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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
TrueWealth Advisors
Alabama
$438K +$24.3K +754 +5%
3LCM
627
3D/L Capital Management
Connecticut
$437K -$134K -4,156 -22%
GFA
628
Gallagher Fiduciary Advisors
Illinois
$430K +$109K +3,396 +30%
SSWM
629
Strait & Sound Wealth Management
California
$430K -$516 -16 -0.1%
FA
630
FDx Advisors
Illinois
$429K -$119K -3,696 -20%
SIS
631
Strategic Investment Solutions
Illinois
$426K +$420K +13,020 +6,200%
GKWIM
632
Gerber Kawasaki Wealth & Investment Management
California
$424K -$66.7K -2,068 -13%
AWM
633
Avitas Wealth Management
California
$423K -$49.6K -1,540 -10%
MTC
634
McDaniel Terry & Co
Texas
$416K – – –
CAG
635
Crestwood Advisors Group
Massachusetts
$416K +$455K +14,106 New
CW
636
CreativeOne Wealth
Kansas
$413K -$1.02M -31,756 -69%
PWMA
637
Pension & Wealth Management Advisors
Massachusetts
$411K +$449K +13,942 New
KC
638
Kades & Cheifetz
Pennsylvania
$406K -$17K -526 -4%
WA
639
WealthTrust Axiom
Pennsylvania
$406K – – –
USCWA
640
U.S. Capital Wealth Advisors
Texas
$402K +$3.16K +98 +0.7%
BOM
641
Bank of Marin
California
$402K +$37.3K +1,158 +9%
WI
642
Wintrust Investments
Illinois
$401K -$198K -6,148 -31%
CC
643
Constitution Capital
Connecticut
$401K -$3.22K -100 -0.7%
BAM
644
Belpointe Asset Management
Nevada
$397K -$195K -6,052 -31%
ST
645
Sageworth Trust
Pennsylvania
$396K -$2.45K -76 -0.6%
BCA
646
Bay Colony Advisors
Massachusetts
$391K -$65.5K -2,032 -13%
JGUA
647
John G. Ullman & Associates
New York
$389K -$63.8K -1,980 -13%
MAM
648
MWA Asset Management
Massachusetts
$387K +$423K +13,130 New
MAWAG
649
Mid-American Wealth Advisory Group
Missouri
$385K -$4.93M -152,948 -92%
JIP
650
Jaffetilchin Investment Partners
Florida
$383K -$40K -1,242 -9%
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