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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
326
Next Financial Group
Texas
$425K +$187K +6,972 +80%
WTB
327
Washington Trust Bank
Washington
$425K +$219K +8,148 +103%
WEC
328
Winslow Evans & Crocker
Massachusetts
$423K -$10.6K -396 -2%
AW
329
ACG Wealth
Georgia
$412K -$267K -9,938 -39%
PWAG
330
Polaris Wealth Advisory Group
California
$411K -$81K -3,016 -16%
PFO
331
Pathstone Family Office
New Jersey
$408K +$1.77K +66 +0.4%
Truist Financial
332
Truist Financial
North Carolina
$401K -$50.1K -1,868 -11%
SWM
333
Segment Wealth Management
Texas
$401K
FIM
334
Freedom Investment Management
Connecticut
$400K -$8.59K -320 -2%
EVM
335
Evelyn V. Moreno
$398K -$80.5K -3,000 -17%
FEG
336
Financial Enhancement Group
Indiana
$382K +$387K +14,416 New
HF
337
HRT Financial
New York
$374K +$379K +14,120 New
HIIFS
338
Harel Insurance Investments & Financial Services
Israel
$369K -$218K -8,114 -37%
CFB
339
Cullen/Frost Bankers
Texas
$366K
AFNAS
340
American Financial Network Advisory Services
California
$366K +$370K +13,794 New
KWM
341
Kingsview Wealth Management
Oregon
$363K +$56.5K +2,104 +18%
IFWM
342
Institute for Wealth Management
Colorado
$361K -$8.11K -302 -2%
BCM
343
Bayesian Capital Management
New York
$361K +$365K +13,612 New
DIP
344
DT Investment Partners
Pennsylvania
$359K
FUBT
345
First United Bank & Trust
Maryland
$354K -$4.03K -150 -1%
BA
346
BKS Advisors
Michigan
$352K -$16.1K -600 -4%
DG
347
Davidson & Garrard
Virginia
$352K
Allianz Asset Management
348
Allianz Asset Management
Germany
$345K -$403K -15,000 -54%
PA
349
Pinnacle Associates
New York
$344K +$8.05K +300 +2%
PAS
350
Partnervest Advisory Services
California
$342K -$87.6K -3,264 -20%