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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1001
Avantax Planning Partners
Iowa
$398K +$443 +10 +0.1%
TFA
1002
Teamwork Financial Advisors
Texas
$398K -$16.4K -371 -4%
BFG
1003
Baron Financial Group
New Jersey
$397K +$412K +9,305 New
M
1004
MYeCFO
California
$396K -$44.3K -1,000 -10%
AMG
1005
APS Management Group
California
$396K -$6.6K -149 -2%
PWP
1006
Phillips Wealth Planners
Mississippi
$395K -$11.5K -260 -3%
BCP
1007
Blue Chip Partners
Michigan
$391K +$87.2K +1,969 +27%
PCA
1008
Purkiss Capital Advisors
Connecticut
$390K +$8.24K +186 +2%
CSIC
1009
Clifford Swan Investment Counsel
California
$386K -$68.5K -1,546 -15%
4A
1010
4Wealth Advisors
Illinois
$385K -$34.3K -774 -8%
GWM
1011
GSB Wealth Management
Connecticut
$385K – – –
PT
1012
Plimoth Trust
Massachusetts
$383K -$9.39K -212 -2%
NAS
1013
Nicolet Advisory Services
Wisconsin
$382K +$53.6K +1,210 +16%
GAA
1014
Guardian Asset Advisors
Pennsylvania
$382K +$9.88K +223 +3%
SFS
1015
Security Financial Services
Indiana
$382K +$1.37K +31 +0.3%
BOJHT
1016
Bank of Jackson Hole Trust
Wyoming
$381K +$76.4K +1,725 +24%
APIM
1017
Agate Pass Investment Management
Washington
$380K -$6.82K -154 -2%
PJSIMP
1018
P.J. Schmidt Investment Management (PJS)
Wisconsin
$378K +$70.2K +1,586 +22%
LWM
1019
Lodestone Wealth Management
Washington
$377K +$25.1K +567 +7%
PWM
1020
PMG Wealth Management
Illinois
$376K – – –
TDB
1021
Thompson David Blair
$375K +$389K +8,794 New
SFM
1022
Signet Financial Management
New Jersey
$375K +$2.04K +46 +0.5%
SWM
1023
Steinberganna Wealth Management
New York
$374K +$17.2K +388 +5%
CWM
1024
Connecticut Wealth Management
Connecticut
$374K +$9.7K +219 +3%
RWM
1025
Ritholtz Wealth Management
New York
$373K -$207K -4,673 -35%
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