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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
876
Secure Asset Management
Michigan
$225K +$218K +7,116 New
MWAM
877
Manhattan West Asset Management
California
$225K -$59.6K -1,948 -22%
NFG
878
Nations Financial Group
Iowa
$223K -$75.5K -2,468 -26%
PWP
879
Phillips Wealth Planners
Mississippi
$223K -$44.1K -1,442 -16%
FIC
880
Family Investment Center
Missouri
$223K -$50K -1,636 -19%
RT
881
Rockland Trust
Massachusetts
$222K +$214K +7,014 New
Brighton Jones LLC
882
Brighton Jones LLC
Washington
$222K -$13.3K -436 -6%
TPW
883
Transatlantique Private Wealth
New York
$222K – – –
NJIM
884
Nabity-Jensen Investment Management
Nebraska
$221K +$214K +6,986 New
GWP
885
Gateway Wealth Partners
Wisconsin
$220K -$3.02M -98,824 -93%
SCM
886
Sebold Capital Management
Illinois
$220K -$11.4K -372 -5%
MA
887
MKT Advisors
California
$220K +$208K +6,808 New
WhitTier Trust Company
888
WhitTier Trust Company
Nevada
$219K – – –
APIM
889
Agate Pass Investment Management
Washington
$217K +$210K +6,864 New
AMR
890
Asset Management Resources
Massachusetts
$217K -$6.3K -206 -3%
PSCM
891
Per Stirling Capital Management
Texas
$215K -$183K -5,980 -47%
ZCM
892
Ziegler Capital Management
Illinois
$214K +$206K +6,750 New
PWM
893
Palumbo Wealth Management
New York
$214K -$12.2K -400 -6%
WF
894
Warner Financial
Maryland
$212K +$204K +6,688 New
RFN
895
Redwood Financial Network
Ohio
$209K +$202K +6,614 New
Ballentine Partners
896
Ballentine Partners
Massachusetts
$209K -$43K -1,408 -18%
Evercore Wealth Management
897
Evercore Wealth Management
New York
$207K -$63.6K -2,080 -24%
GA
898
Goldstein Advisors
Wisconsin
$207K +$199K +6,522 New
Financial Engines Advisors
899
Financial Engines Advisors
California
$206K +$199K +6,502 New
HBK Sorce Advisory
900
HBK Sorce Advisory
Pennsylvania
$205K -$77.2K -2,524 -28%