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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
526
Bernardo Wealth Planning
Pennsylvania
$220K +$226K +8,318 New
UCMOK
527
United Capital Management of KS
Kansas
$219K +$16.9K +622 +8%
OIA
528
Optimum Investment Advisors
Illinois
$218K +$435 +16 +0.2%
SDWMA
529
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K – – –
QCIG
530
Quad-Cities Investment Group
Iowa
$214K +$5.82K +214 +3%
ISL
531
Ingalls & Snyder LLC
New York
$213K -$50.4K -1,854 -19%
GLLW
532
Graves Light Lenhart Wealth
Virginia
$213K +$218K +8,036 New
SWA
533
Stratos Wealth Advisors
Ohio
$213K +$219K +8,052 New
CTA
534
Chesley Taft & Associates
Illinois
$212K – – –
PB
535
Pinnacle Bancorp
Nebraska
$210K +$215K +7,930 New
FPS
536
Fieldpoint Private Securities
Connecticut
$209K +$214K +7,880 New
CAM
537
Cresset Asset Management
Illinois
$209K +$214K +7,886 New
FAT
538
First American Trust
California
$207K -$19.6K -720 -8%
SG
539
StoneX Group
New York
$206K +$211K +7,778 New
ZB
540
Zions Bancorporation
Utah
$204K -$19.8K -728 -9%
SGK
541
Steigerwald Gordon & Koch
Virginia
$204K – – –
CL
542
Cabana LLC
Arkansas
$203K -$501K -18,428 -71%
IGGA
543
Iron Gate Global Advisors
Utah
$201K -$62.3K -2,294 -24%
SJIM
544
St. Johns Investment Management
Florida
$200K -$19.5K -718 -9%
RIM
545
Rampart Investment Management
Connecticut
$200K +$205K +7,550 New
WB
546
WesBanco Bank
West Virginia
$200K +$206K +7,576 New
WAM
547
Wealthspire Advisors (Maryland)
Maryland
$187K -$61.6K -2,268 -24%
EWM
548
Endurance Wealth Management
Rhode Island
$176K -$12.2K -450 -6%
LWM
549
Liberty Wealth Management
California
$172K +$177K +6,518 New
GRP
550
Global Retirement Partners
California
$165K – – –
20 21
22
23 24