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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
826
FormulaFolio Investments
Michigan
$7K -$305K -9,846 -98%
M
827
MOTCO
Texas
$7K – – –
WAS
828
Winch Advisory Services
Wisconsin
$7K +$62 +2 +1%
CP
829
Corbenic Partners
Pennsylvania
$7K +$6.39K +206 New
ACM
830
Allred Capital Management
Texas
$6.4K +$6.21K +200 New
MPWT
831
MassMutual Private Wealth & Trust
Connecticut
$6K -$3.73M -120,158 -100%
TF
832
Tompkins Financial
New York
$6K -$29.4K -948 -83%
SWM
833
Selective Wealth Management
Virginia
$6K -$16.6K -534 -73%
AW
834
Avion Wealth
Texas
$6K – – –
BAM
835
Barrett Asset Management
New York
$6K – – –
CWC
836
Carolinas Wealth Consulting
North Carolina
$6K – – –
CWA
837
Clearview Wealth Advisors
Oregon
$6K – – –
VNA
838
Valley National Advisers
Pennsylvania
$6K – – –
TCWM
839
Total Clarity Wealth Management
Illinois
$6K +$6.21K +200 New
TWP
840
TFO Wealth Partners
Ohio
$5K +$4.84K +156 New
FP
841
Financial Perspectives
Minnesota
$4.55K – – –
CMA
842
Cedar Mountain Advisors
Oregon
$4K – – –
FFA
843
Freedman Financial Associates
Massachusetts
$4K – – –
JFA
844
JNBA Financial Advisors
Minnesota
$4K – – –
MAM
845
Meeder Asset Management
Ohio
$4K +$3.97K +128 New
IHWM
846
Iron Horse Wealth Management
Iowa
$3K – – –
LAS
847
Lloyd Advisory Services
Georgia
$3K – – –
JMF
848
Johnson Midwest Financial
Iowa
$2K – – –
TAIM
849
TD Ameritrade Investment Management
Nebraska
$2K – – –
MWA
850
Moser Wealth Advisors
Washington
$2K +$1.68K +54 New
32 33
34
35 36