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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
851
James Investment Research
Ohio
$455K – – –
TMWM
852
Taylor & Morgan Wealth Management
Michigan
$451K +$3.03K +76 +0.7%
EP
853
Edgestream Partners
New Jersey
$451K +$440K +11,044 New
SFS
854
Solitude Financial Services
Virginia
$444K -$106K -2,648 -20%
TWA
855
Tandem Wealth Advisors
Arizona
$443K -$3.03K -76 -0.7%
AAA
856
American Alpha Advisors
New York
$443K -$18.6K -466 -4%
RAG
857
RIA Advisory Group
Iowa
$440K +$80 +2 +0%
LA
858
LexAurum Advisors
Kansas
$438K -$1.43K -36 -0.3%
MCC
859
Money Concepts Capital
Florida
$437K +$207K +5,186 +94%
FIA
860
FPC Investment Advisory
California
$436K -$956 -24 -0.2%
RIP
861
Reliant Investment Partners
North Carolina
$434K -$11.8K -296 -3%
SWP
862
Summit Wealth Partners
Florida
$433K +$423K +10,606 New
4A
863
4Wealth Advisors
Illinois
$433K +$17.4K +436 +4%
CG
864
Curat Global
New Hampshire
$433K +$127K +3,184 +43%
FPW
865
Flagship Private Wealth
Massachusetts
$431K +$420K +10,550 New
DWS
866
Dynamic Wealth Strategies
California
$428K +$54.1K +1,358 +15%
SA
867
Strategic Advisors
New York
$427K -$1.43K -36 -0.3%
FDCDDQ
868
Federation des caisses Desjardins du Quebec
Quebec, Canada
$425K -$1.28M -32,010 -75%
FCBT
869
First Citizens Bank & Trust
North Carolina
$425K -$31.9K -800 -7%
HPBT
870
Hickory Point Bank & Trust
Illinois
$424K -$7.97K -200 -2%
ST
871
Spinnaker Trust
Maine
$421K – – –
LCWP
872
Legacy Capital Wealth Partners
Arkansas
$419K +$39.8K +998 +11%
CIS
873
Custom Index Systems
New York
$419K -$173K -4,332 -30%
OP
874
ORG Partners
Indiana
$417K -$18.3K -460 -4%
MWM
875
Mascagni Wealth Management
Mississippi
$416K +$406K +10,186 New
33 34
35
36 37