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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1151
St. Johns Investment Management
Florida
$263K +$15.4K +348 +6%
CPA
1152
Cardiff Park Advisors
California
$261K – – –
GCA
1153
Gradient Capital Advisors
California
$260K – – –
FWCM
1154
Ferguson Wellman Capital Management
Oregon
$260K -$177 -4 -0.1%
RPGK
1155
Retirement Planning Group (Kansas)
Kansas
$260K -$8.06K -182 -3%
NSIM
1156
North Star Investment Management
Illinois
$260K -$35.8K -809 -12%
SW
1157
SkyOak Wealth
Michigan
$258K – – –
LP
1158
LGL Partners
Pennsylvania
$257K +$1.99K +45 +0.8%
GCM
1159
Glaxis Capital Management
Florida
$256K -$1.77M -40,000 -87%
FNFDCM
1160
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$256K – – –
LCS
1161
Levin Capital Strategies
New York
$256K – – –
NJIM
1162
Nabity-Jensen Investment Management
Nebraska
$256K – – –
ACP
1163
Arcus Capital Partners
Georgia
$256K +$266K +6,000 New
KDA
1164
Kraft Davis & Associates
Missouri
$256K – – –
LSPW
1165
Lake Street Private Wealth
Illinois
$255K +$264K +5,964 New
GWM
1166
Graybill Wealth Management
Illinois
$253K -$3.1K -70 -1%
GC
1167
Garde Capital
Washington
$252K – – –
LA
1168
Lifeworks Advisors
Michigan
$251K +$6.73K +152 +3%
CAG
1169
Crestwood Advisors Group
Massachusetts
$250K -$4.69K -106 -2%
UFF
1170
USA Financial Formulas
Michigan
$250K -$31.4K -710 -11%
FFA
1171
Founders Financial Alliance
North Carolina
$249K -$168K -3,802 -39%
IC
1172
IEQ Capital
California
$249K -$160K -3,612 -38%
AWE
1173
Avidian Wealth Enterprises
Texas
$249K +$258K +5,823 New
MA
1174
MKT Advisors
California
$248K +$44 +1 +0%
MMA
1175
Miracle Mile Advisors
California
$245K -$130K -2,946 -34%
45 46
47
48 49