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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
951
MMA Asset Management
Pennsylvania
$312K -$753K -18,968 -70%
AF
952
Apollon Financial
South Carolina
$312K +$77K +1,940 +31%
BOJHT
953
Bank of Jackson Hole Trust
Wyoming
$310K +$325K +8,194 New
SAF
954
Smith Anglin Financial
Texas
$310K -$10.3K -260 -3%
SMC
955
Smith, Moore & Co
Missouri
$309K -$7.86K -198 -2%
RWM
956
Rialto Wealth Management
New York
$309K +$324K +8,168 New
CCM
957
Crew Capital Management
Ohio
$309K -$6.11K -154 -2%
CA
958
Continuum Advisory
Idaho
$305K -$556 -14 -0.2%
YIA
959
YHB Investment Advisors
Connecticut
$305K -$1.51K -38 -0.5%
UAG
960
United Advisor Group
Ohio
$303K +$17.9K +452 +6%
IFWM
961
Institute for Wealth Management
Colorado
$302K – – –
EC
962
Elequin Capital
New York
$300K +$315K +7,936 New
APP
963
Avantax Planning Partners
Iowa
$300K – – –
DCM
964
Donaldson Capital Management
Indiana
$299K +$313K +7,888 New
FFG
965
First Financial Group
North Carolina
$297K +$311K +7,836 New
MWM
966
Mission Wealth Management
California
$293K +$307K +7,740 New
PAI
967
Pittenger & Anderson Inc
Nebraska
$293K – – –
RBC
968
Romano Brothers & Co
Illinois
$292K – – –
CKAIS
969
Christensen King & Associates Investment Services
Washington
$292K – – –
HTC
970
Haverford Trust Company
Pennsylvania
$291K – – –
KCM
971
Kanawha Capital Management
Virginia
$291K – – –
SWP
972
Strategic Wealth Partners
Ohio
$291K -$16.6K -418 -5%
AWM
973
Aries Wealth Management
Maine
$290K -$22.5K -568 -7%
KCAM
974
Kagan Cocozza Asset Management
New Jersey
$289K +$303K +7,648 New
BJL
975
Brighton Jones LLC
Washington
$289K +$34.4K +866 +13%
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