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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
726
Thompson Siegel & Walmsley
Virginia
$80K – – –
CHA
727
Carmichael Hill & Associates
Maryland
$80K +$186 +6 +0.2%
IFAM
728
Institutional & Family Asset Management
Colorado
$79K +$43.4K +1,398 +130%
CAM
729
CenterStar Asset Management
Illinois
$76K – – –
BWA
730
BDO Wealth Advisors
Florida
$74K +$49.5K +1,596 +219%
FP
731
Financial Perspectives
Minnesota
$71K +$278K +8,952 +6,304%
CFA
732
Carroll Financial Associates
North Carolina
$68K +$1.36K +44 +2%
MSFP
733
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
SSWG
734
Seven Springs Wealth Group
Tennessee
$66K – – –
TCOV
735
Trust Company of Vermont
Vermont
$66K +$63.6K +2,050 New
ASBI
736
American State Bank (Iowa)
Iowa
$64K – – –
FWM
737
Filbrandt Wealth Management
Wisconsin
$64K – – –
TC
738
Tacita Capital
Ontario, Canada
$64K – – –
HC
739
Hoese & Co
Minnesota
$63K +$61.4K +1,980 New
DSC
740
Duncker Streett & Co
Missouri
$59K -$49.6K -1,600 -47%
GAM
741
Gemmer Asset Management
California
$59K +$57.5K +1,852 New
AIM
742
Anchor Investment Management
South Carolina
$58.7K – – –
FDCDDQ
743
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$21.7K +700 +66%
APWA
744
Atlas Private Wealth Advisors
New Jersey
$56K +$6.08K +196 +13%
CFN
745
Cordasco Financial Network
Florida
$55K – – –
MF
746
Manchester Financial
California
$53K +$931 +30 +2%
RG
747
Retirement Group
California
$52K +$6.45K +208 +15%
QCG
748
Quadrant Capital Group
Ohio
$52K +$13.2K +426 +36%
FCB
749
First Command Bank
Texas
$52K +$39.2K +1,264 +363%
FCFS
750
First Command Financial Services
Texas
$52K +$39.2K +1,264 +363%
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30
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