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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
351
Evercore Wealth Management
New York
$174K -$19.3K -898 -10%
IPC
352
Independent Portfolio Consultants
Florida
$165K – – –
NFG
353
Next Financial Group
Texas
$152K -$15K -698 -9%
AA
354
ALPS Advisors
Colorado
$150K -$1.04M -48,446 -7%
AF
355
Arrow Financial
New York
$148K -$34.2K -1,590 -19%
SFWA
356
Summit Financial Wealth Advisors
Louisiana
$146K – – –
DADC
357
D.A. Davidson & Co
Montana
$146K +$2.5K +116 +2%
ASN
358
Advisory Services Network
Georgia
$144K +$118K +5,464 +467%
DSC
359
Duncker Streett & Co
Missouri
$140K +$301 +14 +0.2%
WA
360
Winfield Associates
Ohio
$134K +$94.8K +4,400 +244%
CMBA
361
C.M. Bidwell & Associates
Hawaii
$131K -$45K -2,090 -26%
AIM
362
Advantage Investment Management
Iowa
$119K -$21.1K -980 -15%
BAM
363
Bruderman Asset Management
New York
$119K -$12.4K -574 -9%
FNBT
364
FineMark National Bank & Trust
Florida
$117K -$67.7K -3,146 -37%
HCMT
365
Highland Capital Management (Tennessee)
Tennessee
$101K – – –
RIA
366
Regal Investment Advisors
Michigan
$99K +$24.9K +1,158 +34%
BKA
367
Brick & Kyle Associates
Pennsylvania
$97K – – –
LFR
368
Lehman Financial Resources
Pennsylvania
$95K – – –
PG
369
Patten Group
Tennessee
$90.3K +$39.6K +1,838 +79%
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$90K +$25.8K +1,200 +41%
CA
371
CapWealth Advisors
Tennessee
$89K – – –
GI
372
Gradient Investments
Minnesota
$88K +$32.3K +1,500 +58%
SNT
373
Security National Trust
West Virginia
$87K -$2.24K -104 -3%
TWA
374
TCI Wealth Advisors
Arizona
$87K – – –
ACM
375
Argentus Capital Management
Texas
$86K +$85.2K +3,958 New
13 14
15
16 17