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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1026
Ballentine Partners
Massachusetts
$249K – – –
NSIM
1027
North Star Investment Management
Illinois
$248K +$19K +480 +8%
PSCM
1028
Per Stirling Capital Management
Texas
$248K -$1.42M -35,828 -85%
PIA
1029
Perennial Investment Advisors
California
$248K +$260K +6,550 New
LWM
1030
Lodestone Wealth Management
Washington
$248K +$10.7K +270 +4%
JIC
1031
Joel Isaacson & Co
New York
$248K +$260K +6,542 New
CWM
1032
Concentrum Wealth Management
California
$247K +$29.8K +750 +13%
GA
1033
Goldstein Advisors
Wisconsin
$247K – – –
PWM
1034
Palumbo Wealth Management
New York
$247K +$1.82K +46 +0.7%
LCGC
1035
Legacy Capital Group California
California
$245K +$257K +6,474 New
FA
1036
Fiduciary Alliance
South Carolina
$244K +$256K +6,446 New
GWA
1037
GGM Wealth Advisors
Maryland
$244K +$34.1K +860 +15%
FFO
1038
Fortitude Family Office
Arizona
$243K – – –
FIC
1039
Family Investment Center
Missouri
$241K +$11.2K +282 +5%
BSA
1040
Braun Stacey Associates
New York
$241K – – –
ICP
1041
Interchange Capital Partners
Pennsylvania
$241K -$172K -4,332 -41%
TPA
1042
Trivium Point Advisory
Connecticut
$240K +$16.5K +416 +7%
DBRC
1043
D.B. Root & Company
Pennsylvania
$240K -$30.2K -762 -11%
AWM
1044
Atticus Wealth Management
Florida
$240K -$29.8K -750 -11%
AIA
1045
Ally Invest Advisors
North Carolina
$240K +$20.6K +518 +9%
GFG
1046
Grantvest Financial Group
New Jersey
$239K +$250K +6,310 New
BFWA
1047
Benchmark Financial Wealth Advisors
Florida
$236K – – –
FMI
1048
F/M Investments
District of Columbia
$235K +$16.2K +408 +7%
EW
1049
Evoke Wealth
California
$233K +$245K +6,168 New
CANY
1050
Caxton Associates (New York)
New York
$233K -$3.41M -85,844 -93%
40 41
42
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