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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1226
Whitener Capital Management
North Carolina
$237K +$6.43K +142 +3%
WIM
1227
WealthPlan Investment Management
Nebraska
$237K -$63.1K -1,394 -21%
PWA
1228
Prairie Wealth Advisors
Nebraska
$236K – – –
BFA
1229
Bill Few Associates
Pennsylvania
$235K -$45.6K -1,007 -16%
RIG
1230
RiverFront Investment Group
Virginia
$234K -$255K -5,621 -52%
NEPWA
1231
New England Private Wealth Advisors
Massachusetts
$234K +$317 +7 +0.1%
SGK
1232
Steigerwald Gordon & Koch
Virginia
$232K – – –
WA
1233
WESPAC Advisors
California
$232K -$662K -14,606 -74%
CIG
1234
Cascade Investment Group
Colorado
$232K +$11.2K +248 +5%
JSL
1235
JT Stratford LLC
Georgia
$230K +$1.58K +35 +0.7%
FWA
1236
Flagship Wealth Advisors
Massachusetts
$230K +$115K +2,535 +100%
IC
1237
IEQ Capital
California
$229K +$19K +420 +9%
IFS
1238
Ifrah Financial Services
Arkansas
$229K -$1.18K -26 -0.5%
VV
1239
Verity & Verity
South Carolina
$229K -$111K -2,445 -33%
FFS
1240
Founders Financial Securities
Maryland
$228K -$7.41M -163,544 -97%
SVWG
1241
Shared Vision Wealth Group
United States
$227K – – –
APFP
1242
Action Point Financial Planning
Michigan
$226K +$226K +4,994 New
DIP
1243
DT Investment Partners
Pennsylvania
$226K – – –
SIM
1244
Synergy Investment Management
Florida
$226K +$24.2K +534 +12%
ES
1245
Eagle Strategies
New York
$226K +$9.69K +214 +4%
RZH
1246
Relyea Zuckerberg Hanson
Connecticut
$226K +$1.4K +31 +0.6%
FNBOH
1247
First National Bank of Hutchinson
Kansas
$226K +$5.66K +125 +3%
PWP
1248
Principle Wealth Partners
Connecticut
$225K +$7.88K +174 +4%
ABLA
1249
Alan B. Lancz & Associates
Ohio
$224K – – –
WDG
1250
Wealth Dimensions Group
Ohio
$224K – – –
48 49
50
51 52