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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
351
Ellevest Inc
New York
$1.04M – – –
ACP
352
Arcus Capital Partners
Georgia
$1.04M -$11.4K -384 -1%
BIA
353
Barry Investment Advisors
Massachusetts
$1.03M +$404K +13,598 +64%
UR
354
USCA RIA
Texas
$1.02M -$689K -23,230 -40%
SBWM
355
Sunflower Bank Wealth Management
Arizona
$1.02M -$331K -11,150 -25%
CIM
356
Corbyn Investment Management
Maryland
$1.01M -$514K -17,322 -34%
AIP
357
ARS Investment Partners
New York
$1.01M +$1.01M +34,154 New
NFC
358
Northeast Financial Consultants
Connecticut
$1.01M – – –
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$1M -$94.1K -3,172 -9%
MCM
360
Moore Capital Management
New York
$998K +$997K +33,600 New
EVM
361
Eaton Vance Management
Massachusetts
$987K -$84.3K -2,840 -8%
IIA
362
IPG Investment Advisors
California
$985K – – –
VF
363
Virtu Financial
New York
$985K -$554K -18,672 -36%
FHC
364
First Horizon Corporation
Tennessee
$979K +$979K +32,986 New
KWM
365
Kingsview Wealth Management
Oregon
$972K -$245K -8,268 -20%
AMC
366
Asset Management Corp
Illinois
$971K +$284K +9,556 +41%
PWG
367
Private Wealth Group
Florida
$966K – – –
MIC
368
Meridian Investment Counsel
California
$958K – – –
PAS
369
Park Avenue Securities
New York
$956K +$172K +5,792 +22%
JGIA
370
Jackson Grant Investment Advisers
Connecticut
$946K +$4.69K +158 +0.5%
BB
371
Busey Bank
Illinois
$941K -$81K -2,728 -8%
BOS
372
Bingham Osborn & Scarborough
California
$934K – – –
OAM
373
Oppenheimer Asset Management
New York
$934K +$30.3K +1,022 +3%
BCM
374
Boltwood Capital Management
California
$928K +$16.3K +550 +2%
PFA
375
Pettinga Financial Advisors
Indiana
$926K +$283K +9,532 +44%
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15
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