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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1226
Aries Wealth Management
Maine
$252K – – –
PNAA
1227
Pictet North America Advisors
Switzerland
$252K – – –
BIG
1228
Brooklyn Investment Group
New York
$248K +$242K +5,398 New
SEP
1229
Southland Equity Partners
Missouri
$247K +$241K +5,378 New
ICP
1230
Interchange Capital Partners
Pennsylvania
$246K -$248K -5,536 -64%
IWA
1231
IBEX Wealth Advisors
New Jersey
$246K +$240K +5,353 New
PNC
1232
Park National Corp
Ohio
$245K +$240K +5,346 New
AWM
1233
Aprio Wealth Management
Georgia
$245K +$8.26K +184 +4%
SW
1234
SVB Wealth
Massachusetts
$244K -$51.9K -1,156 -18%
WPP
1235
Whalerock Point Partners
Rhode Island
$243K – – –
AFO
1236
Arrowroot Family Office
California
$243K +$238K +5,299 New
IBOK
1237
Independence Bank of Kentucky
Kentucky
$243K -$2.69K -60 -1%
1IA
1238
1834 Investment Advisors
Wisconsin
$243K – – –
BBP
1239
Banco BTG Pactual
Brazil
$242K -$1.54M -34,432 -87%
FIC
1240
FCG Investment Company
Tennessee
$242K +$237K +5,279 New
KIM
1241
Kestra Investment Management
Texas
$241K +$236K +5,256 New
LC
1242
LCNB Corp
Ohio
$241K – – –
AG
1243
Ascent Group
Virginia
$241K -$67.7K -1,508 -22%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$235K +5,244 New
CGA
1245
Crescent Grove Advisors
Illinois
$240K -$18.8K -418 -7%
CA
1246
COFG Advisors
Illinois
$240K -$46.3K -1,033 -16%
RWP
1247
Ridgecrest Wealth Partners
California
$240K – – –
VWM
1248
VCI Wealth Management
Missouri
$240K -$111K -2,476 -32%
NFC
1249
Northstar Financial Companies
Pennsylvania
$239K -$4.4K -98 -2%
PWA
1250
Prairie Wealth Advisors
Nebraska
$238K – – –
48 49
50
51 52