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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
276
Wintrust Investments
Illinois
$750K -$95.7K -3,600 -11%
HTC
277
Haverford Trust Company
Pennsylvania
$750K – – –
DC
278
Davenport & Co
Virginia
$736K -$72.3K -2,722 -9%
SCA
279
Sage Capital Advisors
South Dakota
$728K +$14.9K +560 +2%
CAL
280
Capital Advisors Ltd
Ohio
$721K – – –
SWP
281
Stratos Wealth Partners
Ohio
$712K -$2.46M -92,622 -77%
LCM
282
Lucas Capital Management
New Jersey
$705K +$1.01K +38 +0.1%
BSAM
283
Blue Sky Asset Management
Colorado
$703K +$710K +26,712 New
TFA
284
Transamerica Financial Advisors
Florida
$699K +$403K +15,176 +134%
SSA
285
Schonfeld Strategic Advisors
New York
$697K -$4.4M -165,660 -86%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$693K -$6.64K -250 -0.9%
CL
287
Cabana LLC
Arkansas
$687K +$150K +5,654 +28%
WCM
288
Windsor Capital Management
Arizona
$684K +$1.33K +50 +0.2%
BS
289
Boenning & Scattergood
Pennsylvania
$676K -$21.3K -800 -3%
I2I
290
Insight 2811 Inc
Illinois
$670K +$676K +25,454 New
VFA
291
Voya Financial Advisors
Connecticut
$658K -$71.4K -2,688 -10%
MBT
292
Montecito Bank & Trust
California
$651K +$657K +24,714 New
ODCM
293
Old Dominion Capital Management
Virginia
$651K +$657K +24,720 New
AWE
294
Avidian Wealth Enterprises
Texas
$650K -$215K -8,094 -25%
FWCM
295
Ferguson Wellman Capital Management
Oregon
$648K -$39.1K -1,470 -6%
PTC
296
Private Trust Company
Ohio
$644K +$1.06K +40 +0.2%
PAMU
297
Pictet Asset Management (UK)
United Kingdom
$642K – – –
LFAS
298
Level Four Advisory Services
Texas
$629K -$6.7M -252,148 -91%
DWT
299
Dorsey & Whitney Trust
South Dakota
$629K +$146K +5,508 +30%
FHA
300
Flagship Harbor Advisors
Massachusetts
$628K – – –
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