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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1051
Tolleson Wealth Management
Texas
$382K – – –
WTC
1052
WhitTier Trust Company
Nevada
$378K – – –
AWM
1053
Avaii Wealth Management
Wisconsin
$378K -$237K -5,229 -39%
CIM
1054
Contravisory Investment Management
Massachusetts
$377K -$40.8K -900 -10%
JIR
1055
James Investment Research
Ohio
$377K – – –
NPT
1056
National Philanthropic Trust
Pennsylvania
$375K +$375K +8,269 New
CKAIS
1057
Christensen King & Associates Investment Services
Washington
$373K – – –
CFA
1058
Churchill Financial Advisors
Kentucky
$373K +$101K +2,239 +37%
Allspring Global Investments
1059
Allspring Global Investments
North Carolina
$372K +$194K +4,278 +109%
JIC
1060
Joel Isaacson & Co
New York
$372K -$25.1K -554 -6%
KCM
1061
Kanawha Capital Management
Virginia
$371K – – –
MWM
1062
Mascagni Wealth Management
Mississippi
$371K -$28.7K -633 -7%
BSB
1063
Bangor Savings Bank
Maine
$369K +$32.5K +718 +10%
GS
1064
GWN Securities
Florida
$366K -$3.44K -76 -0.9%
KHCM
1065
Kirtland Hills Capital Management
Ohio
$365K +$78.1K +1,724 +27%
WEG
1066
World Equity Group
Illinois
$364K +$2.99K +66 +0.8%
RWA
1067
Redhawk Wealth Advisors
Minnesota
$363K +$2.13K +47 +0.6%
RA
1068
Rockingstone Advisors
Massachusetts
$361K +$8.15K +180 +2%
XPN
1069
XY Planning Network
Montana
$359K +$15.4K +339 +4%
RPGK
1070
Retirement Planning Group (Kansas)
Kansas
$359K -$3.17K -70 -0.9%
FBFS
1071
First Business Financial Services
Wisconsin
$358K – – –
WC
1072
Waterloo Capital
Texas
$358K +$358K +7,895 New
IAS
1073
IMA Advisory Services
Colorado
$358K +$357K +7,893 New
ATFA
1074
All Terrain Financial Advisors
Minnesota
$357K +$453 +10 +0.1%
MAM
1075
MMA Asset Management
Pennsylvania
$355K -$29.7K -655 -8%