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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$345K -$22K -634 -6%
PAI
702
Pittenger & Anderson Inc
Nebraska
$345K – – –
BDF
703
Black Diamond Financial
Maryland
$343K +$320K +9,224 New
WTB
704
Washington Trust Bank
Washington
$340K -$22.1K -638 -7%
HW
705
Hancock Whitney
Mississippi
$340K +$13.9K +400 +5%
CWM
706
Congress Wealth Management
Massachusetts
$340K +$23.6K +680 +8%
FPW
707
Flagship Private Wealth
Massachusetts
$339K +$315K +9,096 New
FNFDCM
708
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$335K – – –
NWA
709
Navis Wealth Advisors
New York
$335K – – –
YIH
710
Y-Intercept (HK)
Hong Kong
$335K +$312K +8,994 New
SFBLI
711
Southern Farm Bureau Life Insurance
Mississippi
$335K +$312K +9,000 New
BJL
712
Brighton Jones LLC
Washington
$333K +$17.6K +508 +6%
PA
713
Procyon Advisors
Connecticut
$332K +$309K +8,918 New
JPLA
714
Joseph P. Lucia & Associates
New York
$331K -$65.9K -1,900 -18%
MSFS
715
Main Street Financial Solutions
Pennsylvania
$330K -$118K -3,398 -28%
IGGA
716
Iron Gate Global Advisors
Utah
$328K – – –
VAG
717
VisionPoint Advisory Group
Texas
$327K -$32.4K -936 -9%
SJIM
718
St. Johns Investment Management
Florida
$327K +$73.4K +2,118 +32%
AAM
719
Augustine Asset Management
Florida
$324K +$93.6K +2,700 +45%
EA
720
Ellsworth Advisors
Ohio
$323K – – –
HBW
721
Hazlett, Burt & Watson
West Virginia
$321K +$299K +8,616 New
HGERS
722
Householder Group Estate & Retirement Specialist
Arizona
$320K -$2.36K -68 -0.8%
AFS
723
Access Financial Services
Minnesota
$319K +$2.98K +86 +1%
MPCG
724
Matrix Private Capital Group
New York
$317K +$152K +4,372 +106%
NRI
725
NFP Retirement Inc
California
$316K – – –
27 28
29
30 31