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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
626
HB Wealth Management
Georgia
$1.22M -$30K -678 -2%
NW
627
NewEdge Wealth
Pennsylvania
$1.22M -$399 -9 -0%
MT
628
Midwest Trust
Kansas
$1.22M -$76.8K -1,735 -6%
SNPAM
629
St. Nicholas Private Asset Management
Florida
$1.21M – – –
CAU
630
Caxton Associates (UK)
$1.21M +$1.26M +28,388 New
OFS
631
Opus Financial Solutions
Illinois
$1.21M +$1.26M +28,388 New
CCG
632
Cypress Capital Group
Florida
$1.21M +$224K +5,062 +22%
FDW
633
Fourth Dimension Wealth
Ohio
$1.21M -$1.51K -34 -0.1%
FNBOO
634
First National Bank of Omaha
Nebraska
$1.2M +$1.23M +27,883 New
PWG
635
Private Wealth Group
Florida
$1.19M +$46.4K +1,048 +4%
GAG
636
GM Advisory Group
New York
$1.18M +$292K +6,586 +31%
WF
637
WinCap Financial
Massachusetts
$1.18M -$2.66K -60 -0.2%
JCFM
638
JBR Co Financial Management
Oklahoma
$1.18M -$108K -2,440 -8%
JIP
639
Jaffetilchin Investment Partners
Florida
$1.17M +$65.3K +1,474 +6%
DAS
640
Diversify Advisory Services
Utah
$1.17M +$129K +2,922 +12%
RCA
641
Resonant Capital Advisors
Wisconsin
$1.15M – – –
DWM
642
Denver Wealth Management
Colorado
$1.14M -$3.42M -77,146 -74%
AWA
643
AmeriServ Wealth Advisors
Pennsylvania
$1.14M -$68.8K -1,554 -5%
MIM
644
Marshall Investment Management
Colorado
$1.14M -$8.41K -190 -0.7%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$1.14M +$1.03M +23,167 +662%
TL
646
Tradewinds LLC
North Carolina
$1.14M +$1.18M +26,660 New
SCM
647
Sage Capital Management
New Jersey
$1.14M -$4.74K -107 -0.4%
PWS
648
Pursuit Wealth Strategies
North Carolina
$1.14M +$1.18M +26,609 New
DF
649
Dedeker Financial
Minnesota
$1.13M +$1.17M +26,498 New
BP
650
BBR Partners
New York
$1.13M -$141K -3,178 -11%
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