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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
901
Whittier Trust
California
$84K – – –
TWM
902
Tradition Wealth Management
Minnesota
$83K +$277 +8 +0.4%
CHA
903
Carmichael Hill & Associates
Maryland
$82K +$10.7K +310 +16%
RAM
904
Riggs Asset Management
Pennsylvania
$76K +$4.78K +138 +7%
FAG
905
Fortitude Advisory Group
Washington
$75K – – –
ASBI
906
American State Bank (Iowa)
Iowa
$74.5K – – –
HC
907
Hoese & Co
Minnesota
$74K – – –
TC
908
Tacita Capital
Ontario, Canada
$74K – – –
CWA
909
Clearview Wealth Advisors
Oregon
$72K -$33.4K -962 -33%
EWM
910
Evermay Wealth Management
Virginia
$72K – – –
AIM
911
Anchor Investment Management
South Carolina
$71.5K +$2.98K +86 +5%
GAM
912
Gemmer Asset Management
California
$68K – – –
BWM
913
BerganKDV Wealth Management
Minnesota
$67K – – –
HDIM
914
Hanson & Doremus Investment Management
Vermont
$66K +$10.4K +300 +20%
FWM
915
Focused Wealth Management
New York
$65K +$208 +6 +0.3%
CFN
916
Cordasco Financial Network
Florida
$64K – – –
HCM
917
Highlander Capital Management
New Jersey
$63K +$58.9K +1,700 New
EW
918
Evoke Wealth
California
$60K -$52K -1,500 -48%
BFO
919
Biltmore Family Office
North Carolina
$60K – – –
DWA
920
Delos Wealth Advisors
Texas
$58K -$95.1K -2,744 -64%
GI
921
Gradient Investments
Minnesota
$58K -$10.7K -308 -17%
DI
922
Disciplined Investments
Oklahoma
$58K – – –
FRA
923
Front Row Advisors
California
$56K – – –
MA
924
MCF Advisors
Kentucky
$56K +$52K +1,500 New
MSFP
925
Mark Sheptoff Financial Planning
Connecticut
$54K -$20.8K -600 -29%
35 36
37
38 39