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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1076
Shah Wealth Advisors
California
$354K +$353K +7,803 New
BAM
1077
Berkshire Asset Management
Pennsylvania
$354K – – –
SWP
1078
Strategic Wealth Partners
Ohio
$354K -$39.9K -880 -10%
NB
1079
NBH Bank
Colorado
$354K +$353K +7,797 New
YIA
1080
YHB Investment Advisors
Connecticut
$352K +$18.5K +409 +6%
SWASL
1081
Spartan Wealth Advisory Services LLC
Michigan
$352K +$10.6K +235 +3%
RBC
1082
Romano Brothers & Co
Illinois
$351K +$861 +19 +0.2%
LOWM
1083
Laurel Oak Wealth Management
New Jersey
$351K -$111K -2,451 -24%
TPW
1084
TOP Private Wealth
Connecticut
$351K +$351K +7,747 New
SAS
1085
SMI Advisory Services
Indiana
$348K -$2.31M -50,950 -87%
NSIM
1086
North Star Investment Management
Illinois
$348K +$8.74K +193 +3%
VAG
1087
VisionPoint Advisory Group
Texas
$348K -$112K -2,466 -24%
IPW
1088
Impact Partnership Wealth
Georgia
$347K +$347K +7,659 New
OCPWS
1089
One Charles Private Wealth Services
Massachusetts
$347K -$7.29K -161 -2%
TWM
1090
Tortuga Wealth Management
California
$346K +$134K +2,965 +64%
VWA
1091
VSM Wealth Advisory
Maryland
$345K +$28.5K +629 +9%
QPWM
1092
Quadrant Private Wealth Management
Pennsylvania
$342K -$83.4K -1,842 -20%
FFA
1093
Founders Financial Alliance
North Carolina
$341K -$136K -3,003 -29%
FLPIM
1094
F.L. Putnam Investment Management
Massachusetts
$339K -$29.6K -653 -8%
BHBT
1095
Burke & Herbert Bank & Trust
Virginia
$339K +$73.4K +1,620 +28%
SMDAM
1096
Sumitomo Mitsui DS Asset Management
Japan
$339K -$346K -7,633 -51%
HTC
1097
Haverford Trust Company
Pennsylvania
$338K – – –
ACM
1098
Advance Capital Management
Michigan
$337K – – –
MCM
1099
Magnolia Capital Management
New York
$337K – – –
GT
1100
Greenleaf Trust
Michigan
$335K -$1.18K -26 -0.4%
42 43
44
45 46