
AFS
611
Access Financial Services
Minnesota
$268K – – –
BBL
612
Beck Bode LLC
Massachusetts
$267K -$6.81K -208 -2%
EA
613
Ellsworth Advisors
Ohio
$266K – – –
MC
614
Mathes Company
New York
$266K – – –
SWM
615
Segment Wealth Management
Texas
$266K – – –
GM
616
GeoWealth Management
Illinois
$265K +$15.3K +466 +6%
BJL
617
Brighton Jones LLC
Washington
$264K +$1.57K +48 +0.6%
APP
618
Avantax Planning Partners
Iowa
$262K – – –
SDWMA
619
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K – – –
CMO
620
Covenant Multifamily Offices
Texas
$260K – – –
GLLW
621
Graves Light Lenhart Wealth
Virginia
$260K +$589 +18 +0.2%
BCM
622
Bayesian Capital Management
New York
$259K +$268K +8,200 New
H
623
HoyleCohen
California
$258K – – –
LJAC
624
L.J. Altfest & Co
New York
$256K +$196 +6 +0.1%
GIA
625
Gladstone Institutional Advisory
Florida
$254K -$1.15M -35,128 -81%
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