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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
851
Texas Capital Bank Wealth Management Services
Texas
$303K +$305K +8,888 New
OLVIG
852
Oliver Lagore Vanvalin Investment Group
Michigan
$301K -$430K -12,526 -59%
SMC
853
Smith, Moore & Co
Missouri
$301K +$16.8K +488 +6%
AIP
854
ARS Investment Partners
New York
$300K +$5.15K +150 +2%
SEIA
855
Signature Estate & Investment Advisors
California
$298K +$301K +8,758 New
APP
856
Avantax Planning Partners
Iowa
$297K – – –
IGGA
857
Iron Gate Global Advisors
Utah
$297K -$4.74K -138 -2%
GT
858
Glenview Trust
Kentucky
$296K +$299K +8,696 New
MWM
859
Merriman Wealth Management
Washington
$293K – – –
BCP
860
Berkeley Capital Partners
Georgia
$292K +$15K +438 +5%
CAG
861
Crestwood Advisors Group
Massachusetts
$291K -$18.9K -550 -6%
AWM
862
Aries Wealth Management
Maine
$289K -$139K -4,040 -32%
DWS
863
Dynamic Wealth Strategies
California
$287K +$129K +3,760 +81%
WCF
864
West Coast Financial
California
$286K – – –
MC
865
Mathes Company
New York
$286K – – –
SQA
866
Simon Quick Advisors
New Jersey
$285K +$137 +4 +0%
JSW
867
Journey Strategic Wealth
New Jersey
$285K +$287K +8,370 New
YIA
868
YHB Investment Advisors
Connecticut
$283K -$59.5K -1,732 -17%
BWM
869
Buska Wealth Management
Wisconsin
$281K -$368K -10,710 -56%
LCWP
870
Legacy Capital Wealth Partners
Arkansas
$280K +$283K +8,232 New
SDWMA
871
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K – – –
VFG
872
V2 Financial group
Illinois
$279K – – –
PCMC
873
Planning Capital Management Corporation
Pennsylvania
$278K -$4.12K -120 -1%
FDCDDQ
874
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K +$6.8K +198 +2%
WF
875
Warner Financial
Maryland
$275K +$2.2K +64 +0.8%
33 34
35
36 37