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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1126
Redwood Investment Management
Arizona
$281K +$292K +6,589 New
QWM
1127
Quadcap Wealth Management
Texas
$281K – – –
PWM
1128
Palumbo Wealth Management
New York
$279K +$290K +6,546 New
PSCM
1129
Per Stirling Capital Management
Texas
$279K -$487 -11 -0.2%
GA
1130
Goldstein Advisors
Wisconsin
$278K – – –
WOSD
1131
WFA of San Diego
California
$277K – – –
SW
1132
SVB Wealth
Massachusetts
$276K -$100K -2,262 -26%
SDWMA
1133
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K – – –
MMCM
1134
Murphy & Mullick Capital Management
New York
$274K +$83.3K +1,882 +42%
PW
1135
PUREfi Wealth
Massachusetts
$273K – – –
AIA
1136
Ally Invest Advisors
North Carolina
$273K -$13.9K -315 -5%
SA
1137
Strategic Advocates
Utah
$272K +$1.9K +43 +0.7%
VWA
1138
VSM Wealth Advisory
Maryland
$272K +$282K +6,379 New
NP
1139
Nilsine Partners
Colorado
$272K – – –
PP
1140
Pacifica Partners
Canada
$272K +$16.5K +372 +6%
PRTG
1141
Post Resch Tallon Group
New York
$271K +$281K +6,354 New
FFO
1142
Fortitude Family Office
Arizona
$270K – – –
BFIM
1143
Beese Fulmer Investment Management
Ohio
$268K -$2.83K -64 -1%
CA
1144
COFG Advisors
Illinois
$268K +$277K +6,266 New
CCMG
1145
Connecticut Capital Management Group
Connecticut
$267K +$277K +6,260 New
BSA
1146
Braun Stacey Associates
New York
$267K – – –
FWM
1147
Forefront Wealth Management
Pennsylvania
$267K +$277K +6,247 New
HFS
1148
Hopwood Financial Services
Virginia
$266K +$89 +2 +0%
GI
1149
GAMMA Investing
California
$264K – – –
CAM
1150
Cozad Asset Management
Illinois
$263K +$22.1K +500 +9%
44 45
46
47 48