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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1201
Ergawealth Advisors
Illinois
$271K +$265K +5,903 New
RBFC
1202
Roman Butler Fullerton & Co
Missouri
$269K +$25.1K +559 +11%
BHBT
1203
Burke & Herbert Bank & Trust
Virginia
$269K +$33.6K +750 +15%
BFA
1204
Ballast Financial Advisors
Pennsylvania
$269K +$25.8K +575 +11%
RI
1205
Ruggiero Investments
Florida
$268K +$22.9K +511 +10%
KFS
1206
Kaizen Financial Strategies
California
$268K +$14.3K +318 +6%
CL
1207
CVFG LLC
Indiana
$267K +$5.97K +133 +2%
S
1208
SignatureFD
Georgia
$265K +$215K +4,803 +498%
WI
1209
Westbourne Investments
Virginia
$264K +$5.16K +115 +2%
BFG
1210
Beto Financial Group
Idaho
$264K +$262K +5,844 New
WJA
1211
Willis Johnson & Associates
Texas
$263K +$1.66K +37 +0.6%
BDL
1212
Bey-Douglas LLC
Georgia
$263K +$257K +5,735 New
PRTG
1213
Post Resch Tallon Group
New York
$262K -$29.3K -654 -10%
FHC
1214
First Heartland Consultants
Missouri
$261K -$1.84K -41 -0.7%
GAM
1215
Griffin Asset Management
New York
$260K +$254K +5,665 New
WAG
1216
Winthrop Advisory Group
Massachusetts
$259K -$70.8K -1,577 -22%
CAG
1217
Crestwood Advisors Group
Massachusetts
$259K -$8.97K -200 -3%
CT
1218
Caldwell Trust
Florida
$259K – – –
GSIAS
1219
Garden State Investment Advisory Services
New Jersey
$257K +$251K +5,597 New
IA
1220
Insight Advisors
Pennsylvania
$255K +$90 +2 +0%
AW
1221
Alteri Wealth
California
$255K +$249K +5,561 New
RG
1222
Rathbones Group
United Kingdom
$255K – – –
FPGK
1223
Financial Partners Group (Kansas)
Kansas
$254K +$135 +3 +0.1%
PPWM
1224
Perissos Private Wealth Management
Oklahoma
$254K – – –
SWM
1225
Segment Wealth Management
Texas
$253K +$247K +5,503 New
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49
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