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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
676
Apollon Wealth Management
South Carolina
$70K +$71.8K +2,490 New
ACA
677
Aptus Capital Advisors
Alabama
$68K – – –
CYG
678
Clean Yield Group
Vermont
$68K – – –
MRC
679
Millburn Ridgefield Corp
New York
$67K +$53.5K +1,856 +356%
WCG
680
Weaver Consulting Group
California
$62K – – –
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$10.1K +350 +19%
CFA
682
Carroll Financial Associates
North Carolina
$61K – – –
CIAS
683
CBIZ Investment Advisory Services
Ohio
$61K – – –
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$59K – – –
FWM
685
Filbrandt Wealth Management
Wisconsin
$56K – – –
LIA
686
LS Investment Advisors
Michigan
$56K – – –
LWA
687
Lowe Wealth Advisors
Maryland
$56K +$57.7K +2,000 New
AIM
688
Anchor Investment Management
South Carolina
$51.7K – – –
TI
689
tru Independence
Oregon
$51K +$52.9K +1,834 New
CFN
690
Cordasco Financial Network
Florida
$49K – – –
EW
691
Evoke Wealth
California
$49K +$6.98K +242 +16%
TIM
692
Tortoise Investment Management
New York
$45K -$45.3K -1,570 -50%
LWS
693
Lucia Wealth Services
California
$45K – – –
APWA
694
Atlas Private Wealth Advisors
New Jersey
$45K +$45.6K +1,580 New
MF
695
Manchester Financial
California
$44K -$6.4K -222 -12%
NL
696
NVWM LLC
Pennsylvania
$43K -$2.83K -98 -6%
BAM
697
Bellevue Asset Management
Washington
$43K – – –
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K -$22.2K -770 -34%
IFAM
699
Institutional & Family Asset Management
Colorado
$42K -$13.3K -462 -24%
FRA
700
Front Row Advisors
California
$42K – – –
26 27
28
29 30