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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
726
Orrstown Financial Services
Pennsylvania
$662K +$59.5K +1,500 +9%
1L
727
10Elms LLP
Oklahoma
$660K +$692K +17,436 New
SFG
728
SNS Financial Group
Minnesota
$658K -$131K -3,302 -16%
UAS
729
United Asset Strategies
New York
$649K -$51.7K -1,302 -7%
EIA
730
Eldridge Investment Advisors
New Hampshire
$648K – – –
MAG
731
M3 Advisory Group
Massachusetts
$648K +$44.5K +1,122 +7%
RIL
732
Rothschild Investment LLC
Illinois
$647K -$7.94K -200 -1%
RWP
733
RWA Wealth Partners
Massachusetts
$645K +$79 +2 +0%
ORC
734
O'Rourke & Company
Massachusetts
$644K +$40K +1,008 +6%
JHCP
735
Jackson Hole Capital Partners
Oklahoma
$644K -$8.49K -214 -1%
CCP
736
Cushing Capital Partners
Wisconsin
$642K +$674K +16,974 New
WANY
737
Wealthspire Advisors (New York)
New York
$642K +$191K +4,812 +40%
TWP
738
Tyche Wealth Partners
Texas
$638K -$7.7K -194 -1%
LSA
739
Lion Street Advisors
Texas
$628K +$79.1K +1,994 +14%
JIP
740
Jaffetilchin Investment Partners
Florida
$628K +$2.7K +68 +0.4%
ML
741
McAdam LLC
Pennsylvania
$626K +$30.6K +772 +5%
VCM
742
Vivaldi Capital Management
Illinois
$621K +$11.9K +300 +2%
AIM
743
AHL Investment Management
Florida
$619K – – –
MG
744
Marex Group
$617K -$16.8M -422,400 -96%
AF
745
Advisornet Financial
Minnesota
$616K +$109K +2,738 +20%
MTC
746
McDaniel Terry & Co
Texas
$612K -$3.57K -90 -0.6%
FNBT
747
FineMark National Bank & Trust
Florida
$611K +$794 +20 +0.1%
MYIA
748
Mount Yale Investment Advisors
Colorado
$610K -$178K -4,478 -22%
NPAN
749
Northeast Planning Associates NH
New Hampshire
$608K +$638K +16,070 New
FNBOH
750
First National Bank of Hutchinson
Kansas
$608K – – –
28 29
30
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