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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
1226
Shared Vision Wealth Group
United States
$214K – – –
OA
1227
Operose Advisors
Wisconsin
$214K +$664 +15 +0.3%
GC
1228
Gruss & Co
Florida
$213K +$221K +5,000 New
BOPW
1229
Brandywine Oak Private Wealth
Pennsylvania
$213K +$221K +4,984 New
TM
1230
TigerOak Management
New Mexico
$212K +$220K +4,969 New
FBB
1231
Fulton Breakefield Broenniman
Maryland
$212K +$12.5K +282 +6%
ABLA
1232
Alan B. Lancz & Associates
Ohio
$211K -$33.2K -750 -13%
WDG
1233
Wealth Dimensions Group
Ohio
$211K – – –
CFA
1234
Churchill Financial Advisors
Kentucky
$210K +$218K +4,924 New
VFPW
1235
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K -$86.3K -1,948 -28%
RZH
1236
Relyea Zuckerberg Hanson
Connecticut
$210K +$1.59K +36 +0.7%
PFA
1237
Petra Financial Advisors
Colorado
$209K -$86.5K -1,954 -28%
GT
1238
GreatBanc Trust
Illinois
$209K +$4.43K +100 +2%
GLLW
1239
Graves Light Lenhart Wealth
Virginia
$208K – – –
CIG
1240
Cascade Investment Group
Colorado
$207K +$215K +4,858 New
LI
1241
LRI Investments
Florida
$207K – – –
SLC
1242
Second Line Capital
Louisiana
$206K -$16.7K -377 -7%
BFA
1243
Bill Few Associates
Pennsylvania
$206K +$1.55K +35 +0.7%
FMI
1244
F/M Investments
District of Columbia
$205K -$44.3K -1,000 -17%
BWM
1245
Buska Wealth Management
Wisconsin
$205K -$22.1K -499 -9%
BA
1246
Bluesphere Advisors
Pennsylvania
$204K +$1.77K +40 +0.8%
CAG
1247
Curtis Advisory Group
California
$204K – – –
MPIA
1248
Milestones Private Investment Advisors
New York
$204K – – –
RWM
1249
Rialto Wealth Management
New York
$204K -$15.9K -359 -7%
CWMGO
1250
Capstone Wealth Management Group (Oregon)
Oregon
$201K +$209K +4,720 New
48 49
50
51 52