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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$1.06M -$3.01K -90 -0.3%
EH
352
Equitable Holdings
New York
$1.06M +$199K +5,956 +22%
VF
353
Virtu Financial
New York
$1.06M +$222K +6,646 +25%
ZIG
354
Zurich Insurance Group
Switzerland
$1.05M +$539K +16,140 +106%
1SB
355
1ST Source Bank
Indiana
$1.05M -$7.35K -220 -0.7%
CGIM
356
Cannon Global Investment Management
Florida
$1.05M +$1.1M +32,940 New
LDB
357
Lee, Danner & Bass
Tennessee
$1.04M -$40.4K -1,210 -4%
PFPT
358
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.04M -$17.2K -514 -2%
EVM
359
Eaton Vance Management
Massachusetts
$1.03M – – –
CIC
360
Carnegie Investment Counsel
Ohio
$1.03M -$36.9K -1,104 -3%
CC
361
Claybrook Capital
Massachusetts
$1.03M +$1.07M +32,150 New
FSA
362
Financial Sense Advisors
California
$1.03M +$277K +8,288 +35%
RMC
363
Regis Management Company
California
$1.02M – – –
AWA
364
Arkadios Wealth Advisors
Georgia
$1.02M -$615K -18,408 -37%
BCM
365
BlueCrest Capital Management
Jersey
$1.02M +$1.06M +31,804 New
WIC
366
Whitegate Investment Counselors
New Hampshire
$1.01M +$23.1K +690 +2%
MC
367
Moors & Cabot
Massachusetts
$1.01M +$56.9K +1,702 +6%
BOS
368
Bingham Osborn & Scarborough
California
$1M – – –
GEM
369
Global Endowment Management
North Carolina
$990K – – –
AMC
370
Asset Management Corp
Illinois
$990K +$2K +60 +0.2%
SIC
371
Samalin Investment Counsel
New York
$979K -$12.1K -362 -1%
EWM
372
EPG Wealth Management
Georgia
$977K +$231K +6,918 +29%
MIC
373
Meridian Investment Counsel
California
$973K – – –
IFG
374
Independent Financial Group
California
$970K -$80.2K -2,398 -7%
SCA
375
Stillwater Capital Advisors
Pennsylvania
$962K -$4.61K -138 -0.5%
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