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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
901
Merit Financial Group
Georgia
– -$243K -7,516 Closed
BSW
902
Buckingham Strategic Wealth
Missouri
– -$238K -7,360 Closed
QCIG
903
Quad-Cities Investment Group
Iowa
– -$237K -7,354 Closed
GI
904
GAMCO Investors
Connecticut
– -$237K -7,350 Closed
CAM
905
Cresset Asset Management
Illinois
– -$237K -7,346 Closed
ECM
906
Evergreen Capital Management
Washington
– -$232K -7,166 Closed
SGK
907
Steigerwald Gordon & Koch
Virginia
– -$230K -7,124 Closed
B
908
Bailard
California
– -$229K -7,098 Closed
MCM
909
MAI Capital Management
Ohio
– -$225K -6,978 Closed
MCM
910
Maple Capital Management
Vermont
– -$223K -6,910 Closed
LWM
911
Laidlaw Wealth Management
New York
– -$220K -6,812 Closed
PPP
912
Private Portfolio Partners
New Jersey
– -$220K -6,810 Closed
ECG
913
Edge Capital Group
Georgia
– -$220K -6,800 Closed
APP
914
Avantax Planning Partners
Iowa
– -$219K -6,782 Closed
EWA
915
Exencial Wealth Advisors
Oklahoma
– -$218K -6,732 Closed
Comerica Bank
916
Comerica Bank
Texas
– -$232K -6,704 Closed
CWA
917
Clarus Wealth Advisors
Arizona
– -$214K -6,664 Closed
SBH
918
Segall Bryant & Hamill
Illinois
– -$215K -6,648 Closed
IGGA
919
Iron Gate Global Advisors
Utah
– -$214K -6,620 Closed
BFA
920
Beacon Financial Advisory
Ohio
– -$208K -6,450 Closed
WA
921
Winfield Associates
Ohio
– -$207K -6,400 Closed
EWM
922
Evercore Wealth Management
New York
– -$203K -6,270 Closed
UCMOK
923
United Capital Management of KS
Kansas
– -$202K -6,266 Closed
BS
924
Boenning & Scattergood
Pennsylvania
– -$202K -6,252 Closed
GIA
925
Granite Investment Advisors
New Hampshire
– -$201K -6,220 Closed
35 36
37
38 39