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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
551
J. Safra Asset Management
New York
$1.32M +$426K +10,704 +50%
NWWA
552
New Wave Wealth Advisors
Arkansas
$1.32M -$2.23K -56 -0.2%
1CP
553
17 Capital Partners
Arizona
$1.3M +$1.27M +31,788 New
DE
554
Diversified Enterprises
Delaware
$1.3M +$23.7K +594 +2%
FIM
555
Freedom Investment Management
Connecticut
$1.29M +$44.6K +1,120 +4%
WIA
556
World Investment Advisors
California
$1.28M -$201K -5,044 -14%
HI
557
Horizon Investments
North Carolina
$1.28M -$1.12M -28,182 -47%
FEM
558
Fulcrum Equity Management
Texas
$1.27M +$938K +23,550 +312%
NF
559
Nvest Financial
New Hampshire
$1.27M +$24K +602 +2%
PIMG
560
Patriot Investment Management Group
Tennessee
$1.27M – – –
ACI
561
Alpha Cubed Investments
California
$1.26M -$930K -23,332 -43%
GKWIM
562
Gerber Kawasaki Wealth & Investment Management
California
$1.26M +$131K +3,294 +12%
AWM
563
Avior Wealth Management
Nebraska
$1.25M -$60.2K -1,512 -5%
MT
564
Midwest Trust
Kansas
$1.25M +$1.22M +30,512 New
CCFM
565
Clear Creek Financial Management
Washington
$1.24M -$149K -3,736 -11%
SC
566
Sepio Capital
Utah
$1.22M -$88.2K -2,214 -7%
CICC
567
Capital Investment Counsel (Colorado)
Colorado
$1.22M +$821K +20,596 +221%
GHA
568
Granite Harbor Advisors
Texas
$1.22M -$42.7K -1,072 -3%
FTWA
569
Fifth Third Wealth Advisors
Ohio
$1.22M +$610K +15,306 +106%
PWA
570
Primoris Wealth Advisors
Florida
$1.22M -$89K -2,234 -7%
YIH
571
Y-Intercept (HK)
Hong Kong
$1.21M +$1.18M +29,694 New
SCM
572
SCS Capital Management
Massachusetts
$1.21M -$493K -12,382 -30%
NW
573
NewEdge Wealth
Pennsylvania
$1.2M +$7.65K +192 +0.7%
SFS
574
Sowell Financial Services
Arkansas
$1.19M +$246K +6,176 +27%
ACM
575
Allred Capital Management
Texas
$1.17M +$956 +24 +0.1%
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