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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
UCMOK
576
United Capital Management of KS
Kansas
$274K +$48.4K +1,568 +23%
MC
577
Mathes Company
New York
$272K – – –
CT
578
Coastline Trust
Rhode Island
$270K -$926 -30 -0.4%
JIR
579
James Investment Research
Ohio
$270K +$183K +5,936 +248%
ACI
580
Alpha Cubed Investments
California
$268K +$3.08K +100 +1%
IF
581
IRON Financial
Illinois
$267K -$24.7K -800 -9%
SDWMA
582
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K – – –
ISL
583
Ingalls & Snyder LLC
New York
$261K -$247 -8 -0.1%
SJIM
584
St. Johns Investment Management
Florida
$261K +$1.67K +54 +0.7%
CTA
585
Chesley Taft & Associates
Illinois
$259K – – –
GLLW
586
Graves Light Lenhart Wealth
Virginia
$259K +$249K +8,072 New
LJAC
587
L.J. Altfest & Co
New York
$256K +$123 +4 +0.1%
MTC
588
McDaniel Terry & Co
Texas
$256K +$244K +7,908 New
OIA
589
OneDigital Investment Advisors
Kansas
$255K +$193K +6,242 +383%
CAM
590
Cresset Asset Management
Illinois
$254K – – –
BP
591
Ballentine Partners
Massachusetts
$247K -$62.1K -2,014 -21%
TW
592
Transform Wealth
Colorado
$245K -$2.37M -76,842 -91%
GG
593
Gofen & Glossberg
Illinois
$245K – – –
BO
594
BRR OpCo
Ohio
$242K +$231K +7,484 New
SSWM
595
Sheets Smith Wealth Management
North Carolina
$240K – – –
BSW
596
Buckingham Strategic Wealth
Missouri
$238K +$227K +7,360 New
SIM
597
Stratos Investment Management
Ohio
$237K -$74K -2,400 -25%
QCIG
598
Quad-Cities Investment Group
Iowa
$237K +$123 +4 +0.1%
PMFA
599
Plante Moran Financial Advisors
Michigan
$237K +$6.36K +206 +3%
ECM
600
Evergreen Capital Management
Washington
$232K – – –
22 23
24
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