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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Accurate Wealth Management
Florida
$204K +$204K +4,499 New
MA
1302
MKT Advisors
California
$203K -$31.6K -698 -14%
KFI
1303
Key Financial Inc
Pennsylvania
$203K – – –
AA
1304
AF Advisors
California
$202K – – –
PTC
1305
Philadelphia Trust Company
Pennsylvania
$201K – – –
CHAM
1306
Clear Harbor Asset Management
Connecticut
$201K – – –
CAM
1307
Chesapeake Asset Management
New York
$200K – – –
BW
1308
Balance Wealth
Ohio
$200K -$81.5K -1,800 -29%
SPF
1309
South Plains Financial
Texas
$199K – – –
PNC
1310
Park National Corp
Ohio
$197K -$44.9K -992 -19%
PRAG
1311
Portfolio Resources Advisor Group
Florida
$192K +$19K +420 +11%
CNBTD
1312
Citizens National Bank Trust Department
Mississippi
$190K – – –
FIA
1313
FNY Investment Advisers
New York
$185K +$186K +4,100 New
TCM
1314
TD Capital Management
Tennessee
$184K +$226 +5 +0.1%
EWA
1315
EverSource Wealth Advisors
Alabama
$181K -$19.5K -430 -10%
AWM
1316
Activest Wealth Management
Florida
$180K -$124K -2,741 -41%
OWP
1317
ORG Wealth Partners
Texas
$176K – – –
POIA
1318
Pin Oak Investment Advisors
Texas
$175K – – –
AIM
1319
Anchor Investment Management
South Carolina
$173K – – –
BONH
1320
Bank of New Hampshire
New Hampshire
$172K +$73.5K +1,622 +74%
SA
1321
Seneschal Advisors
Washington
$172K +$8.15K +180 +5%
BTI
1322
Blue Trust Inc
Georgia
$171K -$3.85K -85 -2%
PWPS
1323
Pinnacle Wealth Planning Services
Ohio
$171K +$40.7K +899 +31%
SFG
1324
Strive Financial Group
Indiana
$171K -$215K -4,747 -56%
TSMHT
1325
Thurston Springer Miller Herd & Titak
Indiana
$167K – – –
51 52
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54 55