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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
1001
Guardian Wealth Advisors (North Carolina)
North Carolina
$82.9K -$11.9K -350 -13%
AF
1002
Affiance Financial
Minnesota
$82.6K – – –
FWM
1003
Focused Wealth Management
New York
$81.6K +$13.2K +388 +20%
MFT
1004
Moisand Fitzgerald Tamayo
Florida
$81.3K – – –
C
1005
Covestor
United Kingdom
$79K +$34.5K +1,016 +85%
IF
1006
Integrity Financial
Wyoming
$74.8K +$6.05K +178 +9%
FMII
1007
Farmers & Merchants Investments Inc
Nebraska
$71.4K – – –
HC
1008
Hoese & Co
Minnesota
$71K – – –
ASBI
1009
American State Bank (Iowa)
Iowa
$70.5K – – –
CWA
1010
Clearview Wealth Advisors
Oregon
$69.3K +$340 +10 +0.5%
HDIM
1011
Hanson & Doremus Investment Management
Vermont
$63K – – –
PFA
1012
Pathway Financial Advisers
Indiana
$62.9K +$60.7K +1,786 New
HCM
1013
Highlander Capital Management
New Jersey
$60K – – –
FDCDDQ
1014
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.4K – – –
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$59.3K +$7.55K +222 +15%
BFO
1016
Biltmore Family Office
North Carolina
$56.4K – – –
MTIM
1017
Marathon Trading Investment Management
Pennsylvania
$56.3K +$54.3K +1,596 New
AIM
1018
Anchor Investment Management
South Carolina
$56K -$11.2K -330 -17%
DWP
1019
Destiny Wealth Partners
Florida
$54.8K -$11M -324,200 -100%
DI
1020
Disciplined Investments
Oklahoma
$54.6K – – –
BWM
1021
BerganKDV Wealth Management
Minnesota
$53.4K -$9.65K -284 -16%
FRA
1022
Front Row Advisors
California
$51K -$1.7K -50 -3%
LAM
1023
Lakewood Asset Management
Illinois
$51K +$49.3K +1,450 New
CT
1024
Colonial Trust
South Carolina
$49.8K +$47.6K +1,400 New
DWA
1025
Delos Wealth Advisors
Texas
$48.7K -$1.77K -52 -4%
39 40
41
42 43