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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
526
Magnus Financial Group
New York
$400K -$2.37M -76,536 -86%
SP
527
Successful Portfolios
Florida
$398K – – –
HWA
528
Hillcrest Wealth Advisors
New Jersey
$397K +$37.2K +1,200 +11%
IFWM
529
Institute for Wealth Management
Colorado
$394K -$34.3K -1,106 -8%
Valeo Financial Advisors
530
Valeo Financial Advisors
Indiana
$393K – – –
SWM
531
SeaCrest Wealth Management
New York
$387K -$931 -30 -0.2%
Stephens Inc
532
Stephens Inc
Arkansas
$386K -$123K -3,980 -25%
Brown Advisory
533
Brown Advisory
Maryland
$384K +$10.7K +346 +3%
I2I
534
Insight 2811 Inc
Illinois
$381K +$369K +11,900 New
PPP
535
Private Portfolio Partners
New Jersey
$379K +$41.9K +1,352 +13%
JGUA
536
John G. Ullman & Associates
New York
$378K -$68.3K -2,200 -16%
WCA
537
Windsor Creek Advisors
Vermont
$371K -$301K -9,708 -46%
Csenge Advisory Group
538
Csenge Advisory Group
Florida
$370K -$2.72M -87,802 -88%
Migdal Insurance & Financial Holdings
539
Migdal Insurance & Financial Holdings
Israel
$367K +$89.7K +2,890 +32%
PG
540
Patten Group
Tennessee
$363K -$5.27K -170 -1%
WesBanco Bank
541
WesBanco Bank
West Virginia
$362K +$350K +11,284 New
Grimes & Company
542
Grimes & Company
Massachusetts
$360K +$349K +11,252 New
First National Trust
543
First National Trust
Pennsylvania
$352K -$434 -14 -0.1%
PIM
544
Penobscot Investment Management
Massachusetts
$350K -$161K -5,200 -32%
RIM
545
Rockbridge Investment Management
New York
$349K – – –
SS
546
Sunbelt Securities
Texas
$348K -$869 -28 -0.3%
CASB
547
Cape Ann Savings Bank
Massachusetts
$347K -$1.27M -40,928 -79%
IWP
548
Icon Wealth Partners
Texas
$345K +$334K +10,776 New
CB
549
Community Bank
New York
$344K -$3.5M -112,688 -91%
BOPW
550
Brandywine Oak Private Wealth
Pennsylvania
$343K -$10.2K -330 -3%