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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MBWA
926
Marin Bay Wealth Advisors
California
$502K +$521K +11,755 New
OIS
927
Okabena Investment Services
Minnesota
$497K +$10.3K +233 +2%
SCM
928
Spreng Capital Management
Ohio
$497K +$3.99K +90 +0.8%
NWA
929
Navis Wealth Advisors
New York
$493K – – –
LHWM
930
Lake Hills Wealth Management
Texas
$488K +$506K +11,435 New
DCM
931
Donaldson Capital Management
Indiana
$487K +$174K +3,924 +52%
FDCDDQ
932
Federation des caisses Desjardins du Quebec
Quebec, Canada
$486K – – –
KFAS
933
Keating Financial Advisory Services
Kansas
$485K +$504K +11,370 New
CFP
934
Comprehensive Financial Planning
Pennsylvania
$484K -$13.9K -314 -3%
RPCONE
935
Retirement Planning Company of New England
Rhode Island
$484K -$930 -21 -0.2%
TMWM
936
Taylor & Morgan Wealth Management
Michigan
$478K +$3.59K +81 +0.7%
SS
937
SBI Securities
Japan
$478K +$5.58K +126 +1%
PA
938
Pinnacle Associates
New York
$477K -$37.1K -838 -7%
BWM
939
Birchcreek Wealth Management
Ohio
$476K -$26.7K -602 -5%
KLCM
940
KG&L Capital Management
Louisiana
$476K +$1.68K +38 +0.3%
RIP
941
Reliant Investment Partners
North Carolina
$476K +$23.5K +530 +5%
JIR
942
James Investment Research
Ohio
$475K – – –
TNB
943
Thomasville National Bank
Georgia
$475K -$26.6K -600 -5%
BOM
944
Bank of Marin
California
$475K -$8.86K -200 -2%
HT
945
Headlands Technologies
Illinois
$474K +$491K +11,095 New
FCBT
946
First Citizens Bank & Trust
North Carolina
$473K -$59.8K -1,350 -11%
ACP
947
Argyle Capital Partners
California
$472K +$53.9K +1,216 +12%
SP
948
Symmetry Partners
Connecticut
$470K +$488K +11,016 New
NB
949
Nicolet Bankshares
Wisconsin
$468K +$58.5K +1,320 +14%
CWS
950
Cypress Wealth Services
California
$467K +$243K +5,483 +100%
36 37
38
39 40