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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1651
Crestwood Advisors Group
Massachusetts
– -$259K -5,652 Closed
AW
1652
Alteri Wealth
California
– -$255K -5,561 Closed
AWM
1653
Aprio Wealth Management
Georgia
– -$245K -5,340 Closed
WPP
1654
Whalerock Point Partners
Rhode Island
– -$243K -5,300 Closed
BBP
1655
Banco BTG Pactual
Brazil
– -$242K -5,284 Closed
KIM
1656
Kestra Investment Management
Texas
– -$241K -5,256 Closed
AG
1657
Ascent Group
Virginia
– -$241K -5,245 Closed
PFGIA
1658
Patriot Financial Group Insurance Agency
Massachusetts
– -$241K -5,244 Closed
CGA
1659
Crescent Grove Advisors
Illinois
– -$240K -5,235 Closed
LCM
1660
LuminArx Capital Management
New York
– -$226K -5,000 Closed
SLC
1661
Second Line Capital
Louisiana
– -$234K -4,989 Closed
ECM
1662
Evergreen Capital Management
Washington
– -$226K -4,933 Closed
GLLW
1663
Graves Light Lenhart Wealth
Virginia
– -$224K -4,878 Closed
CAG
1664
Curtis Advisory Group
California
– -$219K -4,782 Closed
CCP
1665
Cane Capital Partners
Louisiana
– -$218K -4,740 Closed
CGF
1666
Constant Guidance Financial
Massachusetts
– -$211K -4,600 Closed
HIP
1667
HUB Investment Partners
Texas
– -$208K -4,527 Closed
BPWM
1668
Badgley Phelps Wealth Managers
Washington
– -$204K -4,442 Closed
ACM
1669
Avalon Capital Management
California
– -$203K -4,417 Closed
HIM
1670
Harbour Investment Management
Washington
– -$202K -4,402 Closed
EFG
1671
Everhart Financial Group
Ohio
– -$202K -4,400 Closed
TLFA
1672
True Link Financial Advisors
California
– -$173K -3,780 Closed
DWP
1673
Destiny Wealth Partners
Florida
– -$172K -3,740 Closed
GWANC
1674
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$160K -3,483 Closed
SSA
1675
Schonfeld Strategic Advisors
New York
– -$116K -2,536 Closed
65 66
67
68 69