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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Cornerstone Advisory
Maryland
$220K +$241K +7,480 New
SMC
802
Smith, Moore & Co
Missouri
$220K -$10.1K -314 -4%
BJL
803
Brighton Jones LLC
Washington
$219K +$6.06K +188 +3%
WTB
804
Washington Trust Bank
Washington
$219K – – –
AWA
805
Arete Wealth Advisors
Illinois
$218K -$505K -15,654 -68%
KCM
806
Kanawha Capital Management
Virginia
$216K – – –
SCM
807
Sebold Capital Management
Illinois
$216K +$3.29K +102 +1%
HFS
808
Horizon Financial Services
North Carolina
$215K +$236K +7,308 New
BP
809
Broadleaf Partners
Ohio
$215K -$22.8K -708 -9%
XC
810
XY Capital
Hong Kong
$212K +$232K +7,206 New
VFG
811
V2 Financial group
Illinois
$212K – – –
PSF
812
Pacific Sun Financial
California
$212K – – –
HIC
813
Holderness Investments Company
North Carolina
$212K – – –
TSS
814
Two Sigma Securities
New York
$212K -$4.48M -138,962 -95%
BA
815
Bridge Advisory
California
$211K -$23.4K -726 -9%
PWM
816
Palumbo Wealth Management
New York
$211K -$77.6K -2,408 -25%
SGK
817
Steigerwald Gordon & Koch
Virginia
$210K – – –
KLCM
818
KG&L Capital Management
Louisiana
$209K +$18.4K +570 +9%
GFS
819
GYL Financial Synergies
Connecticut
$209K +$4.9K +152 +2%
SF
820
Synovus Financial
Georgia
$208K -$566K -17,544 -71%
AMR
821
Asset Management Resources
Massachusetts
$208K +$228K +7,062 New
JPLA
822
Joseph P. Lucia & Associates
New York
$208K – – –
FFA
823
Farther Finance Advisors
California
$208K +$30.5K +946 +16%
TPW
824
Transatlantique Private Wealth
New York
$206K – – –
AG
825
Advocate Group
Minnesota
$205K +$224K +6,948 New
31 32
33
34 35