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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
601
AHL Investment Management
Florida
$581K +$363K +10,780 +155%
WPC
602
White Pine Capital
Minnesota
$578K +$17.6K +524 +3%
HSA
603
HBK Sorce Advisory
Pennsylvania
$578K -$219K -6,516 -27%
EGA
604
E&G Advisors
Texas
$573K +$13.5K +400 +2%
KC
605
Kenfarb & Co
Kentucky
$572K – – –
HIA
606
Harbor Investment Advisory
Maryland
$572K +$254K +7,542 +76%
CGH
607
CMG Global Holdings
Texas
$566K +$10.1K +300 +2%
DLHL
608
Donald L. Hagan LLC
Florida
$552K +$246K +7,318 +77%
CTWM
609
Cherry Tree Wealth Management
Minnesota
$552K +$568K +16,874 New
WCM
610
Windsor Capital Management
Arizona
$551K -$17.5K -520 -3%
UAS
611
United Asset Strategies
New York
$549K -$4.05M -120,434 -88%
PSIWM
612
Paradigm Strategies in Wealth Management
Minnesota
$547K -$9.43K -280 -2%
FNBOH
613
First National Bank of Hutchinson
Kansas
$540K +$4.31K +128 +0.8%
GKWIM
614
Gerber Kawasaki Wealth & Investment Management
California
$538K -$43.2K -1,284 -7%
GT
615
Greenleaf Trust
Michigan
$536K – – –
WANY
616
Wealthspire Advisors (New York)
New York
$532K +$29.7K +882 +6%
MCM
617
Maple Capital Management
Vermont
$531K +$42.8K +1,272 +9%
PWP
618
Phillips Wealth Planners
Mississippi
$528K +$105K +3,104 +24%
MMG
619
Monetary Management Group
Missouri
$525K – – –
TCA
620
Taconic Capital Advisors
New York
$524K +$539K +16,000 New
MWM
621
Meridian Wealth Management
Kentucky
$521K -$7.41K -220 -1%
AWM
622
Avitas Wealth Management
California
$520K +$5.39K +160 +1%
RA
623
Rockingstone Advisors
Massachusetts
$519K -$17.3K -514 -3%
LSA
624
Lion Street Advisors
Texas
$518K +$67.7K +2,012 +15%
BSB
625
Bangor Savings Bank
Maine
$517K -$14.1K -418 -3%
23 24
25
26 27