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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
801
Westover Capital Advisors
Delaware
$539K – – –
KWM
802
Keebeck Wealth Management
Illinois
$537K +$26.2K +658 +5%
PIWA
803
Prevail Innovative Wealth Advisors
Kansas
$537K +$524K +13,146 New
CFO
804
Colony Family Offices
North Carolina
$535K – – –
MCM
805
Maple Capital Management
Vermont
$531K -$86.1K -2,160 -14%
GAG
806
GM Advisory Group
New York
$526K +$513K +12,874 New
RFN
807
Redwood Financial Network
Ohio
$522K +$69K +1,732 +16%
PSFG
808
Park Square Financial Group
Georgia
$520K +$22.2K +558 +5%
SFC
809
Summit Financial Consulting
Michigan
$516K -$111K -2,794 -18%
CIC
810
Cutler Investment Counsel
Oregon
$516K – – –
CS
811
Capital Square
Tennessee
$515K -$38.6K -970 -7%
RIG
812
RiverFront Investment Group
Virginia
$513K +$200K +5,012 +66%
CTWM
813
Cherry Tree Wealth Management
Minnesota
$512K -$29.1K -730 -6%
PCA
814
Prosperity Capital Advisors
Ohio
$511K +$150K +3,756 +43%
FIC
815
Family Investment Center
Missouri
$510K -$56.3K -1,412 -10%
ST
816
Sageworth Trust
Pennsylvania
$510K -$2.71K -68 -0.5%
CC
817
Constitution Capital
Connecticut
$510K +$1.2K +30 +0.2%
TCMP
818
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K +$498K +12,490 New
BOM
819
Bank of Marin
California
$508K +$496K +12,436 New
M
820
MYeCFO
California
$501K -$39.8K -1,000 -8%
AF
821
Apollon Financial
South Carolina
$501K +$15.9K +400 +3%
CA
822
Clearstead Advisors
Ohio
$495K +$129K +3,228 +36%
PD
823
Planning Directions
Pennsylvania
$494K +$2.79K +70 +0.6%
PA
824
Pinnacle Associates
New York
$494K – – –
CMI
825
Clare Market Investments
Texas
$492K +$480K +12,052 New
31 32
33
34 35