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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1126
Ritter Daniher Financial Advisory
Ohio
$12.3K – – –
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$12.3K +$12.4K +360 New
MSG
1128
Main Street Group
Virginia
$11.8K – – –
GA
1129
GoalVest Advisory
New York
$11.8K +$69 +2 +0.6%
SIS
1130
Sound Income Strategies
Florida
$11.7K +$1.44K +42 +14%
AIP
1131
Ameritas Investment Partners
Nebraska
$11.7K -$1.99K -58 -14%
RMC
1132
Resources Management Corp
Connecticut
$11K – – –
AIC
1133
Archer Investment Corporation
Indiana
$10.6K -$7.21K -210 -40%
CIA
1134
Cape Investment Advisory
Georgia
$10.3K +$10.4K +302 New
BWP
1135
Baldwin Wealth Partners
Massachusetts
$10.2K -$10.3K -300 -50%
CT
1136
Colonial Trust
South Carolina
$10.2K – – –
WWM
1137
Wolff Wiese Magana
California
$10.2K – – –
MG
1138
Mather Group
Illinois
$10.2K -$27.5K -800 -72%
HDIM
1139
Hanson & Doremus Investment Management
Vermont
$10K – – –
CMP
1140
Coston McIsaac & Partners
Maine
$10K +$275 +8 +3%
GJWM
1141
Gilliland Jeter Wealth Management
Arkansas
$9.81K – – –
PO
1142
Private Ocean
California
$9.68K – – –
CCMW
1143
Cypress Capital Management (Wyoming)
Wyoming
$9.61K -$672K -19,564 -99%
1IA
1144
1620 Investment Advisors
Massachusetts
$9.54K +$9.62K +280 New
FLPIM
1145
F.L. Putnam Investment Management
Massachusetts
$9.54K +$9.62K +280 New
AW
1146
Avion Wealth
Texas
$9K +$1.79K +52 +23%
HI
1147
Hoey Investments
Pennsylvania
$8.52K – – –
BHWM
1148
Beaird Harris Wealth Management
Texas
$8.52K +$8.59K +250 New
GWANC
1149
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.2K -$26.9K -784 -77%
PCM
1150
Penserra Capital Management
California
$8K -$4.02M -116,992 -100%
44 45
46
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