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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
351
Financial Advocates Investment Management
Washington
$941K -$880K -27,502 -45%
CMO
352
Covenant Multifamily Offices
Texas
$939K -$1.06M -33,118 -49%
KWM
353
Kingsview Wealth Management
Oregon
$927K -$7.77M -242,956 -88%
PFS
354
Prospera Financial Services
Texas
$916K -$2.26M -70,816 -68%
IP
355
Intellectus Partners
California
$909K +$6.4K +200 +0.6%
EVM
356
Eaton Vance Management
Massachusetts
$904K
PWG
357
Private Wealth Group
Florida
$902K +$310K +9,680 +42%
MIC
358
Meridian Investment Counsel
California
$894K
Prudential Financial
359
Prudential Financial
New Jersey
$884K +$1.02M +31,930 New
CCM
360
Cribstone Capital Management
Maine
$878K +$179K +5,590 +21%
VFA
361
Voya Financial Advisors
Connecticut
$877K -$42.8K -1,338 -4%
BOS
362
Bingham Osborn & Scarborough
California
$872K
AIP
363
ARS Investment Partners
New York
$866K +$46K +1,438 +5%
HNB
364
Huntington National Bank
Ohio
$857K -$68.9K -2,154 -7%
NR
365
Newfound Research
Massachusetts
$855K -$2.62M -81,946 -73%
Fidelity International
366
Fidelity International
Bermuda
$854K -$1.01M -31,544 -51%
SIC
367
Samalin Investment Counsel
New York
$852K -$85.5K -2,672 -8%
AW
368
ACG Wealth
Georgia
$849K +$103K +3,232 +12%
BCM
369
Boltwood Capital Management
California
$841K +$32.9K +1,030 +4%
EH
370
Equitable Holdings
New York
$837K +$203K +6,362 +27%
ACS
371
Archford Capital Strategies
Illinois
$836K -$17K -532 -2%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$833K -$197K -6,148 -17%
DBIA
373
Dumont & Blake Investment Advisors
New Jersey
$831K
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$829K
TCA
375
Transcend Capital Advisors
New Jersey
$824K +$136K +4,266 +17%