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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1126
Westside Investment Management
California
$310K -$20.4K -450 -6%
OAM
1127
Occidental Asset Management
California
$310K -$65.7K -1,450 -18%
LBC
1128
Leigh Baldwin & Co
New York
$308K +$34.6K +764 +13%
CAM
1129
Cozad Asset Management
Illinois
$306K +$3.9K +86 +1%
AFA
1130
American Financial Advisors
Georgia
$306K -$7.43K -164 -2%
CWM
1131
Copia Wealth Management
Oregon
$305K +$10.7K +237 +4%
EPW
1132
Endeavor Private Wealth
Kansas
$305K -$4.71K -104 -2%
DCM
1133
Dimension Capital Management
Florida
$304K +$89.7K +1,980 +42%
BFO
1134
Boston Family Office
Massachusetts
$304K
BT
1135
Banque Transatlantique
France
$304K
CA
1136
Carson Advisory
Georgia
$303K
CRA
1137
Clear Retirement Advice
California
$302K
SAM
1138
Smartleaf Asset Management
Massachusetts
$300K
GGI
1139
Godsey & Gibb Inc
Virginia
$299K
MWM
1140
Mission Wealth Management
California
$297K +$91K +2,010 +44%
BFIM
1141
Beese Fulmer Investment Management
Ohio
$297K +$12.8K +283 +5%
GA
1142
Goldstein Advisors
Wisconsin
$296K
AOWM
1143
Asset One Wealth Management
Washington
$296K -$20.3K -448 -6%
TC
1144
Toews Corporation
New Jersey
$295K +$294K +6,500 New
Nuveen
1145
Nuveen
North Carolina
$294K +$294K +6,493 New
SDWMA
1146
Schneider Downs Wealth Management Advisors
Pennsylvania
$293K
GI
1147
GAMMA Investing
California
$293K +$12.4K +274 +4%
LC
1148
LCNB Corp
Ohio
$292K +$54.4K +1,200 +23%
CIM
1149
Catalyst Investment Management
New Hampshire
$292K +$292K +6,443 New
AIA
1150
Ally Invest Advisors
North Carolina
$291K +$4.35K +96 +2%