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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
976
Baystate Wealth Management
Massachusetts
$63.7K +$550 +18 +0.9%
LFA
977
Level Financial Advisors
New York
$63.5K – – –
ASBI
978
American State Bank (Iowa)
Iowa
$63.3K – – –
AT
979
Avalon Trust
New Mexico
$63.3K – – –
HC
980
Hoese & Co
Minnesota
$62.1K – – –
AA
981
Ancora Advisors
Ohio
$60.6K +$22.2K +726 +61%
AA
982
Addison Advisors
Vermont
$60.1K – – –
FGAM
983
Financial Gravity Asset Management
Texas
$59.9K +$25.6K +838 +74%
FCMT
984
Founders Capital Management (Texas)
Texas
$59.8K +$16.8K +550 +41%
AIA
985
Armor Investment Advisors
North Carolina
$59.2K +$23.2K +760 +68%
WIA
986
Wetzel Investment Advisors
Indiana
$58K +$55.7K +1,822 New
RIL
987
Rothschild Investment LLC
Illinois
$57K +$55K +1,800 New
ATC
988
Adirondack Trust Company
New York
$55.1K -$10.3K -336 -16%
SC
989
SouthState Corp
Florida
$54.5K -$79.3K -2,594 -60%
HCM
990
Highlander Capital Management
New Jersey
$53.8K – – –
BFO
991
Biltmore Family Office
North Carolina
$50.7K – – –
FMII
992
Farmers & Merchants Investments Inc
Nebraska
$48.8K -$14.9K -486 -24%
GWMIA
993
Global Wealth Management Investment Advisory
Florida
$48.7K -$55.5K -1,816 -54%
EA
994
Evolution Advisers
Virginia
$44K +$41.5K +1,358 New
VWM
995
Valley Wealth Managers
New Jersey
$42.3K – – –
IF
996
Integrity Financial
Wyoming
$41.7K – – –
DWA
997
Delos Wealth Advisors
Texas
$39.8K – – –
PAG
998
Paladin Advisory Group
Iowa
$38.2K – – –
TCOV
999
Trust Company of Vermont
Vermont
$38K +$6.12K +200 +20%
SC
1000
Stephens Consulting
Michigan
$37.7K – – –
38 39
40
41 42