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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
1201
Ferguson Wellman Capital Management
Oregon
$253K -$27.9K -616 -10%
RG
1202
Rathbones Group
United Kingdom
$252K – – –
FPGK
1203
Financial Partners Group (Kansas)
Kansas
$250K -$861 -19 -0.3%
WOSD
1204
WFA of San Diego
California
$250K -$31.1K -686 -11%
CT
1205
Caldwell Trust
Florida
$249K -$6.79K -150 -3%
AWM
1206
Aries Wealth Management
Maine
$249K – – –
PNAA
1207
Pictet North America Advisors
Switzerland
$249K – – –
VWM
1208
VCI Wealth Management
Missouri
$247K +$10.7K +236 +5%
CWP
1209
Cyndeo Wealth Partners
Florida
$247K +$21.2K +469 +9%
MMA
1210
Miracle Mile Advisors
California
$247K -$62.9K -1,388 -20%
MWP
1211
Madison Wealth Partners
Wisconsin
$246K +$246K +5,435 New
SEP
1212
Southland Equity Partners
Missouri
$246K +$1.68K +37 +0.7%
PRTG
1213
Post Resch Tallon Group
New York
$245K -$13.6K -300 -5%
LCGC
1214
Legacy Capital Group California
California
$244K +$40.2K +887 +20%
FFO
1215
Fortitude Family Office
Arizona
$243K -$44.2K -975 -15%
FCBT
1216
First Citizens Bank & Trust
North Carolina
$241K -$144K -3,181 -37%
SFM
1217
Stack Financial Management
Montana
$241K +$13.5K +298 +6%
ICP
1218
Interchange Capital Partners
Pennsylvania
$241K +$99.2K +2,191 +70%
GC
1219
Guidance Capital
Kentucky
$240K -$143K -3,149 -37%
1IA
1220
1834 Investment Advisors
Wisconsin
$240K – – –
CI
1221
CPR Investments
Michigan
$239K +$239K +5,267 New
GC
1222
Grimes & Company
Massachusetts
$239K +$238K +5,261 New
SPWM
1223
Straight Path Wealth Management
Michigan
$237K +$237K +5,234 New
RWP
1224
Ridgecrest Wealth Partners
California
$237K – – –
BWS
1225
Buck Wealth Strategies
Colorado
$237K +$237K +5,226 New
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