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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1251
Ancora Advisors
Ohio
$238K -$157K -3,500 -40%
MA
1252
MKT Advisors
California
$238K -$29.6K -659 -11%
CAM
1253
Chesapeake Asset Management
New York
$237K – – –
SGK
1254
Steigerwald Gordon & Koch
Virginia
$235K -$5.88K -131 -2%
RWM
1255
Rialto Wealth Management
New York
$235K +$15.5K +345 +7%
SLC
1256
Second Line Capital
Louisiana
$234K +$7K +156 +3%
SS
1257
Sunbelt Securities
Texas
$233K -$17K -378 -7%
WCM
1258
Whitener Capital Management
North Carolina
$233K -$538 -12 -0.2%
IFS
1259
Ifrah Financial Services
Arkansas
$233K -$245K -5,461 -52%
UFF
1260
USA Financial Formulas
Michigan
$233K -$34.9K -778 -13%
NEPWA
1261
New England Private Wealth Advisors
Massachusetts
$232K +$359 +8 +0.2%
JSL
1262
JT Stratford LLC
Georgia
$232K +$226K +5,045 New
PSF
1263
Pacific Sun Financial
California
$231K – – –
SFM
1264
Stack Financial Management
Montana
$230K +$225K +5,013 New
OA
1265
Operose Advisors
Wisconsin
$229K -$673 -15 -0.3%
SVWG
1266
Shared Vision Wealth Group
United States
$229K – – –
LCM
1267
LuminArx Capital Management
New York
$229K +$224K +5,000 New
DIP
1268
DT Investment Partners
Pennsylvania
$229K -$11.1K -248 -5%
BCP
1269
Blue Chip Partners
Michigan
$229K -$187K -4,171 -46%
CWP
1270
Cyndeo Wealth Partners
Florida
$229K -$13.1K -293 -6%
ABLA
1271
Alan B. Lancz & Associates
Ohio
$227K – – –
RZH
1272
Relyea Zuckerberg Hanson
Connecticut
$227K +$1.52K +34 +0.7%
WDG
1273
Wealth Dimensions Group
Ohio
$227K – – –
ECM
1274
Evergreen Capital Management
Washington
$226K +$221K +4,933 New
HA
1275
Herold Advisors
New York
$225K +$220K +4,910 New
49 50
51
52 53