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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1101
Whalerock Point Partners
Rhode Island
$201K – – –
LA
1102
Lifeworks Advisors
Michigan
$200K +$210K +5,288 New
BCWM
1103
Bartlett & Co Wealth Management
Ohio
$196K – – –
IBOK
1104
Independence Bank of Kentucky
Kentucky
$196K +$8.97K +226 +5%
FWM
1105
FLP Wealth Management
Arkansas
$191K +$200K +5,038 New
OA
1106
Operose Advisors
Wisconsin
$189K +$198K +5,000 New
HWP
1107
Highline Wealth Partners
California
$186K +$43.7K +1,100 +29%
AAP
1108
Arax Advisory Partners
Colorado
$186K +$25.3K +638 +15%
SL
1109
Salomon & Ludwin
Virginia
$185K +$3.33K +84 +2%
SPF
1110
South Plains Financial
Texas
$184K +$193K +4,854 New
LI
1111
LRI Investments
Florida
$183K – – –
CA
1112
Crewe Advisors
Utah
$179K – – –
ANBT
1113
American National Bank & Trust
Texas
$177K -$29.4K -740 -14%
CT
1114
Caldwell Trust
Florida
$172K -$56.9K -1,434 -24%
HPC
1115
HM Payson & Co
Maine
$168K +$73.7K +1,856 +72%
CM
1116
Crestline Management
Texas
$167K +$175K +4,400 New
PCFFS
1117
Pacific Center for Financial Services
California
$162K – – –
FWA
1118
Flagship Wealth Advisors
Massachusetts
$162K +$169K +4,270 New
RFA
1119
Register Financial Advisors
Georgia
$161K +$8.89K +224 +6%
CNBTD
1120
Citizens National Bank Trust Department
Mississippi
$159K -$7.94K -200 -5%
LFA
1121
LGT Financial Advisors
Texas
$158K +$1.35K +34 +0.8%
CTB
1122
Country Trust Bank
Illinois
$157K +$48.5K +1,222 +42%
AG
1123
AmeriFlex Group
Nevada
$157K +$160K +4,042 New
UB
1124
UMB Bank
Missouri
$157K -$10.6K -266 -6%
POIA
1125
Pin Oak Investment Advisors
Texas
$157K – – –
43 44
45
46 47