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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1476
Allegheny Financial Group
Pennsylvania
– -$329K -8,070 Closed
GFA
1477
Gallagher Fiduciary Advisors
Illinois
– -$316K -7,732 Closed
WAM
1478
Worth Asset Management
Texas
– -$307K -7,524 Closed
RFA
1479
Resurgent Financial Advisors
Georgia
– -$295K -7,222 Closed
HOWA
1480
Heritage Oak Wealth Advisors
Florida
– -$295K -7,214 Closed
SWA
1481
Sightline Wealth Advisors
Connecticut
– -$290K -7,110 Closed
KW
1482
KWB Wealth
California
– -$258K -6,552 Closed
PWM
1483
Palumbo Wealth Management
New York
– -$264K -6,474 Closed
GAM
1484
Griffin Asset Management
New York
– -$263K -6,438 Closed
RC
1485
Raine Capital
New York
– -$261K -6,400 Closed
CP
1486
Castleview Partners
Texas
– -$255K -6,244 Closed
HA
1487
Helium Advisors
Washington
– -$252K -6,170 Closed
SCM
1488
Sollinda Capital Management
Florida
– -$249K -6,110 Closed
BFM
1489
Boothbay Fund Management
New York
– -$245K -6,000 Closed
Q
1490
QVR
California
– -$245K -6,000 Closed
MWA
1491
Midland Wealth Advisors
Illinois
– -$242K -5,928 Closed
SIA
1492
SeaBridge Investment Advisors
New Jersey
– -$231K -5,654 Closed
CW
1493
Channel Wealth
California
– -$212K -5,188 Closed
SWM
1494
Stockman Wealth Management
Montana
– -$203K -4,978 Closed
FWM
1495
FLP Wealth Management
Arkansas
– -$201K -4,914 Closed
IAS
1496
IMA Advisory Services
Colorado
– -$133K -3,254 Closed
KFGG
1497
Keystone Financial Group (Georgia)
Georgia
– -$101K -2,408 Closed
HT
1498
Headlands Technologies
Illinois
– -$89.6K -2,194 Closed
AAP
1499
Arax Advisory Partners
Colorado
– -$72.8K -1,782 Closed
CCM
1500
Carderock Capital Management
Maryland
– -$69.4K -1,700 Closed
57 58 59
60
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