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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1001
Covestor
United Kingdom
$9K -$774 -24 -7%
HDIM
1002
Hanson & Doremus Investment Management
Vermont
$9K – – –
SIS
1003
Sound Income Strategies
Florida
$8.9K – – –
CT
1004
Colonial Trust
South Carolina
$8.84K – – –
CWAF
1005
Core Wealth Advisors (Florida)
Florida
$8.84K – – –
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$8.37K – – –
CWC
1007
Carolinas Wealth Consulting
North Carolina
$7.77K +$64 +2 +0.8%
HI
1008
Hoey Investments
Pennsylvania
$7.37K – – –
SMA
1009
Sage Mountain Advisors
Georgia
$7.37K – – –
CMP
1010
Coston McIsaac & Partners
Maine
$7K +$64 +2 +0.8%
SIC
1011
SJS Investment Consulting
Ohio
$6.78K – – –
GWS
1012
Glassman Wealth Services
Virginia
$6.76K +$7.41K +230 New
PFA
1013
Pathway Financial Advisers
Indiana
$6.73K +$7.35K +228 New
M
1014
MOTCO
Texas
$6.72K – – –
ITIM
1015
Indiana Trust & Investment Management
Indiana
$6.66K +$7.29K +226 New
RBA
1016
Richard Bernstein Advisors
New York
$6.33K -$66.8M -2,072,942 -100%
OC
1017
Oakworth Capital
Alabama
$6.25K -$75.5K -2,342 -92%
RA
1018
Rise Advisors
New York
$6.04K -$2.58K -80 -28%
AW
1019
Avion Wealth
Texas
$6K – – –
CMBA
1020
C.M. Bidwell & Associates
Hawaii
$5.95K – – –
FP
1021
Financial Perspectives
Minnesota
$5.78K +$1.74K +54 +38%
DIP
1022
DT Investment Partners
Pennsylvania
$5.54K – – –
ACM
1023
Antonetti Capital Management
Florida
$5.01K – – –
DWMG
1024
DB Wealth Management Group
California
$4.95K -$10.2K -316 -65%
MIM
1025
Macroview Investment Management
Maryland
$4.74K -$5.67K -176 -52%
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41
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