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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1201
Ruggiero Investments
Florida
$227K +$236K +5,329 New
NFC
1202
Northstar Financial Companies
Pennsylvania
$227K -$58.1K -1,312 -20%
MG
1203
Marex Group
$226K -$216K -4,885 -48%
WPP
1204
Whalerock Point Partners
Rhode Island
$226K – – –
1IA
1205
1834 Investment Advisors
Wisconsin
$226K -$18.5K -418 -7%
CWP
1206
Cyndeo Wealth Partners
Florida
$225K +$26.1K +590 +13%
BFA
1207
Ballast Financial Advisors
Pennsylvania
$225K +$234K +5,278 New
SGK
1208
Steigerwald Gordon & Koch
Virginia
$224K -$20.8K -469 -8%
LC
1209
LCNB Corp
Ohio
$224K – – –
DIP
1210
DT Investment Partners
Pennsylvania
$224K – – –
RWP
1211
Ridgecrest Wealth Partners
California
$223K -$354 -8 -0.2%
RBFC
1212
Roman Butler Fullerton & Co
Missouri
$222K +$230K +5,196 New
PWA
1213
Prairie Wealth Advisors
Nebraska
$222K -$228K -5,144 Closed
HFA
1214
High Falls Advisors
New York
$221K -$121K -2,726 -35%
CAM
1215
Chesapeake Asset Management
New York
$221K – – –
BW
1216
Balance Wealth
Ohio
$220K +$228K +5,158 New
AWM
1217
Aprio Wealth Management
Georgia
$220K +$228K +5,156 New
IWA
1218
Independent Wealth Advisors
North Carolina
$219K +$227K +5,122 New
BHBT
1219
Burke & Herbert Bank & Trust
Virginia
$218K +$226K +5,105 New
WCM
1220
Whitener Capital Management
North Carolina
$217K -$2.21K -50 -1%
KFI
1221
Key Financial Inc
Pennsylvania
$217K +$26.6K +600 +13%
FWA
1222
Flagship Wealth Advisors
Massachusetts
$216K – – –
PSF
1223
Pacific Sun Financial
California
$215K – – –
NEPWA
1224
New England Private Wealth Advisors
Massachusetts
$215K +$223K +5,041 New
BIAS
1225
Beacon Investment Advisory Services
New Jersey
$215K +$223K +5,030 New
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49
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