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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
1026
Benchmark Financial Wealth Advisors
Florida
$372K +$841 +19 +0.2%
E
1027
Entelevest
Florida
$371K +$385K +8,695 New
HGA
1028
Hobbs Group Advisors
South Carolina
$371K -$24.3K -548 -6%
AA
1029
Ancora Advisors
Ohio
$371K – – –
CA
1030
Clearstead Advisors
Ohio
$370K -$12.7K -287 -3%
GWM
1031
GK Wealth Management
Nevada
$370K -$21K -474 -5%
MAM
1032
MMA Asset Management
Pennsylvania
$370K – – –
AWM
1033
Activest Wealth Management
Florida
$370K +$298K +6,728 +348%
QPWM
1034
Quadrant Private Wealth Management
Pennsylvania
$370K +$8.95K +202 +2%
ICP
1035
Interchange Capital Partners
Pennsylvania
$369K -$42.4K -958 -10%
LWM
1036
LJI Wealth Management
Indiana
$369K -$44.3K -1,000 -10%
APW
1037
Axim Planning & Wealth
Ohio
$369K +$33.3K +752 +10%
DWS
1038
Discipline Wealth Solutions
South Carolina
$368K +$2.75K +62 +0.7%
SWP
1039
Strategic Wealth Partners
Ohio
$367K -$30.1K -680 -7%
GEA
1040
Glen Eagle Advisors
New Jersey
$366K -$8.37K -189 -2%
OCA
1041
OpenArc Corporate Advisory
Georgia
$362K +$375K +8,474 New
TWM
1042
Tolleson Wealth Management
Texas
$360K – – –
CWM
1043
Cornerstone Wealth Management
Missouri
$360K +$157K +3,547 +73%
JFG
1044
Juno Financial Group
Virginia
$359K +$372K +8,408 New
HIP
1045
HUB Investment Partners
Texas
$359K +$32.9K +743 +10%
RWA
1046
Redhawk Wealth Advisors
Minnesota
$359K +$39.5K +891 +12%
PIM
1047
Penobscot Investment Management
Massachusetts
$355K – – –
WTC
1048
WhitTier Trust Company
Nevada
$355K +$29.2K +660 +9%
PRP
1049
Peak Retirement Planning
Ohio
$355K +$368K +8,309 New
IAS
1050
Insigneo Advisory Services
Florida
$353K +$144K +3,260 +65%
40 41
42
43 44