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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
326
Montecito Bank & Trust
California
$291K -$222K -10,330 -43%
CSIC
327
Clifford Swan Investment Counsel
California
$284K -$43.1K -2,000 -13%
CCM
328
Catawba Capital Management
Virginia
$283K – – –
BHB
329
Bank Hapoalim BM
Israel
$277K +$276K +12,794 New
TSS
330
Two Sigma Securities
New York
$275K +$274K +12,706 New
SMA
331
Simply Money Advisors
Ohio
$273K +$272K +12,632 New
CCM
332
Compton Capital Management
Rhode Island
$253K – – –
OCM
333
Orleans Capital Management
Louisiana
$253K – – –
IWMPD
334
Integrated Wealth Management (Palm Desert)
California
$252K +$258 +12 +0.1%
AW
335
ACG Wealth
Georgia
$250K -$64.3K -2,988 -21%
AIA
336
Arbor Investment Advisors
North Carolina
$246K -$13.5K -626 -5%
SAM
337
Sequent Asset Management
Texas
$246K -$8.61K -400 -3%
PA
338
Pinnacle Associates
New York
$244K +$19.4K +900 +9%
JIC
339
Johnson Investment Counsel
Ohio
$243K -$91.6K -4,252 -27%
SSWM
340
Smith Salley Wealth Management
North Carolina
$233K -$14.4K -668 -6%
EA
341
Elm Advisors
California
$223K – – –
SSWM
342
Sheets Smith Wealth Management
North Carolina
$221K – – –
WA
343
WealthTrust Axiom
Pennsylvania
$220K – – –
S
344
SignatureFD
Georgia
$219K +$207K +9,620 +1,996%
GI
345
Glovista Investments
New Jersey
$217K -$6.76K -314 -3%
FNFDCM
346
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$208K +$207K +9,600 New
AWE
347
Avidian Wealth Enterprises
Texas
$205K +$204K +9,474 New
EWM
348
Endurance Wealth Management
Rhode Island
$202K -$8.61K -400 -4%
LJAC
349
L.J. Altfest & Co
New York
$200K +$199K +9,260 New
EDRH
350
Edmond de Rothschild Holding
Switzerland
$197K -$34.5K -1,600 -15%
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14
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