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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
626
Verity Asset Management
North Carolina
– -$295K -11,200 Closed
EWA
627
EP Wealth Advisors
California
– -$261K -9,910 Closed
SS
628
Sunbelt Securities
Texas
– -$257K -9,754 Closed
BAM
629
Belpointe Asset Management
Nevada
– -$227K -8,626 Closed
SSWM
630
Sheets Smith Wealth Management
North Carolina
– -$221K -8,400 Closed
AWM
631
AE Wealth Management
Kansas
– -$218K -8,270 Closed
IGGA
632
Iron Gate Global Advisors
Utah
– -$217K -8,268 Closed
NAMP
633
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$205K -7,790 Closed
SGK
634
Steigerwald Gordon & Koch
Virginia
– -$203K -7,724 Closed
USGIU
635
U.S. Global Investors (USGI)
Texas
– -$189K -7,200 Closed
PGA
636
Premia Global Advisors
Florida
– -$166K -6,390 Closed
PCM
637
Price Capital Management
Louisiana
– -$158K -6,000 Closed
AIP
638
Almanack Investment Partners
Pennsylvania
– -$128K -4,868 Closed
IAM
639
Integre Asset Management
New York
– -$121K -4,610 Closed
SNT
640
Security National Trust
West Virginia
– -$105K -4,000 Closed
MCM
641
MV Capital Management
Maryland
– -$76K -2,870 Closed
CA
642
Crewe Advisors
Utah
– -$75K -2,836 Closed
EWM
643
Evercore Wealth Management
New York
– -$59K -2,250 Closed
LWM
644
Lenox Wealth Management
Ohio
– -$53K -2,012 Closed
ACM
645
AUA Capital Management
Pennsylvania
– -$26K -1,000 Closed
PWM
646
Paulson Wealth Management
Illinois
– -$21K -800 Closed
BWA
647
BDO Wealth Advisors
Florida
– -$13K -500 Closed
WA
648
Waverly Advisors
Alabama
– -$12K -444 Closed
LC
649
Landaas & Company
Wisconsin
– -$8K -306 Closed
SPI
650
Santori & Peters Inc
Pennsylvania
– -$6K -266 Closed
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