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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
851
Bryn Mawr Capital Management
Pennsylvania
$243K – – –
RBC
852
Romano Brothers & Co
Illinois
$241K -$12.2K -398 -5%
BFG
853
Berger Financial Group
Minnesota
$240K +$232K +7,578 New
SW
854
Simplicity Wealth
New Jersey
$239K +$231K +7,558 New
SAM
855
SignalPoint Asset Management
Missouri
$239K +$231K +7,556 New
GC
856
Guidance Capital
Kentucky
$239K +$227K +7,434 New
KCM
857
Kanawha Capital Management
Virginia
$238K +$6.12K +200 +3%
RIG
858
RiverFront Investment Group
Virginia
$238K +$230K +7,512 New
VFG
859
V2 Financial group
Illinois
$237K +$9.17K +300 +4%
SMC
860
Smith, Moore & Co
Missouri
$236K -$856 -28 -0.4%
MW
861
Marcum Wealth
Ohio
$234K -$380K -12,436 -63%
SFPG
862
Stonebridge Financial Planning Group
Florida
$234K -$139K -4,560 -38%
CT
863
Cambridge Trust
Massachusetts
$233K +$53.5K +1,750 +31%
IP
864
Ignite Planners
California
$233K -$35.6K -1,166 -14%
TFA
865
Teamwork Financial Advisors
Texas
$232K -$458K -14,996 -67%
AAS
866
Annex Advisory Services
Wisconsin
$232K +$224K +7,326 New
HTC
867
Haverford Trust Company
Pennsylvania
$231K -$6.12K -200 -3%
PWM
868
PBMares Wealth Management
Virginia
$231K -$7.77K -254 -3%
BP
869
Broadleaf Partners
Ohio
$231K – – –
OCM
870
Orleans Capital Management
Louisiana
$229K +$221K +7,220 New
BCM
871
Bluefin Capital Management
New York
$228K +$220K +7,200 New
HIC
872
Holderness Investments Company
North Carolina
$227K – – –
SS
873
Sunbelt Securities
Texas
$227K -$34.6K -1,132 -14%
CB
874
Community Bank
New York
$226K +$87.9K +2,874 +68%
SAM
875
Secure Asset Management
Michigan
$225K +$218K +7,116 New
33 34
35
36 37