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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1076
Romano Brothers & Co
Illinois
$351K +$861 +19 +0.2%
LOWM
1077
Laurel Oak Wealth Management
New Jersey
$351K -$111K -2,451 -24%
TPW
1078
TOP Private Wealth
Connecticut
$351K +$351K +7,747 New
SAS
1079
SMI Advisory Services
Indiana
$348K -$2.31M -50,950 -87%
NSIM
1080
North Star Investment Management
Illinois
$348K +$8.74K +193 +3%
VAG
1081
VisionPoint Advisory Group
Texas
$348K -$112K -2,466 -24%
IPW
1082
Impact Partnership Wealth
Georgia
$347K +$347K +7,659 New
OCPWS
1083
One Charles Private Wealth Services
Massachusetts
$347K -$7.29K -161 -2%
TWM
1084
Tortuga Wealth Management
California
$346K +$134K +2,965 +64%
VWA
1085
VSM Wealth Advisory
Maryland
$345K +$28.5K +629 +9%
QPWM
1086
Quadrant Private Wealth Management
Pennsylvania
$342K -$83.4K -1,842 -20%
FFA
1087
Founders Financial Alliance
North Carolina
$341K -$136K -3,003 -29%
FLPIM
1088
F.L. Putnam Investment Management
Massachusetts
$339K -$29.6K -653 -8%
BHBT
1089
Burke & Herbert Bank & Trust
Virginia
$339K +$73.4K +1,620 +28%
SMDAM
1090
Sumitomo Mitsui DS Asset Management
Japan
$339K -$346K -7,633 -51%
HTC
1091
Haverford Trust Company
Pennsylvania
$338K – – –
ACM
1092
Advance Capital Management
Michigan
$337K – – –
MCM
1093
Magnolia Capital Management
New York
$337K – – –
GT
1094
Greenleaf Trust
Michigan
$335K -$1.18K -26 -0.4%
FFG
1095
First Financial Group
North Carolina
$334K -$3.13K -69 -0.9%
UAG
1096
United Advisor Group
Ohio
$333K -$18.3K -403 -5%
HFS
1097
Howard Financial Services
Texas
$333K +$333K +7,346 New
NAS
1098
NWF Advisory Services
California
$332K -$11.2K -247 -3%
AF
1099
ASL Financial
California
$330K -$27.2K -600 -8%
BP
1100
Broadleaf Partners
Ohio
$328K – – –
42 43
44
45 46