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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
326
AlphaStar Capital Management
North Carolina
$1.19M +$53.1K +1,722 +5%
FIA
327
Foundations Investment Advisors
Arizona
$1.18M +$281K +9,114 +33%
1SB
328
1ST Source Bank
Indiana
$1.16M -$12.3K -398 -1%
SB
329
Simmons Bank
Arkansas
$1.16M +$27.9K +904 +3%
PFPT
330
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.15M -$183K -5,918 -14%
FSC
331
Full Sail Capital
Oklahoma
$1.14M +$1.3K +42 +0.1%
TPSF
332
Texas Permanent School Fund
Texas
$1.14M +$300K +9,738 +38%
I
333
IberiaBank
Louisiana
$1.13M +$92.3K +2,992 +9%
TAS
334
TIFF Advisory Services
Pennsylvania
$1.11M – – –
CWM
335
Centric Wealth Management
Illinois
$1.11M -$121K -3,922 -10%
HCP
336
Holt Capital Partners
Texas
$1.1M – – –
CMO
337
Covenant Multifamily Offices
Texas
$1.1M +$102K +3,322 +11%
SC
338
Solstein Capital
California
$1.09M -$201K -6,500 -16%
WAM
339
Wolverine Asset Management
Illinois
$1.09M -$145K -4,714 -12%
SG
340
StoneX Group
New York
$1.09M +$2.78K +90 +0.3%
HNB
341
Huntington National Bank
Ohio
$1.08M -$71K -2,300 -6%
SFG
342
SNS Financial Group
Minnesota
$1.07M +$202K +6,554 +25%
HCM
343
HMS Capital Management
Tennessee
$1.06M +$1.01M +32,776 New
MPM
344
Meritage Portfolio Management
Kansas
$1.06M -$10.9M -353,446 -92%
IP
345
Intellectus Partners
California
$1.05M – – –
AW
346
ACG Wealth
Georgia
$1.05M +$305K +9,882 +44%
CASB
347
Cape Ann Savings Bank
Massachusetts
$1.05M -$146K -4,718 -13%
EVM
348
Eaton Vance Management
Massachusetts
$1.05M -$105K -3,400 -9%
MIC
349
Meridian Investment Counsel
California
$1.04M – – –
MAFM
350
Mid Atlantic Financial Management
Pennsylvania
$1.03M +$40.8K +1,322 +4%
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