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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Patron Partners
Texas
$214K +$209K +4,661 New
CAM
1302
Councilmark Asset Management
Tennessee
$214K +$209K +4,660 New
TFS
1303
Targeted Financial Services
Florida
$214K +$209K +4,656 New
RFA
1304
Register Financial Advisors
Georgia
$213K +$987 +22 +0.5%
IC
1305
IEQ Capital
California
$213K -$53.3K -1,189 -20%
FCFC
1306
First Citizens Financial Corp
Iowa
$213K +$208K +4,637 New
SC
1307
Savant Capital
Illinois
$212K +$208K +4,626 New
QCM
1308
QRG Capital Management
Illinois
$212K +$207K +4,620 New
CGF
1309
Constant Guidance Financial
Massachusetts
$211K +$206K +4,600 New
MWM
1310
Mission Wealth Management
California
$209K +$204K +4,551 New
DF
1311
Define Financial
California
$208K +$204K +4,538 New
HIP
1312
HUB Investment Partners
Texas
$208K -$174K -3,880 -46%
BA
1313
Bluesphere Advisors
Pennsylvania
$208K -$11.8K -264 -6%
FWA
1314
Flagship Wealth Advisors
Massachusetts
$207K -$114K -2,535 -50%
BFO
1315
Biltmore Family Office
North Carolina
$207K +$121K +2,704 +150%
BCA
1316
Bay Capital Advisors
Virginia
$207K +$202K +4,510 New
PIA
1317
Panoramic Investment Advisors
Colorado
$206K +$201K +4,491 New
LCGC
1318
Legacy Capital Group California
California
$206K +$201K +4,485 New
KFI
1319
Key Financial Inc
Pennsylvania
$205K -$26.9K -600 -12%
AG
1320
AlTi Global
New York
$205K +$200K +4,462 New
SIM
1321
Synergy Investment Management
Florida
$204K +$200K +4,456 New
AA
1322
AF Advisors
California
$204K +$200K +4,450 New
PTC
1323
Philadelphia Trust Company
Pennsylvania
$204K +$199K +4,440 New
BPWM
1324
Badgley Phelps Wealth Managers
Washington
$204K +$199K +4,442 New
RWM
1325
Revisor Wealth Management
Ohio
$204K +$199K +4,442 New
51 52
53
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