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State Street Utilities Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modern Wealth Management
Kansas
$8.6M +$1.41M +35,388 +20%
CCM
152
Coldstream Capital Management
Washington
$8.4M -$365K -9,158 -4%
CIA
153
Capital Investment Advisors
Georgia
$8.27M -$210K -5,266 -3%
MPM
154
Meritage Portfolio Management
Kansas
$8.23M -$18.7K -470 -0.2%
P
155
&Partners
Tennessee
$8.23M +$1.04M +26,088 +15%
Creative Planning
156
Creative Planning
Kansas
$8.22M +$321K +8,068 +4%
IWM
157
IHT Wealth Management
Illinois
$8.2M +$621K +15,580 +8%
VAS
158
Vestmark Advisory Solutions
Massachusetts
$8.02M +$7.83M +196,480 New
OC
159
Oppenheimer & Co
New York
$8.01M +$3.91M +98,156 +100%
OAM
160
Oppenheimer Asset Management
New York
$7.98M +$7.79M +195,396 New
RSWM
161
Robertson Stephens Wealth Management
California
$7.94M -$1.12K -28 -0%
Charles Schwab
162
Charles Schwab
California
$7.89M -$327K -8,216 -4%
HBWM
163
Hollow Brook Wealth Management
New York
$7.87M +$1.91K +48 +0%
PIN
164
Prudent Investors Network
California
$7.84M -$28.1K -706 -0.4%
AI
165
Atria Investments
North Carolina
$7.8M -$750K -18,814 -9%
ACM
166
Avalon Capital Management
California
$7.69M -$103K -2,584 -1%
SAW
167
Signal Advisors Wealth
Michigan
$7.62M +$5.14M +129,036 +224%
AWS
168
Atria Wealth Solutions
New York
$7.62M -$7.06M -177,148 -49%
FIB
169
First Interstate Bank
Montana
$7.61M -$137K -3,440 -2%
MCB
170
Morton Community Bank
Illinois
$7.58M -$8.21K -206 -0.1%
CF
171
Centaurus Financial
California
$7.57M +$696K +17,474 +10%
FWM
172
Foguth Wealth Management
Michigan
$7.48M +$5.91M +148,342 +427%
CWG
173
Cornerstone Wealth Group
North Carolina
$7.42M -$415K -10,422 -5%
GL
174
Graypoint LLC
New York
$7.38M -$302K -7,572 -4%
ASN
175
Advisory Services Network
Georgia
$7.36M +$1.16M +29,076 +20%