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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Copia Wealth Management
Oregon
$218K +$66.5K +1,668 +45%
WPP
1127
Whalerock Point Partners
Rhode Island
$216K – – –
ACP
1128
Argyle Capital Partners
California
$216K -$75.1K -1,886 -26%
CL
1129
CVFG LLC
Indiana
$215K +$4.22K +106 +2%
VCA
1130
Verdence Capital Advisors
Maryland
$214K +$209K +5,240 New
CWM
1131
Cornerstone Wealth Management
Missouri
$214K +$209K +5,240 New
DIP
1132
DT Investment Partners
Pennsylvania
$214K -$213K -5,334 -50%
RWP
1133
Ridgecrest Wealth Partners
California
$214K – – –
CW
1134
Channel Wealth
California
$212K -$1.14M -28,598 -85%
CI
1135
CPR Investments
Michigan
$211K +$206K +5,174 New
RWM
1136
Rialto Wealth Management
New York
$211K -$62.1K -1,558 -23%
PWA
1137
Prairie Wealth Advisors
Nebraska
$210K – – –
FWA
1138
Flagship Wealth Advisors
Massachusetts
$207K +$7.97K +200 +4%
AT
1139
American Trust
Kentucky
$207K +$202K +5,064 New
FPGK
1140
Financial Partners Group (Kansas)
Kansas
$207K +$202K +5,060 New
PSF
1141
Pacific Sun Financial
California
$206K -$12K -300 -6%
SS
1142
Sunbelt Securities
Texas
$206K +$40.7K +1,022 +23%
IBOK
1143
Independence Bank of Kentucky
Kentucky
$205K +$9.24K +232 +5%
OA
1144
Operose Advisors
Wisconsin
$204K – – –
SWM
1145
Stockman Wealth Management
Montana
$203K -$122K -3,052 -38%
MWM
1146
Mission Wealth Management
California
$202K +$197K +4,944 New
FWM
1147
FLP Wealth Management
Arkansas
$201K -$6.46K -162 -3%
EFG
1148
Ehrlich Financial Group
California
$200K +$195K +4,906 New
SL
1149
Salomon & Ludwin
Virginia
$198K – – –
LI
1150
LRI Investments
Florida
$198K – – –
44 45
46
47 48