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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
626
First National Bank of Hutchinson
Kansas
$587K – – –
SWP
627
Strategic Wealth Partners
Ohio
$587K – – –
JHCP
628
Jackson Hole Capital Partners
Oklahoma
$587K +$2.39K +66 +0.4%
WP
629
WealthSource Partners
California
$585K -$2.18M -60,342 -78%
EP
630
Edgestream Partners
New Jersey
$578K +$314K +8,680 +111%
AMC
631
Asset Management Corp
Illinois
$574K -$29K -800 -5%
MAM
632
MMA Asset Management
Pennsylvania
$574K – – –
PSIWM
633
Paradigm Strategies in Wealth Management
Minnesota
$567K +$35.3K +976 +6%
NFSG
634
Newbridge Financial Services Group
Florida
$563K +$78.1K +2,158 +16%
RIA
635
Realta Investment Advisors
Delaware
$555K -$167K -4,610 -23%
ECM
636
ExodusPoint Capital Management
New York
$554K +$572K +15,800 New
JWA
637
JFS Wealth Advisors
Pennsylvania
$550K +$33.1K +914 +6%
HCMT
638
Highland Capital Management (Tennessee)
Tennessee
$545K – – –
APW
639
Aurora Private Wealth
New Jersey
$545K +$28.6K +790 +5%
MMA
640
Miracle Mile Advisors
California
$544K +$562K +15,516 New
JCM
641
J2 Capital Management
Michigan
$538K +$285K +7,870 +105%
FA
642
FDx Advisors
Illinois
$536K +$353K +9,746 +176%
OCM
643
Objective Capital Management
Ohio
$534K +$724 +20 +0.1%
GC
644
Garde Capital
Washington
$532K – – –
CAM
645
Concorde Asset Management
Michigan
$529K +$250K +6,916 +85%
SYBT
646
Stock Yards Bank & Trust
Kentucky
$525K +$542K +14,972 New
TB
647
Treynor Bancshares
Iowa
$521K +$244K +6,744 +83%
BFG
648
Berger Financial Group
Minnesota
$518K – – –
F
649
F3Logic
Minnesota
$517K -$72 -2 -0%
EWM
650
Endurance Wealth Management
Rhode Island
$516K -$48.1K -1,330 -8%
24 25
26
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