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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
626
Pinnacle Bancorp
Nebraska
$232K – – –
SGK
627
Steigerwald Gordon & Koch
Virginia
$230K – – –
BFO
628
Biltmore Family Office
North Carolina
$230K +$226K +7,112 New
B
629
Bailard
California
$229K – – –
CS
630
Capital Square
Tennessee
$229K +$226K +7,112 New
WAP
631
Wealthcare Advisory Partners
Pennsylvania
$228K +$191K +5,998 +575%
MCM
632
MAI Capital Management
Ohio
$225K – – –
ACM
633
Anfield Capital Management
California
$224K +$207K +6,514 New
MCM
634
Maple Capital Management
Vermont
$223K +$219K +6,910 New
BA
635
Ballast Advisors
Minnesota
$223K +$220K +6,912 New
OIA
636
OneDigital Investment Advisors
Kansas
$222K -$31.4K -988 -13%
RIA
637
Realta Investment Advisors
Delaware
$221K +$33.2K +1,046 +18%
ECG
638
Edge Capital Group
Georgia
$220K – – –
PPP
639
Private Portfolio Partners
New Jersey
$220K +$445 +14 +0.2%
LWM
640
Laidlaw Wealth Management
New York
$220K +$216K +6,812 New
APP
641
Avantax Planning Partners
Iowa
$219K -$73.3K -2,308 -25%
WAM
642
Wealthspire Advisors (Maryland)
Maryland
$219K +$3.05K +96 +1%
EWA
643
Exencial Wealth Advisors
Oklahoma
$218K – – –
IWA
644
Intercontinental Wealth Advisors
Texas
$216K -$23.2K -730 -10%
NAM
645
NTV Asset Management
West Virginia
$215K – – –
SBH
646
Segall Bryant & Hamill
Illinois
$215K – – –
GCA
647
Greenwood Capital Associates
South Carolina
$214K -$200K -6,312 -49%
BPWA
648
Beacon Pointe Wealth Advisors
California
$214K -$75K -2,360 -26%
CWA
649
Clarus Wealth Advisors
Arizona
$214K -$60.7K -1,910 -22%
IGGA
650
Iron Gate Global Advisors
Utah
$214K – – –
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