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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
351
Visionary Asset Management
Texas
$205K +$205K +9,458 New
KCM
352
Karp Capital Management
California
$203K -$5.1M -235,426 -96%
LJAC
353
L.J. Altfest & Co
New York
$200K – – –
WAM
354
Wealthspire Advisors (Maryland)
Maryland
$194K +$194K +8,950 New
SF
355
Synovus Financial
Georgia
$192K -$12.5M -578,002 -98%
FNBT
356
FineMark National Bank & Trust
Florida
$185K +$67.4K +3,112 +57%
CFG
357
Citizens Financial Group
Rhode Island
$181K +$182K +8,380 New
KIG
358
Kessler Investment Group
Indiana
$180K -$10.3K -476 -5%
TIM
359
Tortoise Investment Management
New York
$177K – – –
EWM
360
Evercore Wealth Management
New York
$173K – – –
CMBA
361
C.M. Bidwell & Associates
Hawaii
$165K +$34.5K +1,590 +26%
DADC
362
D.A. Davidson & Co
Montana
$159K +$12.2K +564 +8%
CF
363
CenterStar Fund
Illinois
$157K – – –
IWMPD
364
Integrated Wealth Management (Palm Desert)
California
$155K -$97.3K -4,488 -39%
DSC
365
Duncker Streett & Co
Missouri
$140K +$303 +14 +0.2%
WT
366
Whittier Trust
California
$136K +$62.9K +2,902 +86%
WA
367
Winfield Associates
Ohio
$134K – – –
CG
368
Cutler Group
California
$133K +$134K +6,174 New
WP
369
WealthPLAN Partners
Nebraska
$130K +$260K +12,004 New
AF
370
Arrow Financial
New York
$130K -$19.1K -880 -13%
AFP
371
Ausdal Financial Partners
Iowa
$122K +$122K +5,634 New
NFG
372
Next Financial Group
Texas
$119K -$33K -1,522 -22%
BAM
373
Bruderman Asset Management
New York
$119K +$563 +26 +0.5%
IPC
374
Independent Portfolio Consultants
Florida
$103K -$62.8K -2,900 -38%
BKA
375
Brick & Kyle Associates
Pennsylvania
$97K – – –
13 14
15
16 17