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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Kercheville Advisors
Texas
$435K – – –
RFA
1002
Resurgent Financial Advisors
Georgia
$435K +$23.1K +511 +6%
APIM
1003
Agate Pass Investment Management
Washington
$434K -$24.2K -534 -5%
SAM
1004
Sequent Asset Management
Texas
$434K – – –
DI
1005
Diligent Investors
California
$434K +$22.7K +502 +6%
MCM
1006
Maple Capital Management
Vermont
$433K -$46.5K -1,027 -10%
SIA
1007
Soltis Investment Advisors
Utah
$432K +$77.3K +1,707 +22%
MMPW
1008
Mitchell McLeod Pugh & Williams
Alabama
$431K +$45 +1 +0%
JWA
1009
JFS Wealth Advisors
Pennsylvania
$430K +$45 +1 +0%
FT
1010
Fiduciary Trust
Massachusetts
$426K -$13.6K -300 -3%
AIA
1011
AssuredPartners Investment Advisors
Florida
$424K +$72.2K +1,593 +21%
M
1012
MYeCFO
California
$421K – – –
AMG
1013
APS Management Group
California
$419K -$951 -21 -0.2%
GAA
1014
Guardian Asset Advisors
Pennsylvania
$418K +$418K +9,218 New
PT
1015
Plimoth Trust
Massachusetts
$418K +$17.6K +389 +4%
CSIC
1016
Clifford Swan Investment Counsel
California
$416K +$6.7K +148 +2%
E
1017
Entelevest
Florida
$415K +$25.9K +571 +7%
MA
1018
MBA Advisors
Pennsylvania
$413K +$83.7K +1,847 +25%
AT
1019
American Trust
Kentucky
$410K -$8.02K -177 -2%
CA
1020
COFG Advisors
Illinois
$410K +$172K +3,802 +73%
GWM
1021
GSB Wealth Management
Connecticut
$409K +$861 +19 +0.2%
MMCM
1022
Murphy & Mullick Capital Management
New York
$409K +$14.1K +311 +4%
OCA
1023
OpenArc Corporate Advisory
Georgia
$407K +$6.34K +140 +2%
PUI
1024
Purpose Unlimited Inc
$406K +$366K +8,085 +941%
VA
1025
VestGen Advisors
Illinois
$405K -$544 -12 -0.1%
39 40
41
42 43