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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1076
Castleview Partners
Texas
$255K +$249K +6,244 New
BFWA
1077
Benchmark Financial Wealth Advisors
Florida
$254K – – –
GI
1078
GAMMA Investing
California
$253K +$138K +3,470 +128%
SAF
1079
Smith Anglin Financial
Texas
$252K -$54.4K -1,366 -18%
FWCM
1080
Ferguson Wellman Capital Management
Oregon
$252K +$246K +6,180 New
HA
1081
Helium Advisors
Washington
$252K +$1.99K +50 +0.8%
SGK
1082
Steigerwald Gordon & Koch
Virginia
$250K – – –
BCP
1083
Blue Chip Partners
Michigan
$250K -$42.8K -1,074 -15%
CPA
1084
Cardiff Park Advisors
California
$250K – – –
DIA
1085
Dana Investment Advisors
Wisconsin
$250K +$10.9K +274 +5%
KDA
1086
Kraft Davis & Associates
Missouri
$250K -$101K -2,540 -30%
SCM
1087
Sollinda Capital Management
Florida
$249K +$243K +6,110 New
GCA
1088
Gradient Capital Advisors
California
$249K – – –
DWM
1089
Diversify Wealth Management
Utah
$248K +$229K +5,740 New
SW
1090
SkyOak Wealth
Michigan
$247K – – –
GFG
1091
Grantvest Financial Group
New Jersey
$246K -$6.46K -162 -3%
FNFDCM
1092
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K – – –
BFM
1093
Boothbay Fund Management
New York
$245K +$239K +6,000 New
GCM
1094
Glaxis Capital Management
Florida
$245K +$239K +6,000 New
IDA
1095
Intelligence Driven Advisers
California
$245K +$239K +6,000 New
Q
1096
QVR
California
$245K +$239K +6,000 New
FFA
1097
Founders Financial Alliance
North Carolina
$243K -$115K -2,896 -33%
MWA
1098
Midland Wealth Advisors
Illinois
$242K -$133K -3,336 -36%
BWM
1099
Buska Wealth Management
Wisconsin
$242K -$43.3K -1,086 -16%
CRI
1100
Colonial River Investments
Virginia
$241K -$63.6K -1,596 -21%
42 43
44
45 46