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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
451
Lionsbridge Wealth Management
Florida
$1.74M -$145K -3,660 -7%
WAS
452
WESPAC Advisors SoCal
California
$1.73M -$120K -3,032 -6%
ZIG
453
Zuckerman Investment Group
Illinois
$1.73M +$189K +4,754 +12%
IFPG
454
Intrepid Financial Planning Group
Indiana
$1.73M -$73.5K -1,852 -4%
AWP
455
Accretive Wealth Partners
New Jersey
$1.72M -$2.3K -58 -0.1%
FSA
456
Franklin Street Advisors
North Carolina
$1.72M – – –
PWP
457
Perfromance Wealth Partners
Illinois
$1.7M -$31.2K -786 -2%
MCM
458
M1 Capital Management
Michigan
$1.69M +$1.77M +44,720 New
GWM
459
Geneos Wealth Management
Colorado
$1.69M -$3.17M -79,818 -64%
HVIA
460
Hudson Valley Investment Advisors
New York
$1.69M -$12.1K -306 -0.7%
KA
461
Kercheville Advisors
Texas
$1.67M -$63.5K -1,600 -3%
MWAM
462
Manhattan West Asset Management
California
$1.66M +$929K +23,408 +114%
HMS
463
Hanseatic Management Services
New Mexico
$1.66M -$42.7K -1,076 -2%
ECM
464
ExodusPoint Capital Management
New York
$1.64M +$1.72M +43,292 New
CGFA
465
Colton Groome Financial Advisors
North Carolina
$1.63M +$170K +4,288 +11%
HCM
466
Hollencrest Capital Management
California
$1.63M +$5.63K +142 +0.3%
CIC
467
Chilton Investment Company
Connecticut
$1.63M – – –
CAM
468
Cresset Asset Management
Illinois
$1.62M -$654K -16,490 -28%
SL
469
Savior LLC
Massachusetts
$1.62M +$7.14K +180 +0.4%
AWM
470
Accel Wealth Management
Iowa
$1.61M +$56.8K +1,432 +3%
SG
471
Sharper & Granite
California
$1.61M +$59.9K +1,510 +4%
CWM
472
Connecticut Wealth Management
Connecticut
$1.61M +$1.49M +37,440 +250%
PFA
473
Peak Financial Advisors
Colorado
$1.61M +$10.8K +272 +0.6%
NCM
474
NCM Capital Management
New Jersey
$1.6M +$5K +126 +0.3%
PG
475
Proffitt & Goodson
Tennessee
$1.59M +$3.81K +96 +0.2%
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