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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1051
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K +$36.3K +912 +16%
GAM
1052
Griffin Asset Management
New York
$263K +$257K +6,438 New
ATC
1053
Argent Trust Co
Tennessee
$263K +$24.5K +616 +11%
AIA
1054
Ally Invest Advisors
North Carolina
$262K +$6.93K +174 +3%
RG
1055
Rathbones Group
United Kingdom
$262K +$256K +6,426 New
PW
1056
PUREfi Wealth
Massachusetts
$261K -$63.8K -1,600 -20%
CCAM
1057
Cascades Capital Asset Management
North Carolina
$261K +$255K +6,400 New
RC
1058
Raine Capital
New York
$261K +$255K +6,400 New
NSIM
1059
North Star Investment Management
Illinois
$261K +$1.83K +46 +0.7%
WOSD
1060
WFA of San Diego
California
$260K +$254K +6,366 New
NP
1061
Nilsine Partners
Colorado
$260K -$4.54K -114 -2%
GWM
1062
Graybill Wealth Management
Illinois
$260K +$61.9K +1,554 +32%
AL
1063
Aspiriant LLC
California
$259K -$478 -12 -0.2%
CA
1064
Cornerstone Advisory
Maryland
$259K +$29.1K +730 +13%
FFO
1065
Fortitude Family Office
Arizona
$259K -$3.03K -76 -1%
BFIM
1066
Beese Fulmer Investment Management
Ohio
$258K +$7.01K +176 +3%
KW
1067
KWB Wealth
California
$258K -$142K -3,562 -35%
HWP
1068
Highline Wealth Partners
California
$258K – – –
NAS
1069
NWF Advisory Services
California
$257K +$16.5K +414 +7%
LP
1070
LGL Partners
Pennsylvania
$257K +$1.59K +40 +0.7%
FPAS
1071
Focus Partners Advisor Solutions
Missouri
$256K -$14.2K -356 -5%
SA
1072
Strategic Advocates
Utah
$256K +$249K +6,258 New
FA
1073
Fountainhead AM
New Jersey
$255K -$2.31K -58 -0.9%
BSA
1074
Braun Stacey Associates
New York
$255K -$4.78K -120 -2%
CP
1075
Castleview Partners
Texas
$255K +$249K +6,244 New
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