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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
951
TD Private Client Wealth
New York
$72.6K +$4.37K +140 +7%
RIL
952
Rothschild Investment LLC
Illinois
$72.2K +$12.5K +400 +22%
PCWA
953
Pacific Capital Wealth Advisors
California
$68.8K -$1.21M -38,682 -95%
TIM
954
Tortoise Investment Management
New York
$67.9K -$13.1K -420 -17%
TCWA
955
Turtle Creek Wealth Advisors
Texas
$67.8K -$608K -19,476 -90%
AT
956
Avalon Trust
New Mexico
$65.7K – – –
CFB
957
Cullen/Frost Bankers
Texas
$65.5K -$16.2K -518 -21%
AWM
958
Activest Wealth Management
Florida
$62K +$54.3K +1,740 +1,160%
SNB
959
Security National Bank
Nebraska
$62K +$58.9K +1,888 New
HC
960
Hoese & Co
Minnesota
$61.5K – – –
AIA
961
Armor Investment Advisors
North Carolina
$61.4K – – –
AA
962
Addison Advisors
Vermont
$60.9K -$1.37K -44 -2%
WIA
963
Wetzel Investment Advisors
Indiana
$58.7K – – –
ATC
964
Adirondack Trust Company
New York
$58.2K – – –
VWM
965
Valley Wealth Managers
New Jersey
$58K +$13.4K +430 +32%
FCMT
966
Founders Capital Management (Texas)
Texas
$57.1K -$4.68K -150 -8%
SC
967
SouthState Corp
Florida
$56.5K – – –
OFG
968
Oxford Financial Group
Indiana
$52.9K -$18.5K -594 -27%
FGAM
969
Financial Gravity Asset Management
Texas
$52.7K -$11.4K -366 -19%
BFO
970
Biltmore Family Office
North Carolina
$52.5K – – –
FMII
971
Farmers & Merchants Investments Inc
Nebraska
$50.6K – – –
FRA
972
Front Row Advisors
California
$47.8K +$44.9K +1,438 +7,989%
BFPW
973
BOK Financial Private Wealth
Colorado
$45.4K -$31.3K -1,002 -42%
IF
974
Integrity Financial
Wyoming
$43.3K – – –
AA
975
Ancora Advisors
Ohio
$41.9K -$19.9K -638 -33%
37 38
39
40 41