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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1226
1834 Investment Advisors
Wisconsin
$240K – – –
CI
1227
CPR Investments
Michigan
$239K +$239K +5,267 New
GC
1228
Grimes & Company
Massachusetts
$239K +$238K +5,261 New
SPWM
1229
Straight Path Wealth Management
Michigan
$237K +$237K +5,234 New
RWP
1230
Ridgecrest Wealth Partners
California
$237K – – –
BWS
1231
Buck Wealth Strategies
Colorado
$237K +$237K +5,226 New
WCM
1232
Whitener Capital Management
North Carolina
$237K +$6.43K +142 +3%
WIM
1233
WealthPlan Investment Management
Nebraska
$237K -$63.1K -1,394 -21%
PWA
1234
Prairie Wealth Advisors
Nebraska
$236K – – –
BFA
1235
Bill Few Associates
Pennsylvania
$235K -$45.6K -1,007 -16%
RIG
1236
RiverFront Investment Group
Virginia
$234K -$255K -5,621 -52%
NEPWA
1237
New England Private Wealth Advisors
Massachusetts
$234K +$317 +7 +0.1%
SGK
1238
Steigerwald Gordon & Koch
Virginia
$232K – – –
WA
1239
WESPAC Advisors
California
$232K -$662K -14,606 -74%
CIG
1240
Cascade Investment Group
Colorado
$232K +$11.2K +248 +5%
JSL
1241
JT Stratford LLC
Georgia
$230K +$1.58K +35 +0.7%
FWA
1242
Flagship Wealth Advisors
Massachusetts
$230K +$115K +2,535 +100%
IC
1243
IEQ Capital
California
$229K +$19K +420 +9%
IFS
1244
Ifrah Financial Services
Arkansas
$229K -$1.18K -26 -0.5%
VV
1245
Verity & Verity
South Carolina
$229K -$111K -2,445 -33%
FFS
1246
Founders Financial Securities
Maryland
$228K -$7.41M -163,544 -97%
SVWG
1247
Shared Vision Wealth Group
United States
$227K – – –
APFP
1248
Action Point Financial Planning
Michigan
$226K +$226K +4,994 New
DIP
1249
DT Investment Partners
Pennsylvania
$226K – – –
SIM
1250
Synergy Investment Management
Florida
$226K +$24.2K +534 +12%
48 49
50
51 52