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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
1651
Lake Hills Wealth Management
Texas
– -$488K -11,435 Closed
HT
1652
Headlands Technologies
Illinois
– -$474K -11,095 Closed
ITG
1653
Index Technologies Group
New York
– -$426K -9,983 Closed
SW
1654
SMART Wealth
Nebraska
– -$402K -9,417 Closed
GAA
1655
Guardian Asset Advisors
Pennsylvania
– -$382K -8,947 Closed
GWM
1656
GK Wealth Management
Nevada
– -$370K -8,664 Closed
PRP
1657
Peak Retirement Planning
Ohio
– -$355K -8,309 Closed
EPM
1658
Elm Partners Management
Pennsylvania
– -$339K -7,932 Closed
UF
1659
Univest Financial
Pennsylvania
– -$334K -7,830 Closed
FIA
1660
FPC Investment Advisory
California
– -$330K -7,726 Closed
I
1661
INVST
Indiana
– -$314K -7,353 Closed
GFG
1662
Goldstone Financial Group
Illinois
– -$309K -7,230 Closed
TCBWMS
1663
Texas Capital Bank Wealth Management Services
Texas
– -$308K -7,224 Closed
EFG
1664
Ehrlich Financial Group
California
– -$303K -7,093 Closed
NPT
1665
National Philanthropic Trust
Pennsylvania
– -$287K -6,715 Closed
RIM
1666
Redwood Investment Management
Arizona
– -$281K -6,589 Closed
ACP
1667
Arcus Capital Partners
Georgia
– -$256K -6,000 Closed
GCM
1668
Glaxis Capital Management
Florida
– -$256K -6,000 Closed
LCS
1669
Levin Capital Strategies
New York
– -$256K -6,000 Closed
LA
1670
Lifeworks Advisors
Michigan
– -$251K -5,884 Closed
PA
1671
ProCore Advisors
California
– -$242K -5,660 Closed
KFC
1672
Klingenstein Fields & Co
New York
– -$235K -5,502 Closed
BWM
1673
BCS Wealth Management
Tennessee
– -$234K -5,492 Closed
AWM
1674
Atticus Wealth Management
Florida
– -$229K -5,364 Closed
GC
1675
Gruss & Co
Florida
– -$213K -5,000 Closed
65 66
67
68 69