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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1151
Resurgent Financial Advisors
Georgia
– -$295K -8,400 Closed
CFAM
1152
Center For Asset Management
Florida
– -$290K -8,270 Closed
MFS
1153
Mirabella Financial Services
United Kingdom
– -$285K -8,114 Closed
MCWS
1154
McKinley Carter Wealth Services
West Virginia
– -$281K -8,028 Closed
T
1155
TCWP
Ohio
– -$281K -8,020 Closed
FLPIM
1156
F.L. Putnam Investment Management
Massachusetts
– -$275K -7,836 Closed
CWM
1157
ClientFirst Wealth Management
Arkansas
– -$273K -7,780 Closed
3F
1158
360 Financial
Minnesota
– -$257K -7,408 Closed
CCM
1159
Compton Capital Management
Rhode Island
– -$259K -7,400 Closed
WWG
1160
West Wealth Group
California
– -$245K -6,988 Closed
PIM
1161
Penobscot Investment Management
Massachusetts
– -$232K -6,626 Closed
HFS
1162
Horizon Financial Services
North Carolina
– -$232K -6,620 Closed
FIBT
1163
First International Bank & Trust
North Dakota
– -$229K -6,520 Closed
AIM
1164
AHL Investment Management
Florida
– -$223K -6,370 Closed
BCP
1165
Berkeley Capital Partners
Georgia
– -$221K -6,302 Closed
BOM
1166
Bank of Marin
California
– -$218K -6,220 Closed
SFM
1167
Signet Financial Management
New Jersey
– -$217K -6,188 Closed
KLCM
1168
KG&L Capital Management
Louisiana
– -$213K -6,088 Closed
CC
1169
Claybrook Capital
Massachusetts
– -$210K -6,000 Closed
CPO
1170
Cerity Partners OCIO
New York
– -$207K -5,904 Closed
CWM
1171
Concentrum Wealth Management
California
– -$205K -5,836 Closed
BSA
1172
Braun Stacey Associates
New York
– -$203K -5,776 Closed
AW
1173
ACG Wealth
Georgia
– -$168K -4,798 Closed
EWA
1174
EP Wealth Advisors
California
– -$137K -3,916 Closed
WOSD
1175
WFA of San Diego
California
– -$123K -3,500 Closed
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47
48 49