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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1176
Black Diamond Financial
Maryland
$244K – – –
FHC
1177
First Heartland Consultants
Missouri
$244K -$1.15K -26 -0.5%
WJA
1178
Willis Johnson & Associates
Texas
$243K -$265K -5,979 -51%
CL
1179
CVFG LLC
Indiana
$243K +$443 +10 +0.2%
PA
1180
ProCore Advisors
California
$242K +$251K +5,660 New
CGA
1181
Crescent Grove Advisors
Illinois
$241K -$161K -3,639 -39%
CT
1182
Caldwell Trust
Florida
$241K -$108K -2,450 -30%
WI
1183
Westbourne Investments
Virginia
$241K +$250K +5,647 New
FPGK
1184
Financial Partners Group (Kansas)
Kansas
$239K +$20.9K +471 +9%
IA
1185
Insight Advisors
Pennsylvania
$237K +$133 +3 +0.1%
RG
1186
Rathbones Group
United Kingdom
$237K – – –
TR
1187
Tepp RIA
New Jersey
$237K -$48.4K -1,094 -16%
PWP
1188
Principle Wealth Partners
Connecticut
$236K +$245K +5,531 New
PPWM
1189
Perissos Private Wealth Management
Oklahoma
$236K -$16.8K -380 -6%
BCWM
1190
Bartlett & Co Wealth Management
Ohio
$236K – – –
KFC
1191
Klingenstein Fields & Co
New York
$235K – – –
AWM
1192
Aries Wealth Management
Maine
$235K -$59.8K -1,350 -20%
PNAA
1193
Pictet North America Advisors
Switzerland
$234K – – –
BWM
1194
BCS Wealth Management
Tennessee
$234K +$243K +5,492 New
SS
1195
Sunbelt Securities
Texas
$233K +$44 +1 +0%
KFS
1196
Kaizen Financial Strategies
California
$233K -$26.6K -600 -10%
EA
1197
Eclectic Associates
California
$232K +$240K +5,426 New
SG
1198
Sankala Group
Colorado
$229K +$213K +4,800 New
AWM
1199
Atticus Wealth Management
Florida
$229K -$4.96K -112 -2%
IBOK
1200
Independence Bank of Kentucky
Kentucky
$228K -$1.51K -34 -0.6%
46 47
48
49 50