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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
726
Ridgecrest Wealth Partners
California
$313K -$25.7K -740 -8%
MC
727
Mathes Company
New York
$313K – – –
AAMA
728
Advanced Asset Management Advisors
Ohio
$313K +$4.37K +126 +2%
IFS
729
Ifrah Financial Services
Arkansas
$312K +$290K +8,376 New
SDWMA
730
Schneider Downs Wealth Management Advisors
Pennsylvania
$308K -$347 -10 -0.1%
GLLW
731
Graves Light Lenhart Wealth
Virginia
$308K +$624 +18 +0.2%
CTA
732
Chesley Taft & Associates
Illinois
$305K – – –
CAM
733
Concorde Asset Management
Michigan
$304K +$71.9K +2,074 +34%
TB
734
Treynor Bancshares
Iowa
$302K +$21.7K +626 +8%
T
735
TCWP
Ohio
$301K +$55.8K +1,610 +25%
BRWM
736
B. Riley Wealth Management
Tennessee
$298K -$51.2K -1,478 -16%
AIM
737
AHL Investment Management
Florida
$297K – – –
CT
738
Coastline Trust
Rhode Island
$296K -$20.8K -600 -7%
WA
739
Wambolt & Associates
Colorado
$296K – – –
HIC
740
Holderness Investments Company
North Carolina
$295K +$26K +750 +10%
FNT
741
First National Trust
Pennsylvania
$294K -$64.8K -1,870 -19%
JC
742
JB Capital
Connecticut
$293K -$201K -5,790 -42%
UB
743
UMB Bank
Missouri
$293K – – –
EP
744
Edgestream Partners
New Jersey
$290K +$12.1K +348 +5%
CIC
745
Cutler Investment Counsel
Oregon
$290K +$270K +7,800 New
CWM
746
ClientFirst Wealth Management
Arkansas
$289K – – –
TI
747
Tidal Investments
Wisconsin
$288K +$268K +7,740 New
HAS
748
HBW Advisory Services
California
$287K +$4.85K +140 +2%
GTAM
749
Global Trust Asset Management
Florida
$284K +$13.9K +400 +6%
OSNBOA
750
Old Second National Bank of Aurora
Illinois
$283K -$38.9K -1,122 -13%
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