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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1051
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K – – –
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K +$36.3K +912 +16%
GAM
1053
Griffin Asset Management
New York
$263K +$257K +6,438 New
ATC
1054
Argent Trust Co
Tennessee
$263K +$24.5K +616 +11%
AIA
1055
Ally Invest Advisors
North Carolina
$262K +$6.93K +174 +3%
RG
1056
Rathbones Group
United Kingdom
$262K +$256K +6,426 New
PW
1057
PUREfi Wealth
Massachusetts
$261K -$63.8K -1,600 -20%
CCAM
1058
Cascades Capital Asset Management
North Carolina
$261K +$255K +6,400 New
RC
1059
Raine Capital
New York
$261K +$255K +6,400 New
NSIM
1060
North Star Investment Management
Illinois
$261K +$1.83K +46 +0.7%
WOSD
1061
WFA of San Diego
California
$260K +$254K +6,366 New
NP
1062
Nilsine Partners
Colorado
$260K -$4.54K -114 -2%
GWM
1063
Graybill Wealth Management
Illinois
$260K +$61.9K +1,554 +32%
AL
1064
Aspiriant LLC
California
$259K -$478 -12 -0.2%
CA
1065
Cornerstone Advisory
Maryland
$259K +$29.1K +730 +13%
FFO
1066
Fortitude Family Office
Arizona
$259K -$3.03K -76 -1%
BFIM
1067
Beese Fulmer Investment Management
Ohio
$258K +$7.01K +176 +3%
KW
1068
KWB Wealth
California
$258K -$142K -3,562 -35%
HWP
1069
Highline Wealth Partners
California
$258K – – –
NAS
1070
NWF Advisory Services
California
$257K +$16.5K +414 +7%
LP
1071
LGL Partners
Pennsylvania
$257K +$1.59K +40 +0.7%
FPAS
1072
Focus Partners Advisor Solutions
Missouri
$256K -$14.2K -356 -5%
SA
1073
Strategic Advocates
Utah
$256K +$249K +6,258 New
FA
1074
Fountainhead AM
New Jersey
$255K -$2.31K -58 -0.9%
BSA
1075
Braun Stacey Associates
New York
$255K -$4.78K -120 -2%
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