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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
901
Legacy Capital Wealth Partners
Arkansas
$608K +$57.5K +1,281 +11%
VCM
902
Vivaldi Capital Management
Illinois
$606K -$35.5K -791 -6%
EAM
903
Evanson Asset Management
California
$606K -$25.8K -576 -4%
UAS
904
United Asset Strategies
New York
$606K -$313K -6,970 -35%
WCA
905
Westover Capital Advisors
Delaware
$606K – – –
MPW
906
Melone Private Wealth
Michigan
$605K +$314 +7 +0.1%
LK
907
Lumbard & Kellner
New Hampshire
$602K +$3.32K +74 +0.6%
CFO
908
Colony Family Offices
North Carolina
$601K – – –
CC
909
Constitution Capital
Connecticut
$601K -$16.3K -363 -3%
FWM
910
FLP Wealth Management
Arkansas
$601K +$587K +13,086 New
AF
911
Arrow Financial
New York
$595K -$72.5K -1,617 -11%
SAFS
912
S&A Financial Services
Kansas
$594K +$581K +12,952 New
IAS
913
Insigneo Advisory Services
Florida
$593K +$209K +4,657 +56%
PD
914
Planning Directions
Pennsylvania
$593K +$20.2K +450 +4%
CWM
915
Chemistry Wealth Management
New York
$587K -$64.1K -1,429 -10%
SFC
916
Strategic Financial Concepts
Texas
$586K +$573K +12,780 New
PCOTEOTHU
917
Provident Company of the Employees of the Hebrew University
Israel
$586K -$3.1M -69,139 -84%
CTWM
918
Cherry Tree Wealth Management
Minnesota
$579K +$3.41K +76 +0.6%
SAS
919
Stelac Advisory Services
New York
$577K – – –
RMP
920
Richards, Merrill & Peterson
Washington
$576K +$516K +11,500 +1,095%
KWM
921
Keebeck Wealth Management
Illinois
$573K – – –
JC
922
JM2 Capital
Oklahoma
$571K +$7.58K +169 +1%
CPL
923
CAP Partners LLC
Tennessee
$569K +$13.6K +303 +3%
LTM
924
Lotus Technology Management
Florida
$565K -$282K -6,278 -34%
CIC
925
Cutler Investment Counsel
Oregon
$562K – – –
35 36
37
38 39