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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
826
Bank of the West
California
$266K +$35.8K +990 +15%
GW
827
GW & Wade
Massachusetts
$265K +$63.9K +1,764 +31%
BJL
828
Brighton Jones LLC
Washington
$263K -$51.9K -1,434 -16%
MIM
829
MTM Investment Management
South Carolina
$261K +$1.88K +52 +0.7%
HWM
830
HB Wealth Management
Georgia
$261K +$30.5K +842 +13%
MF
831
Meridian Financial
Massachusetts
$259K – – –
CCM
832
Compton Capital Management
Rhode Island
$259K -$717K -19,800 -73%
AWM
833
Aries Wealth Management
Maine
$259K +$267K +7,388 New
BMCM
834
Bryn Mawr Capital Management
Pennsylvania
$258K – – –
GP
835
Girard Partners
Pennsylvania
$258K +$24.5K +676 +10%
3F
836
360 Financial
Minnesota
$257K -$169K -4,680 -39%
PSF
837
Pacific Sun Financial
California
$257K – – –
NCM
838
NCM Capital Management
New Jersey
$257K +$54.4K +1,502 +26%
BBL
839
Beck Bode LLC
Massachusetts
$255K -$147K -4,056 -36%
CB
840
Community Bank
New York
$254K -$7.96K -220 -3%
OPA
841
Old Port Advisors
Maine
$252K +$2.03K +56 +0.8%
PD
842
Planning Directions
Pennsylvania
$251K +$259K +7,156 New
SGK
843
Steigerwald Gordon & Koch
Virginia
$250K – – –
TW
844
Transform Wealth
Colorado
$249K +$257K +7,098 New
GFPC
845
Global Financial Private Client
Florida
$248K +$233K +6,450 +1,408%
CCM
846
Chilton Capital Management
Texas
$247K – – –
WWG
847
West Wealth Group
California
$245K +$253K +6,988 New
ISL
848
Ingalls & Snyder LLC
New York
$244K – – –
DADC
849
D.A. Davidson & Co
Montana
$244K +$39K +1,076 +18%
KCM
850
Kanawha Capital Management
Virginia
$243K +$6.15K +170 +3%
32 33
34
35 36