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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
926
Warner Financial
Maryland
$327K +$890 +24 +0.3%
PWP
927
Phillips Wealth Planners
Mississippi
$324K -$39.9K -1,076 -12%
PFA
928
Petra Financial Advisors
Colorado
$324K – – –
Clearstead Advisors
929
Clearstead Advisors
Ohio
$323K -$2.37K -64 -0.8%
EM
930
ELCO Management
New York
$323K -$55.6K -1,500 -16%
BWM
931
Buska Wealth Management
Wisconsin
$323K -$9.64K -260 -3%
IFWM
932
Institute for Wealth Management
Colorado
$322K -$1.34K -36 -0.4%
Avantax Planning Partners
933
Avantax Planning Partners
Iowa
$320K -$29.7K -800 -9%
FUBT
934
First United Bank & Trust
Maryland
$319K -$816 -22 -0.3%
O'Shaughnessy Asset Management
935
O'Shaughnessy Asset Management
Connecticut
$316K +$40.7K +1,098 +16%
CA
936
Continuum Advisory
Idaho
$316K +$44.9K +1,210 +18%
NFG
937
Nations Financial Group
Iowa
$315K +$289K +7,800 New
VFG
938
V2 Financial group
Illinois
$315K – – –
RFN
939
Redwood Financial Network
Ohio
$314K +$22.5K +606 +8%
SWP
940
Strategic Wealth Partners
Ohio
$313K +$19.9K +536 +7%
PAI
941
Pittenger & Anderson Inc
Nebraska
$312K -$11.1K -300 -4%
RBC
942
Romano Brothers & Co
Illinois
$312K +$74 +2 +0%
Haverford Trust Company
943
Haverford Trust Company
Pennsylvania
$311K +$9.27K +250 +3%
KCM
944
Kanawha Capital Management
Virginia
$311K – – –
RiverFront Investment Group
945
RiverFront Investment Group
Virginia
$308K – – –
CKAIS
946
Christensen King & Associates Investment Services
Washington
$308K -$16K -430 -5%
AFP
947
Ausdal Financial Partners
Iowa
$308K +$46.4K +1,250 +20%
Pinnacle Associates
948
Pinnacle Associates
New York
$307K -$11.2K -302 -3%
VAG
949
VisionPoint Advisory Group
Texas
$306K -$1.41K -38 -0.5%
Baker Avenue Asset Management
950
Baker Avenue Asset Management
California
$306K +$281K +7,574 New