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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
626
CRA Financial Services
New Jersey
$951K -$9.92K -250 -1%
TCM
627
Telos Capital Management
California
$950K -$20.1K -506 -2%
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$946K – – –
BL
629
BFSG LLC
California
$946K -$31.5K -794 -3%
EL
630
Essex LLC
Illinois
$946K +$58K +1,462 +6%
OFS
631
OneAscent Financial Services
Alabama
$942K +$988K +24,898 New
TSWM
632
Triangle Securities Wealth Management
North Carolina
$941K -$5.95K -150 -0.6%
JCM
633
Jacobi Capital Management
Pennsylvania
$939K -$10.8K -272 -1%
NCM
634
Noesis Capital Mangement
Florida
$931K -$54.4K -1,370 -5%
TFA
635
Teamwork Financial Advisors
Texas
$925K -$635K -15,994 -40%
PWM
636
Purus Wealth Management
California
$923K +$967K +24,380 New
CAL
637
Capital Advisors Ltd
Ohio
$921K +$10.6K +266 +1%
AFO
638
Allie Family Office
Florida
$919K -$24.2K -610 -2%
CBT
639
Central Bank & Trust
Kentucky
$917K -$18K -454 -2%
WEG
640
World Equity Group
Illinois
$916K +$661K +16,662 +221%
AFG
641
Atomi Financial Group
New York
$915K -$240K -6,056 -20%
AF
642
Apexium Financial
Texas
$915K -$23.7K -596 -2%
S4W
643
Solutions 4 Wealth
Texas
$915K +$6.67K +168 +0.7%
SFS
644
Sowell Financial Services
Arkansas
$910K -$884K -22,288 -48%
MBI
645
May Barnhard Investments
Maryland
$899K +$4.92K +124 +0.5%
MWM
646
Meridian Wealth Management
Kentucky
$898K +$23.8K +600 +3%
NCM
647
Narwhal Capital Management
Georgia
$895K – – –
PAM
648
PCG Asset Management
New Jersey
$894K +$937K +23,610 New
JPLA
649
Joseph P. Lucia & Associates
New York
$893K +$287K +7,228 +44%
PA
650
PSI Advisors
Florida
$881K +$16K +404 +2%
24 25
26
27 28