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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
901
Washington Trust
Rhode Island
$115K -$75.8K -2,250 -39%
GWMIA
902
Global Wealth Management Investment Advisory
Florida
$110K +$113K +3,354 New
PA
903
PSI Advisors
Florida
$109K +$135 +4 +0.1%
GWSG
904
GPS Wealth Strategies Group
Colorado
$107K -$10.8K -320 -9%
RFA
905
Resurgent Financial Advisors
Georgia
$106K +$5.18K +154 +5%
HWP
906
Highline Wealth Partners
California
$105K – – –
TAM
907
Townsend Asset Management
North Carolina
$104K +$404 +12 +0.4%
PAG
908
Paladin Advisory Group
Iowa
$103K – – –
WP
909
WealthPLAN Partners
Nebraska
$102K – – –
TPCW
910
TD Private Client Wealth
New York
$100K -$141K -4,202 -58%
WWM
911
Wolff Wiese Magana
California
$99.7K +$67 +2 +0.1%
SWA
912
Sutton Wealth Advisors
Florida
$99.1K – – –
MA
913
MCF Advisors
Kentucky
$98.2K – – –
WIM
914
WealthPlan Investment Management
Nebraska
$98.2K – – –
FPFS
915
First Personal Financial Services
North Carolina
$96.5K – – –
VAG
916
VisionPoint Advisory Group
Texas
$96.5K +$99.3K +2,950 New
CTA
917
Colonial Trust Advisors
South Carolina
$95.5K – – –
HPIA
918
Hamilton Point Investment Advisors
North Carolina
$93.3K – – –
CAS
919
Coppell Advisory Solutions
Texas
$89.8K +$93.4K +2,774 New
TIM
920
Tortoise Investment Management
New York
$87.1K – – –
CFB
921
Cullen/Frost Bankers
Texas
$84.4K -$3.03K -90 -3%
OC
922
Oakworth Capital
Alabama
$83.6K -$18.3M -544,280 -100%
EWM
923
Evermay Wealth Management
Virginia
$82.1K – – –
VC
924
Vestor Capital
Illinois
$81K – – –
WWP
925
WR Wealth Planners
Missouri
$80.2K +$33.8K +1,004 +69%
35 36
37
38 39