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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
926
WhitTier Trust Company
Nevada
$327K -$7.81K -200 -2%
RRCM
927
Rappaport Reiches Capital Management
Illinois
$325K +$322K +8,250 New
CCM
928
Crew Capital Management
Ohio
$325K +$3.05K +78 +1%
SMC
929
Smith, Moore & Co
Missouri
$323K +$391 +10 +0.1%
IC
930
IEQ Capital
California
$323K +$93.9K +2,404 +42%
MRP
931
Measured Risk Portfolios
California
$321K -$25.1K -642 -7%
UOTTAIMCU
932
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$321K +$169K +4,336 +114%
KCM
933
Kanawha Capital Management
Virginia
$319K +$15.6K +400 +5%
FA
934
Fiduciary Alliance
South Carolina
$318K +$63.5K +1,626 +25%
CAG
935
Crestwood Advisors Group
Massachusetts
$318K -$31.4K -804 -9%
SWM
936
Stockman Wealth Management
Montana
$317K -$485K -12,402 -61%
PW
937
PUREfi Wealth
Massachusetts
$315K +$39.1K +1,000 +14%
PCM
938
Pennsylvania Capital Management
Pennsylvania
$314K +$311K +7,962 New
NFG
939
Nations Financial Group
Iowa
$314K -$17.5K -448 -5%
BOJHT
940
Bank of Jackson Hole Trust
Wyoming
$312K -$12K -306 -4%
GFA
941
Gallagher Fiduciary Advisors
Illinois
$311K -$101K -2,582 -25%
DCM
942
Donaldson Capital Management
Indiana
$311K – – –
TPA
943
Trivium Point Advisory
Connecticut
$311K +$60.2K +1,540 +24%
GI
944
GAMCO Investors
Connecticut
$310K +$307K +7,858 New
SFPG
945
Stonebridge Financial Planning Group
Florida
$309K +$306K +7,842 New
CPRC
946
Consolidated Portfolio Review Corp
New York
$308K +$38.4K +984 +14%
AWM
947
Aries Wealth Management
Maine
$307K +$5K +128 +2%
NCM
948
Novare Capital Management
North Carolina
$306K +$28.1K +720 +10%
RBC
949
Romano Brothers & Co
Illinois
$305K +$78 +2 +0%
HTC
950
Haverford Trust Company
Pennsylvania
$303K – – –
36 37
38
39 40