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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
601
Intercontinental Wealth Advisors
Texas
$226K +$58.5K +1,896 +37%
MCM
602
MAI Capital Management
Ohio
$226K +$215K +6,978 New
SFM
603
Signet Financial Management
New Jersey
$223K -$13.4K -434 -6%
AWM
604
Altavista Wealth Management
North Carolina
$221K +$211K +6,836 New
PPP
605
Private Portfolio Partners
New Jersey
$220K -$14.8K -480 -7%
ECG
606
Edge Capital Group
Georgia
$220K – – –
SG
607
Somerset Group
Minnesota
$218K +$370 +12 +0.2%
EWA
608
Exencial Wealth Advisors
Oklahoma
$218K +$208K +6,732 New
SBH
609
Segall Bryant & Hamill
Illinois
$216K -$17K -552 -8%
WAM
610
Wealthspire Advisors (Maryland)
Maryland
$216K +$206K +6,682 New
NAM
611
NTV Asset Management
West Virginia
$215K +$205K +6,650 New
IGGA
612
Iron Gate Global Advisors
Utah
$214K -$70.8K -2,294 -26%
FFS
613
Founders Financial Securities
Maryland
$214K -$22.5K -730 -10%
EWM
614
Evercore Wealth Management
New York
$211K +$201K +6,510 New
CFGS
615
Concourse Financial Group Securities
Alabama
$209K -$1.16M -37,672 -85%
EFSCE
616
Enterprise Financial Services Corp (EFSC)
Missouri
$208K +$6.17K +200 +3%
CFA
617
Carroll Financial Associates
North Carolina
$207K +$4.63K +150 +2%
WA
618
Winfield Associates
Ohio
$207K +$197K +6,400 New
TPWA
619
TRUE Private Wealth Advisors
Oregon
$203K -$8.33K -270 -4%
GIA
620
Granite Investment Advisors
New Hampshire
$201K +$192K +6,220 New
CIAS
621
Capital Investment Advisory Services
North Carolina
$200K -$33.4K -1,084 -15%
AL
622
Aspiriant LLC
California
$200K -$18.4K -596 -9%
CCMW
623
Cypress Capital Management (Wyoming)
Wyoming
$200K +$2.84K +92 +2%
RIA
624
Realta Investment Advisors
Delaware
$190K -$14.1K -456 -7%
ATC
625
Adirondack Trust Company
New York
$190K – – –
23 24
25
26 27