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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
726
Gradient Investments
Minnesota
$79K -$10.6K -324 -12%
TSW
727
Thompson Siegel & Walmsley
Virginia
$79K – – –
CAL
728
Capital Analysts LLC
Pennsylvania
$76K -$16.9K -516 -18%
CYG
729
Clean Yield Group
Vermont
$76K +$78.6K +2,400 New
JEST
730
JTC Employer Solutions Trustee
Jersey
$76K +$78.6K +2,400 New
IFAM
731
Institutional & Family Asset Management
Colorado
$75K -$3.4K -104 -4%
BWA
732
BDO Wealth Advisors
Florida
$74K – – –
CFA
733
Carroll Financial Associates
North Carolina
$70K +$3.27K +100 +5%
HFS
734
Horizon Financial Services
North Carolina
$70K +$72.6K +2,218 New
WT
735
Whittier Trust
California
$65K -$36K -1,100 -35%
MSFP
736
Mark Sheptoff Financial Planning
Connecticut
$65K – – –
ASBI
737
American State Bank (Iowa)
Iowa
$63.2K – – –
FGAM
738
Financial Gravity Asset Management
Texas
$63K -$18.5K -566 -88%
FWM
739
Filbrandt Wealth Management
Wisconsin
$63K – – –
HC
740
Hoese & Co
Minnesota
$63K – – –
TC
741
Tacita Capital
Ontario, Canada
$63K – – –
ACA
742
Atlas Capital Advisors
Wyoming
$61.7K -$42.4K -1,296 -40%
EWM
743
Evermay Wealth Management
Virginia
$61K +$63.2K +1,930 New
CHA
744
Carmichael Hill & Associates
Maryland
$59K -$20.2K -616 -25%
GAM
745
Gemmer Asset Management
California
$59K – – –
DSC
746
Duncker Streett & Co
Missouri
$58K – – –
AIM
747
Anchor Investment Management
South Carolina
$58K – – –
HF
748
Halpern Financial
Virginia
$55.8K +$57.7K +1,764 New
CFN
749
Cordasco Financial Network
Florida
$55K – – –
QCG
750
Quadrant Capital Group
Ohio
$54K +$2.42K +74 +5%
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