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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
1451
Kohmann Bosshard Financial Services
Ohio
$13.1K +$13.6K +308 New
HDIM
1452
Hanson & Doremus Investment Management
Vermont
$13K – – –
CFG
1453
Chapman Financial Group
Hawaii
$12.8K – – –
WWM
1454
Wolff Wiese Magana
California
$12.8K – – –
CFO
1455
Capitol Family Office
Oregon
$12.4K -$12.8K -289 -50%
1IA
1456
1620 Investment Advisors
Massachusetts
$12K – – –
SFC
1457
SYM Financial Corp
Indiana
$11.8K – – –
PFM
1458
Phillips Financial Management
Indiana
$11.7K – – –
WWA
1459
Wealth Watch Advisors
Colorado
$11.6K +$12K +272 New
PIS
1460
POM Investment Strategies
North Carolina
$11.4K +$11.8K +266 New
FCT
1461
First Community Trust
Iowa
$11.3K +$11.7K +264 New
CWIG
1462
Chung Wu Investment Group
Texas
$11.1K – – –
FIA
1463
FNY Investment Advisers
New York
$11K -$23.5K -530 -66%
RMC
1464
Resources Management Corp
Connecticut
$11K – – –
WA
1465
Walsh & Associates
Florida
$10.8K +$11.2K +252 New
SWA
1466
SOA Wealth Advisors
New York
$10.7K +$89 +2 +0.8%
OCM
1467
Orion Capital Management
California
$10.7K +$89 +2 +0.8%
HI
1468
Hoey Investments
Pennsylvania
$10.7K – – –
TF
1469
Tompkins Financial
New York
$10.5K +$10.9K +246 New
GWS
1470
Greykasell Wealth Strategies
California
$10.1K +$44 +1 +0.4%
AW
1471
Avion Wealth
Texas
$10K – – –
W
1472
WealthCollab
Washington
$9.56K +$9.92K +224 New
PSFG
1473
Park Square Financial Group
Georgia
$9.54K +$5.58K +126 New
RF
1474
Roxbury Financial
New Jersey
$9.5K +$133 +3 +1%
CP
1475
Camelot Portfolios
Ohio
$9.39K +$9.74K +220 New
57 58
59
60 61