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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
776
Claro Advisors
Massachusetts
$533K +$25.3K +648 +5%
CS
777
Capital Square
Tennessee
$531K -$222K -5,684 -30%
FSA
778
Fort Sheridan Advisors
Illinois
$527K -$23.4K -600 -4%
KWA
779
Kingswood Wealth Advisors
California
$526K -$75.6K -1,936 -13%
M
780
MYeCFO
California
$524K +$2.34K +60 +0.5%
AO
781
Advisor OS
Illinois
$524K +$519K +13,278 New
CTWM
782
Cherry Tree Wealth Management
Minnesota
$523K – – –
MGIA
783
Moneta Group Investment Advisors
Missouri
$523K -$85.7K -2,194 -14%
SIA
784
SeaBridge Investment Advisors
New Jersey
$523K – – –
VFG
785
V2 Financial group
Illinois
$522K +$160K +4,090 +45%
WCA
786
Westover Capital Advisors
Delaware
$520K – – –
EAM
787
Evanson Asset Management
California
$517K -$23.9K -612 -4%
CFO
788
Colony Family Offices
North Carolina
$516K +$52.7K +1,348 +11%
IMC
789
Investment Management Corporation
Virginia
$514K +$25.9K +662 +5%
CMAI
790
Capital Management Associates Inc
Minnesota
$508K +$503K +12,880 New
CWM
791
Chemistry Wealth Management
New York
$503K -$14.9K -382 -3%
CL
792
Choreo LLC
Illinois
$502K +$84.7K +2,168 +21%
CIC
793
Cutler Investment Counsel
Oregon
$498K – – –
CA
794
Calton & Associates
Florida
$498K +$56.6K +1,448 +13%
ST
795
Sageworth Trust
Pennsylvania
$495K – – –
KWM
796
Keebeck Wealth Management
Illinois
$492K -$109K -2,784 -18%
CC
797
Constitution Capital
Connecticut
$491K +$33.9K +868 +7%
VWM
798
VCI Wealth Management
Missouri
$490K +$486K +12,436 New
TCA
799
Transcend Capital Advisors
New Jersey
$488K +$23.3K +596 +5%
BCP
800
Berkeley Capital Partners
Georgia
$487K -$52K -1,332 -10%
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