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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
SouthState Corp
Florida
$83K – – –
DI
727
Disciplined Investments
Oklahoma
$83K +$248 +8 +0.3%
RFA
728
Reilly Financial Advisors
California
$82K +$73K +2,354 +1,177%
EP
729
Eudaimonia Partners
Tennessee
$80K -$10.5K -338 -12%
TSW
730
Thompson Siegel & Walmsley
Virginia
$80K – – –
CHA
731
Carmichael Hill & Associates
Maryland
$80K +$186 +6 +0.2%
IFAM
732
Institutional & Family Asset Management
Colorado
$79K +$43.4K +1,398 +130%
CAM
733
CenterStar Asset Management
Illinois
$76K – – –
BWA
734
BDO Wealth Advisors
Florida
$74K +$49.5K +1,596 +219%
CFA
735
Carroll Financial Associates
North Carolina
$68K +$1.36K +44 +2%
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
SSWG
737
Seven Springs Wealth Group
Tennessee
$66K – – –
TCOV
738
Trust Company of Vermont
Vermont
$66K +$63.6K +2,050 New
ASBI
739
American State Bank (Iowa)
Iowa
$64K – – –
FWM
740
Filbrandt Wealth Management
Wisconsin
$64K – – –
TC
741
Tacita Capital
Ontario, Canada
$64K – – –
HC
742
Hoese & Co
Minnesota
$63K +$61.4K +1,980 New
DSC
743
Duncker Streett & Co
Missouri
$59K -$49.6K -1,600 -47%
GAM
744
Gemmer Asset Management
California
$59K +$57.5K +1,852 New
AIM
745
Anchor Investment Management
South Carolina
$58.7K – – –
FDCDDQ
746
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5K +$21.7K +700 +66%
APWA
747
Atlas Private Wealth Advisors
New Jersey
$56K +$6.08K +196 +13%
CFN
748
Cordasco Financial Network
Florida
$55K – – –
MF
749
Manchester Financial
California
$53K +$931 +30 +2%
RG
750
Retirement Group
California
$52K +$6.45K +208 +15%
28 29
30
31 32