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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
351
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$470K +$44.4K +1,800 +11%
FMWA
352
Forvis Mazars Wealth Advisors
Missouri
$462K -$34.8K -1,410 -7%
MHS
353
M Holdings Securities
Oregon
$443K +$416K +16,898 New
SF
354
Synovus Financial
Georgia
$442K +$182K +7,386 +78%
WI
355
WrapManager Inc
California
$441K -$556K -22,562 -57%
CCM
356
Condor Capital Management
New Jersey
$434K +$17.2K +698 +4%
VA
357
Valmark Advisers
Ohio
$426K – – –
BIM
358
BlackRock Investment Management
Delaware
$423K -$1.27M -51,400 -76%
BOTW
359
Bank of the West
California
$418K -$9.02K -366 -2%
ST
360
Spinnaker Trust
Maine
$417K +$11.2K +454 +3%
AW
361
ACG Wealth
Georgia
$416K -$19.3K -782 -5%
KF
362
Krilogy Financial
Missouri
$416K +$20.1K +814 +5%
WPC
363
White Pine Capital
Minnesota
$407K -$11.1K -450 -3%
DG
364
Davidson & Garrard
Virginia
$407K +$66.1K +2,682 +21%
DIP
365
DT Investment Partners
Pennsylvania
$406K +$24.1K +978 +7%
VFA
366
Voya Financial Advisors
Connecticut
$404K -$62K -2,516 -14%
FUBT
367
First United Bank & Trust
Maryland
$403K -$13.3K -540 -3%
CNC
368
Citizens & Northern Corp
Pennsylvania
$394K -$48K -1,948 -11%
AWA
369
Arete Wealth Advisors
Illinois
$391K -$354K -14,360 -49%
LIC
370
Lodestar Investment Counsel
Illinois
$391K -$49.3K -2,000 -12%
OIA
371
Optimum Investment Advisors
Illinois
$390K +$345 +14 +0.1%
TCM
372
Telos Capital Management
California
$382K -$48.6K -1,970 -12%
BA
373
BKS Advisors
Michigan
$382K – – –
RIA
374
Regal Investment Advisors
Michigan
$374K -$145K -5,876 -29%
LNC
375
Lincoln National Corp
Pennsylvania
$373K -$166K -6,742 -32%
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