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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
901
WealthShield Partners
North Carolina
– -$698K -21,806 Closed
HNW
902
High Note Wealth
Minnesota
– -$612K -19,144 Closed
LCS
903
Levin Capital Strategies
New York
– -$512K -16,000 Closed
GCMG
904
Gyroscope Capital Management Group
Florida
– -$467K -14,590 Closed
YIH
905
Y-Intercept (HK)
Hong Kong
– -$455K -14,328 Closed
HWA
906
Hillcrest Wealth Advisors
New Jersey
– -$397K -12,400 Closed
CASB
907
Cape Ann Savings Bank
Massachusetts
– -$347K -10,846 Closed
CWS
908
Cypress Wealth Services
California
– -$324K -10,130 Closed
CCM
909
Campbell Capital Management
Florida
– -$320K -10,000 Closed
BTWM
910
Baker Tilly Wealth Management
Wisconsin
– -$316K -9,876 Closed
TW
911
Transform Wealth
Colorado
– -$307K -9,592 Closed
RBCM
912
Raub Brock Capital Management
California
– -$288K -9,000 Closed
APW
913
Aurora Private Wealth
New Jersey
– -$286K -8,932 Closed
AG
914
Appleton Group
Wisconsin
– -$278K -8,692 Closed
TI
915
tru Independence
Oregon
– -$247K -7,728 Closed
ACM
916
Ategra Capital Management
Virginia
– -$247K -7,700 Closed
ADIM
917
Alpha DNA Investment Management
Maryland
– -$244K -7,650 Closed
WA
918
Waverly Advisors
Alabama
– -$244K -7,410 Closed
SFM
919
Signet Financial Management
New Jersey
– -$237K -7,388 Closed
MSFS
920
Main Street Financial Solutions
Pennsylvania
– -$235K -7,354 Closed
AFA
921
American Financial Advisors
Georgia
– -$224K -7,002 Closed
UBV
922
United Bank (Virginia)
Virginia
– -$224K -7,000 Closed
SFP
923
Sandbox Financial Partners
Maryland
– -$226K -6,956 Closed
TCA
924
Transcend Capital Advisors
New Jersey
– -$218K -6,730 Closed
HB
925
Homrich & Berg
Georgia
– -$214K -6,672 Closed
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38