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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
901
Marcum Wealth
Ohio
$359K -$35.4K -954 -10%
EGA
902
E&G Advisors
Texas
$357K -$29.7K -800 -8%
AFG
903
ABLE Financial Group
Arizona
$355K +$71.5K +1,928 +28%
DWS
904
Dynamic Wealth Strategies
California
$354K +$13.4K +360 +4%
IGGA
905
Iron Gate Global Advisors
Utah
$353K – – –
SA
906
SpiderRock Advisors
Delaware
$349K +$90.1K +2,430 +39%
APIM
907
Agate Pass Investment Management
Washington
$348K +$41K +1,106 +15%
MWM
908
Merriman Wealth Management
Washington
$347K – – –
CFGS
909
Concourse Financial Group Securities
Alabama
$345K -$46.7K -1,258 -13%
SAF
910
Smith Anglin Financial
Texas
$341K -$163K -4,406 -34%
AWE
911
Avidian Wealth Enterprises
Texas
$339K +$66.8K +1,800 +27%
WCF
912
West Coast Financial
California
$339K – – –
MC
913
Mathes Company
New York
$339K – – –
SQA
914
Simon Quick Advisors
New Jersey
$338K +$74 +2 +0%
SMC
915
Smith, Moore & Co
Missouri
$338K -$17.4K -468 -5%
PCMC
916
Planning Capital Management Corporation
Pennsylvania
$337K +$7.42K +200 +2%
CAG
917
Crestwood Advisors Group
Massachusetts
$337K -$7.42K -200 -2%
SP
918
Successful Portfolios
Florida
$336K +$10.4K +280 +3%
CCM
919
Crew Capital Management
Ohio
$336K -$254K -6,842 -45%
CA
920
Claro Advisors
Massachusetts
$335K +$308K +8,302 New
OCPWS
921
One Charles Private Wealth Services
Massachusetts
$333K -$259K -6,990 -46%
AWM
922
Aries Wealth Management
Maine
$332K -$9.27K -250 -3%
SDWMA
923
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K – – –
YIA
924
YHB Investment Advisors
Connecticut
$327K -$7.42K -200 -2%
WF
925
Warner Financial
Maryland
$327K +$890 +24 +0.3%
35 36
37
38 39