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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMA
851
Advanced Asset Management Advisors
Ohio
$243K -$38.9K -1,246 -14%
SFM
852
Signet Financial Management
New Jersey
$242K -$146K -4,686 -39%
APIM
853
Agate Pass Investment Management
Washington
$241K +$15.4K +492 +7%
BP
854
Broadleaf Partners
Ohio
$239K – – –
FWCM
855
Ferguson Wellman Capital Management
Oregon
$237K -$7.96M -255,028 -97%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$235K -$1.24M -39,594 -85%
RFN
857
Redwood Financial Network
Ohio
$233K +$14.9K +478 +7%
RWB
858
RMR Wealth Builders
New Jersey
$233K +$221K +7,086 New
WE
859
Wealth Effects
Massachusetts
$233K -$42.4K -1,358 -16%
RIG
860
RiverFront Investment Group
Virginia
$231K -$14.4K -460 -6%
SS
861
Sunbelt Securities
Texas
$231K -$4.5K -144 -2%
TPW
862
Transatlantique Private Wealth
New York
$230K – – –
NJIM
863
Nabity-Jensen Investment Management
Nebraska
$229K – – –
ACM
864
Advance Capital Management
Michigan
$229K -$50.3K -1,612 -19%
CB
865
Community Bank
New York
$228K -$5.43K -174 -2%
SCM
866
Sebold Capital Management
Illinois
$228K – – –
LI
867
LRI Investments
Florida
$226K +$215K +6,884 New
AFAS
868
Acorn Financial Advisory Services
Virginia
$225K -$34K -1,090 -14%
AUB
869
Atlantic Union Bankshares
Virginia
$224K -$285K -9,116 -57%
ZCM
870
Ziegler Capital Management
Illinois
$222K – – –
OPPS
871
Obsidian Personal Planning Solutions
Maryland
$219K +$204K +6,550 New
NAM
872
NTV Asset Management
West Virginia
$218K -$120K -3,850 -37%
SL
873
Salomon & Ludwin
Virginia
$218K -$329K -10,536 -61%
RWM
874
Ritholtz Wealth Management
New York
$217K -$139K -4,450 -40%
BJL
875
Brighton Jones LLC
Washington
$216K -$13.6K -436 -6%
33 34
35
36 37