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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
276
D.L. Carlson Investment Group
New Hampshire
$341K +$26.6K +1,256 +8%
BIM
277
BlackRock Investment Management
Delaware
$340K – – –
UB
278
UMB Bank
Missouri
$340K +$342K +16,164 New
TH
279
Timber Hill
Connecticut
$331K -$594K -28,060 -64%
OSNBOA
280
Old Second National Bank of Aurora
Illinois
$330K +$12.7K +600 +4%
VC
281
Vicus Capital
Pennsylvania
$328K +$104K +4,886 +46%
CIC
282
Carnegie Investment Counsel
Ohio
$323K -$42.4K -2,000 -12%
X
283
Xponance
Pennsylvania
$323K – – –
RJT
284
Raymond James Trust
Florida
$312K -$22.9K -1,082 -7%
PA
285
Pinnacle Associates
New York
$307K +$100K +4,724 +48%
SAM
286
Sequent Asset Management
Texas
$303K +$2.5K +118 +0.8%
ST
287
Smithfield Trust
Pennsylvania
$298K -$636 -30 -0.2%
FMWA
288
Forvis Mazars Wealth Advisors
Missouri
$296K +$2.97K +140 +1%
FWCM
289
Ferguson Wellman Capital Management
Oregon
$295K – – –
ACM
290
Antonetti Capital Management
Florida
$293K -$82.9K -3,914 -22%
CCM
291
Compton Capital Management
Rhode Island
$293K -$12.7K -600 -4%
CFC
292
Coyle Financial Counsel
Illinois
$290K – – –
MIAN
293
Mariner Independent Advisor Network
Kansas
$289K -$2.84M -133,906 -91%
CCM
294
Catawba Capital Management
Virginia
$287K -$11.2K -530 -4%
DG
295
Davidson & Garrard
Virginia
$284K +$5.93K +280 +2%
JIC
296
Johnson Investment Counsel
Ohio
$281K -$4.24K -200 -1%
FIG
297
Fusion Investment Group
Pennsylvania
$275K -$245K -11,546 -47%
GAM
298
Garrison Asset Management
Arkansas
$274K -$148K -7,000 -35%
BOTW
299
Bank of the West
California
$274K -$4.24K -200 -2%
SSWM
300
Smith Salley Wealth Management
North Carolina
$270K +$381 +18 +0.1%
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