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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
801
Ridgecrest Wealth Partners
California
$276K – – –
H
802
HoyleCohen
California
$276K +$11.7K +318 +4%
BA
803
Bridge Advisory
California
$275K -$18.3K -500 -6%
EA
804
Ellsworth Advisors
Ohio
$275K – – –
MC
805
Mathes Company
New York
$275K – – –
CWM
806
Congress Wealth Management
Massachusetts
$274K +$87.9K +2,398 +40%
AIP
807
ARS Investment Partners
New York
$273K +$18.9K +516 +7%
MA
808
MKT Advisors
California
$272K -$103K -2,822 -25%
GLLW
809
Graves Light Lenhart Wealth
Virginia
$272K +$660 +18 +0.2%
EA
810
Eudaimonia Advisors
Tennessee
$270K -$119K -3,254 -28%
WTB
811
Washington Trust Bank
Washington
$270K -$49.6K -1,354 -14%
SMC
812
Smith, Moore & Co
Missouri
$270K -$46.7K -1,274 -13%
SDWMA
813
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K -$1.03K -28 -0.3%
BDF
814
Black Diamond Financial
Maryland
$269K – – –
GA
815
GFS Advisors
Texas
$268K – – –
TCM
816
Tuttle Capital Management
Connecticut
$267K -$41.3K -1,126 -12%
SW
817
Simplicity Wealth
New Jersey
$267K +$12.7K +346 +4%
AAP
818
Arax Advisory Partners
Colorado
$267K +$173K +4,712 +137%
PCFFS
819
Pacific Center for Financial Services
California
$265K +$111K +3,028 +60%
SCFS
820
S.C. Financial Services
Arizona
$265K +$297K +8,100 New
CTA
821
Chesley Taft & Associates
Illinois
$262K – – –
CT
822
Coastline Trust
Rhode Island
$262K – – –
WRM
823
Weybosset Research & Management
Rhode Island
$262K +$293K +8,000 New
HIC
824
Holderness Investments Company
North Carolina
$260K – – –
BMCM
825
Burns Matteson Capital Management
New York
$259K +$73.1K +1,994 +34%
31 32
33
34 35