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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1651
GK Wealth Management
Nevada
– -$370K -8,664 Closed
PRP
1652
Peak Retirement Planning
Ohio
– -$355K -8,309 Closed
EPM
1653
Elm Partners Management
Pennsylvania
– -$339K -7,932 Closed
UF
1654
Univest Financial
Pennsylvania
– -$334K -7,830 Closed
FIA
1655
FPC Investment Advisory
California
– -$330K -7,726 Closed
I
1656
INVST
Indiana
– -$314K -7,353 Closed
GFG
1657
Goldstone Financial Group
Illinois
– -$309K -7,230 Closed
TCBWMS
1658
Texas Capital Bank Wealth Management Services
Texas
– -$308K -7,224 Closed
EFG
1659
Ehrlich Financial Group
California
– -$303K -7,093 Closed
NPT
1660
National Philanthropic Trust
Pennsylvania
– -$287K -6,715 Closed
RIM
1661
Redwood Investment Management
Arizona
– -$281K -6,589 Closed
ACP
1662
Arcus Capital Partners
Georgia
– -$256K -6,000 Closed
GCM
1663
Glaxis Capital Management
Florida
– -$256K -6,000 Closed
LCS
1664
Levin Capital Strategies
New York
– -$256K -6,000 Closed
LA
1665
Lifeworks Advisors
Michigan
– -$251K -5,884 Closed
PA
1666
ProCore Advisors
California
– -$242K -5,660 Closed
KFC
1667
Klingenstein Fields & Co
New York
– -$235K -5,502 Closed
BWM
1668
BCS Wealth Management
Tennessee
– -$234K -5,492 Closed
AWM
1669
Atticus Wealth Management
Florida
– -$229K -5,364 Closed
GC
1670
Gruss & Co
Florida
– -$213K -5,000 Closed
BOPW
1671
Brandywine Oak Private Wealth
Pennsylvania
– -$213K -4,984 Closed
BWM
1672
Buska Wealth Management
Wisconsin
– -$205K -4,797 Closed
MPIA
1673
Milestones Private Investment Advisors
New York
– -$204K -4,768 Closed
CRI
1674
Colonial River Investments
Virginia
– -$200K -4,693 Closed
SAG
1675
SageView Advisory Group
California
– -$131K -3,064 Closed
65 66
67
68 69