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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HOWA
926
Heritage Oak Wealth Advisors
Florida
$226K +$228K +6,630 New
AWE
927
Avidian Wealth Enterprises
Texas
$225K +$227K +6,602 New
OPPS
928
Obsidian Personal Planning Solutions
Maryland
$223K – – –
GA
929
Goldstein Advisors
Wisconsin
$222K – – –
AUB
930
Atlantic Union Bankshares
Virginia
$222K -$11.2K -326 -5%
PG
931
Prostatis Group
Maryland
$220K +$207K +6,032 New
KFC
932
Klingenstein Fields & Co
New York
$220K -$18.5M -538,582 -99%
CCG
933
Coastwise Capital Group
California
$220K -$64.8K -1,886 -23%
ZIMP
934
Zimmermann Investment Management & Planning
Pennsylvania
$220K +$1.24K +36 +0.6%
LP
935
LGL Partners
Pennsylvania
$219K +$221K +6,428 New
PWM
936
Palumbo Wealth Management
New York
$219K -$618 -18 -0.3%
BCP
937
Blue Chip Partners
Michigan
$219K -$1.05M -30,470 -83%
AIA
938
Ally Invest Advisors
North Carolina
$218K +$220K +6,402 New
AFP
939
Ausdal Financial Partners
Iowa
$217K +$1.3K +38 +0.6%
FIM
940
FWL Investment Management
Texas
$216K +$206K +5,994 +1,684%
BSA
941
Braun Stacey Associates
New York
$216K +$1.03K +30 +0.5%
MA
942
MKT Advisors
California
$214K – – –
BFWA
943
Benchmark Financial Wealth Advisors
Florida
$212K – – –
CDH
944
Charles D. Hyman
$212K – – –
GA
945
GFS Advisors
Texas
$212K +$292K +8,490 +103%
SA
946
SpiderRock Advisors
Delaware
$211K +$213K +6,200 New
PP
947
Pacifica Partners
Canada
$211K -$72.1K -2,100 -25%
AMCA
948
Arthur M. Cohen & Associates
Illinois
$210K – – –
CCM
949
Chilton Capital Management
Texas
$209K – – –
SF
950
Safeguard Financial
Wisconsin
$209K +$211K +6,144 New
36 37
38
39 40