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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1026
Fortis Capital Advisors
Kansas
$248K +$245K +6,278 New
AAMA
1027
Advanced Asset Management Advisors
Ohio
$247K -$17.7K -454 -7%
EE
1028
EWG Elevate
California
$247K +$244K +6,254 New
AIA
1029
Ally Invest Advisors
North Carolina
$247K -$3.2K -82 -1%
ICP
1030
Interchange Capital Partners
Pennsylvania
$246K -$4.69K -120 -2%
BFWA
1031
Benchmark Financial Wealth Advisors
Florida
$246K – – –
MA
1032
MKT Advisors
California
$245K +$9.14K +234 +4%
FMI
1033
F/M Investments
District of Columbia
$245K – – –
RIA
1034
Realta Investment Advisors
Delaware
$244K +$37.1K +950 +18%
GFG
1035
Grantvest Financial Group
New Jersey
$243K -$5.24K -134 -2%
AMCA
1036
Arthur M. Cohen & Associates
Illinois
$243K – – –
PWM
1037
Power Wealth Management
Georgia
$243K -$136K -3,484 -36%
BFIM
1038
Beese Fulmer Investment Management
Ohio
$243K +$240K +6,154 New
SGK
1039
Steigerwald Gordon & Koch
Virginia
$241K – – –
CPA
1040
Cardiff Park Advisors
California
$241K – – –
HA
1041
Helium Advisors
Washington
$241K – – –
GCA
1042
Gradient Capital Advisors
California
$240K – – –
MWM
1043
Maripau Wealth Management
Indiana
$240K +$238K +6,090 New
SW
1044
SkyOak Wealth
Michigan
$238K -$3.67K -94 -2%
FNFDCM
1045
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$237K – – –
PP
1046
Pacifica Partners
Canada
$236K – – –
TSMHT
1047
Thurston Springer Miller Herd & Titak
Indiana
$235K -$6.72K -172 -3%
PPWM
1048
Perissos Private Wealth Management
Oklahoma
$233K +$1.33K +34 +0.6%
GC
1049
Garde Capital
Washington
$233K – – –
NAS
1050
NWF Advisory Services
California
$232K +$230K +5,892 New
40 41
42
43 44