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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
976
Iams Wealth Management
Nebraska
$286K +$9.69K +248 +4%
BP
977
Broadleaf Partners
Ohio
$285K – – –
USB
978
Union Savings Bank
Connecticut
$284K – – –
BCP
979
Blue Chip Partners
Michigan
$284K -$41.6K -1,066 -13%
RFA
980
Resurgent Financial Advisors
Georgia
$284K -$14.6K -374 -5%
ACP
981
Argyle Capital Partners
California
$283K -$48.1K -1,232 -15%
PWAM
982
Private Wealth Asset Management
Iowa
$282K +$280K +7,160 New
GT
983
Greenleaf Trust
Michigan
$281K – – –
HIP
984
HUB Investment Partners
Texas
$281K -$7.03K -180 -2%
GGI
985
Godsey & Gibb Inc
Virginia
$281K – – –
YIA
986
YHB Investment Advisors
Connecticut
$280K -$37K -948 -12%
BIG
987
Brookwood Investment Group
Arizona
$279K +$277K +7,084 New
MSFS
988
Main Street Financial Solutions
Pennsylvania
$278K -$3.52K -90 -1%
LSA
989
L & S Advisors
California
$277K +$1.41K +36 +0.5%
BWM
990
Buska Wealth Management
Wisconsin
$276K -$3.59K -92 -1%
OCPWS
991
One Charles Private Wealth Services
Massachusetts
$275K -$17.4K -446 -6%
NJIM
992
Nabity-Jensen Investment Management
Nebraska
$275K – – –
DAS
993
Diversify Advisory Services
Utah
$275K -$170K -4,350 -39%
ACM
994
Advance Capital Management
Michigan
$275K -$18.6K -476 -6%
NB
995
Nicolet Bankshares
Wisconsin
$274K – – –
CT
996
Caldwell Trust
Florida
$271K +$90.8K +2,324 +51%
AFAS
997
Acorn Financial Advisory Services
Virginia
$271K +$234 +6 +0.1%
PIA
998
Perennial Investment Advisors
California
$270K +$11.9K +304 +5%
LWM
999
Lodestone Wealth Management
Washington
$269K +$11.2K +286 +4%
CWM
1000
Concentrum Wealth Management
California
$267K +$9.53K +244 +4%
38 39
40
41 42