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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
326
Convergent Wealth Advisors
Maryland
$289K +$301K +13,008 New
CFC
327
Coyle Financial Counsel
Illinois
$283K -$24.2K -1,046 -8%
WA
328
Winfield Associates
Ohio
$273K +$23.1K +1,000 +9%
CCM
329
Compton Capital Management
Rhode Island
$269K -$32.3K -1,400 -10%
TMC
330
Trellus Management Company
Florida
$267K +$277K +12,000 New
ASN
331
Advisory Services Network
Georgia
$266K +$230K +9,948 +548%
SAM
332
Sequent Asset Management
Texas
$262K -$49.4K -2,140 -15%
PTC
333
Private Trust Company
Ohio
$262K +$273K +11,820 New
JIC
334
Johnson Investment Counsel
Ohio
$259K -$37.9K -1,642 -12%
BKBG
335
BHF Kleinwort Benson Group
Belgium
$258K +$134K +5,800 +100%
SSWM
336
Smith Salley Wealth Management
North Carolina
$257K -$4.21K -182 -2%
GWA
337
Genesis Wealth Advisors
Massachusetts
$256K -$59.9K -2,592 -18%
OCM
338
Orleans Capital Management
Louisiana
$251K +$4.62K +200 +2%
CCT
339
Country Club Trust
Missouri
$246K – – –
IWMPD
340
Integrated Wealth Management (Palm Desert)
California
$241K +$251K +10,862 New
RJT
341
Raymond James Trust
Florida
$240K -$93.8K -4,060 -27%
PA
342
Pinnacle Associates
New York
$239K -$79.7K -3,452 -24%
WA
343
WealthTrust Axiom
Pennsylvania
$239K +$92 +4 +0%
FIG
344
Fusion Investment Group
Pennsylvania
$238K – – –
PIA
345
Peachtree Investment Advisors
Georgia
$233K -$27.4K -1,188 -10%
EA
346
Elm Advisors
California
$229K – – –
CL
347
CIM LLC
New York
$229K +$16.4K +710 +7%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$227K -$18.5K -800 -7%
AIM
349
Acropolis Investment Management
Missouri
$225K -$165K -7,160 -41%
BOK
350
Bank of Kentucky
Kentucky
$223K -$24.3K -1,054 -9%
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