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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MLM
751
Mount Lucas Management
Pennsylvania
$607K -$81.5K -2,054 -11%
MFIM
752
Mesirow Financial Investment Management
Illinois
$606K -$29.4K -740 -4%
KC
753
Kades & Cheifetz
Pennsylvania
$605K -$14.4K -364 -2%
SFS
754
Solitude Financial Services
Virginia
$601K +$5.56K +140 +0.9%
CW
755
Cooksen Wealth
Texas
$598K +$21.7K +546 +4%
AGC
756
Aspen Grove Capital
Colorado
$590K – – –
WCM
757
Windsor Capital Management
Arizona
$587K -$3.1K -78 -0.5%
MGIA
758
Moneta Group Investment Advisors
Missouri
$585K +$77.5K +1,952 +14%
FI
759
Fosun International
China
$583K +$611K +15,400 New
PS
760
Principal Securities
Iowa
$582K -$336K -8,456 -35%
KWA
761
Kingswood Wealth Advisors
California
$578K +$209K +5,260 +52%
MCM
762
Maple Capital Management
Vermont
$578K +$8.97K +226 +2%
KWM
763
Keebeck Wealth Management
Illinois
$578K – – –
TW
764
Transform Wealth
Colorado
$578K -$88.3K -2,224 -13%
UF
765
Univest Financial
Pennsylvania
$576K +$304K +7,656 +101%
KWS
766
Keystone Wealth Services
California
$574K +$124K +3,126 +26%
CPIG
767
Chicago Partners Investment Group
Illinois
$570K – – –
PBK
768
Peoples Bank (Kansas)
Kansas
$569K – – –
DP
769
Dearborn Partners
Illinois
$567K – – –
RCAG
770
Rehmann Capital Advisory Group
Michigan
$563K +$2.7K +68 +0.5%
VWA
771
Visionary Wealth Advisors
Illinois
$563K -$944K -23,800 -62%
WA
772
WealthTrust Axiom
Pennsylvania
$557K -$1.27K -32 -0.2%
CIS
773
Custom Index Systems
New York
$552K +$11K +278 +2%
VCA
774
Verdence Capital Advisors
Maryland
$550K +$224K +5,636 +63%
SFG
775
Sovereign Financial Group
Connecticut
$547K -$6.83K -172 -1%
29 30
31
32 33