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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
801
Keebeck Wealth Management
Illinois
$537K +$26.2K +658 +5%
PIWA
802
Prevail Innovative Wealth Advisors
Kansas
$537K +$524K +13,146 New
CFO
803
Colony Family Offices
North Carolina
$535K – – –
MCM
804
Maple Capital Management
Vermont
$531K -$86.1K -2,160 -14%
GAG
805
GM Advisory Group
New York
$526K +$513K +12,874 New
RFN
806
Redwood Financial Network
Ohio
$522K +$69K +1,732 +16%
PSFG
807
Park Square Financial Group
Georgia
$520K +$22.2K +558 +5%
SFC
808
Summit Financial Consulting
Michigan
$516K -$111K -2,794 -18%
CIC
809
Cutler Investment Counsel
Oregon
$516K – – –
CS
810
Capital Square
Tennessee
$515K -$38.6K -970 -7%
RIG
811
RiverFront Investment Group
Virginia
$513K +$200K +5,012 +66%
CTWM
812
Cherry Tree Wealth Management
Minnesota
$512K -$29.1K -730 -6%
PCA
813
Prosperity Capital Advisors
Ohio
$511K +$150K +3,756 +43%
FIC
814
Family Investment Center
Missouri
$510K -$56.3K -1,412 -10%
ST
815
Sageworth Trust
Pennsylvania
$510K -$2.71K -68 -0.5%
CC
816
Constitution Capital
Connecticut
$510K +$1.2K +30 +0.2%
TCMP
817
Thrive Capital Management (Pennsylvania)
Pennsylvania
$510K +$498K +12,490 New
BOM
818
Bank of Marin
California
$508K +$496K +12,436 New
M
819
MYeCFO
California
$501K -$39.8K -1,000 -8%
AF
820
Apollon Financial
South Carolina
$501K +$15.9K +400 +3%
CA
821
Clearstead Advisors
Ohio
$495K +$129K +3,228 +36%
PD
822
Planning Directions
Pennsylvania
$494K +$2.79K +70 +0.6%
PA
823
Pinnacle Associates
New York
$494K – – –
CMI
824
Clare Market Investments
Texas
$492K +$480K +12,052 New
JCM
825
Jacobi Capital Management
Pennsylvania
$491K -$3.35K -84 -0.7%
31 32
33
34 35