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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1176
Capital Square
Tennessee
– -$203K -5,472 Closed
CWS
1177
Cypress Wealth Services
California
– -$203K -5,460 Closed
LW
1178
Linscomb Wealth
Texas
– -$203K -5,456 Closed
ORC
1179
O'Rourke & Company
Massachusetts
– -$201K -5,410 Closed
B
1180
Bellecapital
Switzerland
– -$201K -5,406 Closed
PAG
1181
Paladin Advisory Group
Iowa
– -$122K -3,380 Closed
HA
1182
Herold Advisors
New York
– -$108K -2,900 Closed
TSW
1183
Thompson Siegel & Walmsley
Virginia
– -$93K -2,500 Closed
FAG
1184
Fortitude Advisory Group
Washington
– -$75K -2,020 Closed
GAM
1185
Gemmer Asset Management
California
– -$68K -1,852 Closed
NWM
1186
Navigation Wealth Management
Colorado
– -$42K -1,138 Closed
LWMNY
1187
Landmark Wealth Management (New York)
New York
– -$500 -1,000 Closed
ARIS
1188
Advanced Research Investment Solutions
California
– -$35K -952 Closed
AW
1189
Alaethes Wealth
Nevada
– -$27K -726 Closed
BHWM
1190
Beaird Harris Wealth Management
Texas
– -$13K -400 Closed
FFWM
1191
Future Financial Wealth Management
Ohio
– -$10K -268 Closed
LAS
1192
Lloyd Advisory Services
Georgia
– -$10K -264 Closed
EWA
1193
EverSource Wealth Advisors
Alabama
– -$10K -260 Closed
OFG
1194
Oxford Financial Group
Indiana
– -$8K -210 Closed
CSB
1195
City State Bank
Iowa
– -$7K -200 Closed
PMFA
1196
Plante Moran Financial Advisors
Michigan
– -$6K -170 Closed
FFA
1197
Freedman Financial Associates
Massachusetts
– -$4K -116 Closed
TFP
1198
Tilia Fiduciary Partners
North Carolina
– -$1K -36 Closed
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