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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
1276
High Note Wealth
Minnesota
$143K – – –
PCFFS
1277
Pacific Center for Financial Services
California
$135K -$68.7K -1,552 -50%
SCM
1278
Sterling Capital Management
North Carolina
$134K -$2.04K -46 -1%
SFG
1279
Strive Financial Group
Indiana
$134K +$139K +3,150 New
WT
1280
Whittier Trust
California
$134K – – –
NFSG
1281
Newbridge Financial Services Group
Florida
$133K -$451K -10,194 -77%
FGAM
1282
Financial Gravity Asset Management
Texas
$132K +$108K +2,440 +380%
SAG
1283
SageView Advisory Group
California
$131K +$136K +3,064 New
TPBG
1284
Turning Point Benefit Group
Maryland
$127K -$13.6K -306 -9%
CCMW
1285
Cypress Capital Management (Wyoming)
Wyoming
$125K -$9.12K -206 -7%
MWA
1286
Medallion Wealth Advisors
Connecticut
$124K -$2.79K -63 -2%
MFT
1287
Moisand Fitzgerald Tamayo
Florida
$124K – – –
GSWM
1288
Golden State Wealth Management
California
$123K +$2.44K +55 +2%
WSFS
1289
Wilmington Savings Fund Society
Delaware
$123K – – –
PWPS
1290
Pinnacle Wealth Planning Services
Ohio
$123K +$127K +2,870 New
DF
1291
Dunhill Financial
United Kingdom
$122K – – –
OFG
1292
Oxford Financial Group
Indiana
$119K +$124K +2,790 New
AIM
1293
Anchor Investment Management
South Carolina
$115K -$21.2K -479 -15%
OP
1294
ORG Partners
Indiana
$115K +$28.6K +646 +32%
ANBT
1295
American National Bank & Trust
Texas
$113K – – –
AWM
1296
Abound Wealth Management
Tennessee
$112K +$886 +20 +0.8%
CT
1297
Coastline Trust
Rhode Island
$111K +$48.3K +1,090 +72%
HPC
1298
HM Payson & Co
Maine
$111K -$76.7K -1,732 -40%
CCM
1299
Chilton Capital Management
Texas
$108K -$43.7K -986 -28%
OSNBOA
1300
Old Second National Bank of Aurora
Illinois
$107K -$89 -2 -0.1%
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