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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
326
Evercore Wealth Management
New York
$185K +$19.7K +898 +11%
FNBT
327
FineMark National Bank & Trust
Florida
$178K +$8.41K +384 +5%
AF
328
Arrow Financial
New York
$175K +$10.1K +462 +6%
TIM
329
Tortoise Investment Management
New York
$169K -$10.9K -500 -6%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$169K – – –
WTB
331
Washington Trust Bank
Washington
$167K +$15.8K +722 +10%
NFG
332
Next Financial Group
Texas
$160K -$252K -11,522 -60%
AIM
333
Acropolis Investment Management
Missouri
$160K -$128K -5,854 -58%
IPC
334
Independent Portfolio Consultants
Florida
$158K +$10.3K +470 +7%
GWA
335
Genesis Wealth Advisors
Massachusetts
$145K -$98.1K -4,482 -39%
SFWA
336
Summit Financial Wealth Advisors
Louisiana
$139K – – –
DADC
337
D.A. Davidson & Co
Montana
$138K -$6.09K -278 -4%
AIM
338
Advantage Investment Management
Iowa
$134K -$15.5K -708 -10%
DSC
339
Duncker Streett & Co
Missouri
$134K +$263 +12 +0.2%
BAM
340
Bruderman Asset Management
New York
$126K +$525 +24 +0.4%
BRWM
341
B. Riley Wealth Management
Tennessee
$105K -$358K -16,340 -76%
HCM
342
Highlander Capital Management
New Jersey
$104K – – –
HCMT
343
Highland Capital Management (Tennessee)
Tennessee
$96K +$102K +4,650 New
BKA
344
Brick & Kyle Associates
Pennsylvania
$93K – – –
LFR
345
Lehman Financial Resources
Pennsylvania
$91K – – –
CA
346
CapWealth Advisors
Tennessee
$85K -$7K -320 -7%
SNT
347
Security National Trust
West Virginia
$85K – – –
TWA
348
TCI Wealth Advisors
Arizona
$83K -$8.76K -400 -9%
TCOV
349
Trust Company of Vermont
Vermont
$76K -$10.9K -500 -12%
FWM
350
Focused Wealth Management
New York
$76K +$88 +4 +0.1%
12 13
14
15 16