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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
701
Curat Global
New Hampshire
$1.06M +$95.8K +2,115 +13%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$1.06M +$184K +4,056 +21%
MBT
703
Montecito Bank & Trust
California
$1.06M -$32.1K -709 -3%
AFO
704
Allie Family Office
Florida
$1.05M +$27.6K +610 +3%
FMWA
705
Forvis Mazars Wealth Advisors
Missouri
$1.05M – – –
HIP
706
Harrell Investment Partners
Texas
$1.05M -$18.1K -400 -2%
SAW
707
Signal Advisors Wealth
Michigan
$1.05M +$300K +6,630 +40%
MF
708
Meridian Financial
Massachusetts
$1.05M -$33.5K -740 -3%
BFWM
709
Bright Futures Wealth Management
New York
$1.05M -$159K -3,503 -13%
RIA
710
Realta Investment Advisors
Delaware
$1.04M -$410K -9,062 -28%
TC
711
Trust Company
Kansas
$1.04M -$71.9K -1,588 -6%
CFS
712
CRA Financial Services
New Jersey
$1.04M – – –
MCP
713
Mirador Capital Partners
California
$1.04M +$13.4K +295 +1%
ACP
714
Argyle Capital Partners
California
$1.04M +$148K +3,260 +17%
ACM
715
Allred Capital Management
Texas
$1.03M -$1.36K -30 -0.1%
OFS
716
OneAscent Financial Services
Alabama
$1.02M -$85.8K -1,895 -8%
WB
717
WesBanco Bank
West Virginia
$1.02M – – –
CWM
718
Chesapeake Wealth Management
Virginia
$1.02M -$3.4K -75 -0.3%
CPIG
719
Chicago Partners Investment Group
Illinois
$1.02M -$62.8K -1,386 -6%
SFG
720
Sovereign Financial Group
Connecticut
$1.02M -$116K -2,551 -10%
FB
721
Finward Bancorp
Indiana
$1.02M +$1.02M +22,411 New
DWP
722
Daymark Wealth Partners
Ohio
$1.02M +$337K +7,440 +50%
NCM
723
Narwhal Capital Management
Georgia
$1.01M – – –
CCP
724
Cushing Capital Partners
Wisconsin
$1.01M +$132K +2,916 +15%
PAM
725
PCG Asset Management
New Jersey
$1.01M -$21.1K -465 -2%
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