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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
851
Strait & Sound Wealth Management
California
$416K -$658K -17,734 -63%
BWM
852
Birchcreek Wealth Management
Ohio
$416K -$639K -17,234 -63%
FIM
853
FWL Investment Management
Texas
$413K +$144K +3,870 +61%
AFA
854
American Financial Advisors
Georgia
$412K +$15.6K +420 +4%
HBW
855
Hazlett, Burt & Watson
West Virginia
$412K +$50.1K +1,350 +15%
VF
856
VitalStone Financial
Texas
$410K +$91.9K +2,478 +32%
TWA
857
Talisman Wealth Advisors
New Jersey
$409K +$2.3K +62 +0.6%
HWAM
858
Hennion & Walsh Asset Management
New Jersey
$407K – – –
CAAS
859
Capital Asset Advisory Services
Michigan
$406K +$379K +10,218 New
ARC
860
Advisor Resource Council
Texas
$406K +$372K +10,040 New
CSIC
861
Clifford Swan Investment Counsel
California
$405K – – –
KWA
862
Kingswood Wealth Advisors
California
$405K +$372K +10,020 New
FTWA
863
Fifth Third Wealth Advisors
Ohio
$404K +$371K +10,006 New
GFA
864
Gallagher Fiduciary Advisors
Illinois
$404K -$110K -2,952 -23%
1IA
865
1834 Investment Advisors
Wisconsin
$403K -$224K -6,030 -38%
OIS
866
Okabena Investment Services
Minnesota
$403K – – –
FPGK
867
Financial Partners Group (Kansas)
Kansas
$403K +$370K +9,984 New
FDCDDQ
868
Federation des caisses Desjardins du Quebec
Quebec, Canada
$396K +$62.3K +1,680 +21%
SW
869
Simplicity Wealth
New Jersey
$396K +$9.13K +246 +3%
FT
870
Fiduciary Trust
Massachusetts
$394K +$362K +9,750 New
SCM
871
Spreng Capital Management
Ohio
$394K -$108K -2,900 -23%
AIP
872
ARS Investment Partners
New York
$393K +$34.6K +934 +11%
SFC
873
Strategic Financial Concepts
Texas
$392K -$22.7M -612,814 -98%
ISL
874
Ingalls & Snyder LLC
New York
$392K – – –
LA
875
Latitude Advisors
Florida
$392K +$360K +9,700 New
33 34
35
36 37