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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Cornerstone Advisory
Maryland
$415K -$14.9K -332 -4%
KIG
1027
Kessler Investment Group
Indiana
$415K -$353K -7,866 -47%
CSIC
1028
Clifford Swan Investment Counsel
California
$414K – – –
GWM
1029
GSB Wealth Management
Connecticut
$413K – – –
FCA
1030
FLC Capital Advisors
California
$410K +$95.4K +2,126 +31%
TDB
1031
Thompson David Blair
$409K +$5.61K +125 +1%
SWM
1032
Steinberganna Wealth Management
New York
$408K +$5.29K +118 +1%
OCA
1033
OpenArc Corporate Advisory
Georgia
$406K +$16.6K +371 +4%
PT
1034
Plimoth Trust
Massachusetts
$405K -$6.33K -141 -2%
MWM
1035
Mascagni Wealth Management
Mississippi
$405K -$45.3K -1,009 -10%
VA
1036
VestGen Advisors
Illinois
$405K +$45.9K +1,024 +13%
PWM
1037
PMG Wealth Management
Illinois
$404K – – –
JIC
1038
Joel Isaacson & Co
New York
$401K +$84K +1,873 +27%
VT
1039
Volterra Technologies
New York
$400K -$729K -16,253 -65%
BFWA
1040
Benchmark Financial Wealth Advisors
Florida
$400K +$718 +16 +0.2%
MMCM
1041
Murphy & Mullick Capital Management
New York
$400K +$103K +2,305 +36%
SWP
1042
Strategic Wealth Partners
Ohio
$398K +$3.37K +75 +0.9%
SP
1043
Successful Portfolios
Florida
$395K +$32.3K +720 +9%
E
1044
Entelevest
Florida
$394K -$5.16K -115 -1%
PWP
1045
Phillips Wealth Planners
Mississippi
$393K -$21.3K -474 -5%
YIH
1046
Y-Intercept (HK)
Hong Kong
$392K +$172K +3,844 +82%
GC
1047
Guidance Capital
Kentucky
$391K -$1.25M -27,776 -77%
SFG
1048
Strive Financial Group
Indiana
$391K +$241K +5,362 +170%
HGA
1049
Hobbs Group Advisors
South Carolina
$390K -$8.3K -185 -2%
FCBT
1050
First Citizens Bank & Trust
North Carolina
$390K -$116K -2,578 -23%
40 41
42
43 44