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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
401
Endurance Wealth Management
Rhode Island
$683K -$13K -450 -2%
CFS
402
CRA Financial Services
New Jersey
$681K – – –
ODCM
403
Old Dominion Capital Management
Virginia
$678K – – –
RFC
404
Regions Financial Corp
Alabama
$672K -$132K -4,574 -16%
PCIA
405
Prime Capital Investment Advisors
Kansas
$669K -$3.2M -110,822 -82%
MC
406
Matisse Capital
Oregon
$669K – – –
PWW
407
Pettyjohn Wood & White
Virginia
$661K +$54.8K +1,900 +9%
PFPT
408
Pinnacle Financial Partners (Tennessee)
Tennessee
$657K -$196K -6,814 -23%
MFW
409
Meristem Family Wealth
Minnesota
$654K – – –
AF
410
Arrow Financial
New York
$653K +$24.9K +862 +4%
AMC
411
Asset Management Corp
Illinois
$653K +$371K +12,854 +125%
CCM
412
Compton Capital Management
Rhode Island
$649K +$404K +14,000 +156%
SS
413
Simplicity Solutions
Minnesota
$648K -$2.79M -96,740 -81%
AC
414
Abbrea Capital
California
$638K – – –
MHI
415
Miller Howard Investments
New York
$635K -$611K -21,206 -49%
RG
416
Rikoon Group
New Mexico
$624K +$11.5K +400 +2%
RCG
417
Rock Creek Group
District of Columbia
$620K -$2.07M -71,772 -77%
BWP
418
Bernardo Wealth Planning
Pennsylvania
$617K +$65.2K +2,260 +12%
CCFM
419
Clear Creek Financial Management
Washington
$612K +$155K +5,372 +33%
PFA
420
Pettinga Financial Advisors
Indiana
$611K +$130K +4,522 +26%
AF
421
Allworth Financial
California
$610K -$84.1K -2,918 -12%
LFAS
422
Level Four Advisory Services
Texas
$604K -$43K -1,492 -6%
CAAS
423
Capital Asset Advisory Services
Michigan
$604K +$195K +6,778 +51%
TW
424
Transform Wealth
Colorado
$603K -$3.62M -125,592 -85%
BAM
425
Belpointe Asset Management
Nevada
$600K -$83.3K -2,888 -12%
15 16
17
18 19