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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
726
Contravisory Investment Management
Massachusetts
$91K -$12.2K -386 -12%
CAL
727
Capital Analysts LLC
Pennsylvania
$90K +$633 +20 +0.7%
EA
728
Elm Advisors
California
$90K +$90.4K +2,856 New
POIA
729
Pin Oak Investment Advisors
Texas
$89K – – –
EP
730
Eudaimonia Partners
Tennessee
$88K – – –
TIM
731
Tortoise Investment Management
New York
$86K +$5.89K +186 +7%
BEI
732
Benjamin Edwards Inc
Missouri
$85K +$9.62K +304 +13%
GI
733
Gradient Investments
Minnesota
$83K – – –
S
734
SignatureFD
Georgia
$82K +$22.1K +698 +36%
SC
735
SouthState Corp
Florida
$81K – – –
DI
736
Disciplined Investments
Oklahoma
$81K +$316 +10 +0.4%
CHA
737
Carmichael Hill & Associates
Maryland
$78K -$2.34K -74 -3%
TSW
738
Thompson Siegel & Walmsley
Virginia
$78K – – –
CYG
739
Clean Yield Group
Vermont
$75K – – –
PCA
740
Providence Capital Advisors
North Carolina
$75K +$76.1K +2,404 New
SSWG
741
Seven Springs Wealth Group
Tennessee
$65K -$41.5K -1,310 -39%
CFA
742
Carroll Financial Associates
North Carolina
$65K -$1.52K -48 -2%
MSFP
743
Mark Sheptoff Financial Planning
Connecticut
$65K – – –
WT
744
Whittier Trust
California
$65K +$63.3K +2,000 +3,226%
FWM
745
Filbrandt Wealth Management
Wisconsin
$63K – – –
TC
746
Tacita Capital
Ontario, Canada
$63K +$63.3K +2,000 New
ASBI
747
American State Bank (Iowa)
Iowa
$62.7K +$63.3K +2,000 New
TPCW
748
TD Private Client Wealth
New York
$58.8K +$59.4K +1,876 New
CFFP
749
Center for Financial Planning
Michigan
$58K +$16.8K +530 +41%
PWM
750
Perigon Wealth Management
California
$58K +$59K +1,864 New
28 29
30
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