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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
601
Pinnacle Bancorp
Nebraska
$232K – – –
SGK
602
Steigerwald Gordon & Koch
Virginia
$231K – – –
B
603
Bailard
California
$230K – – –
DP
604
Dearborn Partners
Illinois
$228K +$217K +7,038 New
IWA
605
Intercontinental Wealth Advisors
Texas
$226K +$58.5K +1,896 +37%
MCM
606
MAI Capital Management
Ohio
$226K +$215K +6,978 New
SFM
607
Signet Financial Management
New Jersey
$223K -$13.4K -434 -6%
AWM
608
Altavista Wealth Management
North Carolina
$221K +$211K +6,836 New
PPP
609
Private Portfolio Partners
New Jersey
$220K -$14.8K -480 -7%
ECG
610
Edge Capital Group
Georgia
$220K – – –
SG
611
Somerset Group
Minnesota
$218K +$370 +12 +0.2%
EWA
612
Exencial Wealth Advisors
Oklahoma
$218K +$208K +6,732 New
UB
613
UMB Bank
Missouri
$217K +$207K +6,700 New
SBH
614
Segall Bryant & Hamill
Illinois
$216K -$17K -552 -8%
WAM
615
Wealthspire Advisors (Maryland)
Maryland
$216K +$206K +6,682 New
NAM
616
NTV Asset Management
West Virginia
$215K +$205K +6,650 New
IGGA
617
Iron Gate Global Advisors
Utah
$214K -$70.8K -2,294 -26%
FFS
618
Founders Financial Securities
Maryland
$214K -$22.5K -730 -10%
EWM
619
Evercore Wealth Management
New York
$211K +$201K +6,510 New
CFGS
620
Concourse Financial Group Securities
Alabama
$209K -$1.16M -37,672 -85%
EFSCE
621
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$6.17K +200 +3%
CFA
622
Carroll Financial Associates
North Carolina
$207K +$4.63K +150 +2%
WA
623
Winfield Associates
Ohio
$207K +$197K +6,400 New
TPWA
624
TRUE Private Wealth Advisors
Oregon
$203K -$8.33K -270 -4%
GIA
625
Granite Investment Advisors
New Hampshire
$201K +$192K +6,220 New
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