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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1201
Kaizen Financial Strategies
California
$258K -$815 -18 -0.3%
SJIM
1202
St. Johns Investment Management
Florida
$257K -$23.3K -514 -8%
IBOK
1203
Independence Bank of Kentucky
Kentucky
$257K +$17.2K +380 +7%
WI
1204
Westbourne Investments
Virginia
$257K -$4.53K -100 -2%
RBFC
1205
Roman Butler Fullerton & Co
Missouri
$254K -$8.56K -189 -3%
AL
1206
Aspiriant LLC
California
$254K -$36.5K -806 -13%
FWCM
1207
Ferguson Wellman Capital Management
Oregon
$253K -$27.9K -616 -10%
RG
1208
Rathbones Group
United Kingdom
$252K – – –
FPGK
1209
Financial Partners Group (Kansas)
Kansas
$250K -$861 -19 -0.3%
WOSD
1210
WFA of San Diego
California
$250K -$31.1K -686 -11%
CT
1211
Caldwell Trust
Florida
$249K -$6.79K -150 -3%
AWM
1212
Aries Wealth Management
Maine
$249K – – –
PNAA
1213
Pictet North America Advisors
Switzerland
$249K – – –
VWM
1214
VCI Wealth Management
Missouri
$247K +$10.7K +236 +5%
CWP
1215
Cyndeo Wealth Partners
Florida
$247K +$21.2K +469 +9%
MMA
1216
Miracle Mile Advisors
California
$247K -$62.9K -1,388 -20%
MWP
1217
Madison Wealth Partners
Wisconsin
$246K +$246K +5,435 New
SEP
1218
Southland Equity Partners
Missouri
$246K +$1.68K +37 +0.7%
PRTG
1219
Post Resch Tallon Group
New York
$245K -$13.6K -300 -5%
LCGC
1220
Legacy Capital Group California
California
$244K +$40.2K +887 +20%
FFO
1221
Fortitude Family Office
Arizona
$243K -$44.2K -975 -15%
FCBT
1222
First Citizens Bank & Trust
North Carolina
$241K -$144K -3,181 -37%
SFM
1223
Stack Financial Management
Montana
$241K +$13.5K +298 +6%
ICP
1224
Interchange Capital Partners
Pennsylvania
$241K +$99.2K +2,191 +70%
GC
1225
Guidance Capital
Kentucky
$240K -$143K -3,149 -37%
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