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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Bellevue Asset Management
Washington
$30K – – –
FWP
952
FAS Wealth Partners
Kansas
$30K – – –
PB
953
Pinnacle Bancorp
Nebraska
$30K – – –
BAM
954
Byrne Asset Management
New Jersey
$30K +$1.87K +54 +7%
BW
955
Bison Wealth
Georgia
$28K +$1.94K +56 +8%
APW
956
Acima Private Wealth
Virginia
$27K – – –
JAWM
957
J. Arnold Wealth Management
Ohio
$27K – – –
AW
958
Alaethes Wealth
Nevada
$27K +$2.01K +58 +9%
TAM
959
Tucker Asset Management
Colorado
$26.1K – – –
IFAM
960
Institutional & Family Asset Management
Colorado
$26K +$9.22K +266 +62%
AFG
961
Albion Financial Group
Utah
$25K – – –
MAM
962
Meeder Asset Management
Ohio
$25K +$23.7K +684 New
FNBOSM
963
First National Bank of South Miami
Florida
$24K – – –
SFCL
964
Strengthening Families & Communities LLC
Massachusetts
$24K +$139 +4 +0.6%
ARMC
965
American Research & Management Company
Massachusetts
$22K – – –
FCA
966
FinTrust Capital Advisors
South Carolina
$22K – – –
SWM
967
Sugarloaf Wealth Management
Georgia
$22K – – –
NOI
968
Newton One Investments
Delaware
$21K – – –
SCA
969
Stonebridge Capital Advisors
Minnesota
$21K +$1.18K +34 +6%
HWMA
970
Heritage Wealth Management (Arizona)
Arizona
$21K +$19.2K +554 New
FMP
971
Financial Management Professionals
Texas
$21K +$19.8K +572 New
PGAM
972
Princeton Global Asset Management
New Jersey
$20K +$139 +4 +0.8%
HS
973
Horan Securities
United States
$19K – – –
NF
974
Norwood Financial
Pennsylvania
$19K – – –
SBL
975
Sargent Bickham Lagudis
Colorado
$19K – – –
37 38
39
40 41