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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
351
Colony Group
Massachusetts
$353K +$24.4K +930 +7%
FUBT
352
First United Bank & Trust
Maryland
$351K -$12.9K -490 -4%
DIP
353
DT Investment Partners
Pennsylvania
$351K – – –
DG
354
Davidson & Garrard
Virginia
$345K +$5.25K +200 +2%
BCM
355
Bluefin Capital Management
New York
$343K -$39.9K -1,520 -10%
S
356
SignatureFD
Georgia
$338K +$341K +13,002 New
CL
357
Choreo LLC
Illinois
$332K +$35.5K +1,354 +12%
PA
358
Pinnacle Associates
New York
$329K – – –
BBA
359
BLB&B Advisors
Pennsylvania
$328K – – –
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$325K +$218K +8,306 +198%
AIA
361
Allegis Investment Advisors
Idaho
$325K +$329K +12,514 New
YIA
362
YHB Investment Advisors
Connecticut
$324K – – –
VC
363
Vicus Capital
Pennsylvania
$323K +$53 +2 +0%
BFEC
364
Benjamin F. Edwards & Company
Missouri
$323K +$274K +10,440 +526%
ST
365
Smithfield Trust
Pennsylvania
$317K -$51.7K -1,970 -14%
AAM
366
American Asset Management
Florida
$316K -$7.46K -284 -2%
CIAS
367
Capital Investment Advisory Services
North Carolina
$315K +$2.63K +100 +0.8%
CSIC
368
Clifford Swan Investment Counsel
California
$312K -$28.9K -1,100 -8%
FNBT
369
FineMark National Bank & Trust
Florida
$308K +$81.1K +3,090 +35%
KWM
370
Kingsview Wealth Management
Oregon
$301K +$10.3K +392 +4%
CCM
371
Catawba Capital Management
Virginia
$296K -$1.31K -50 -0.4%
EWM
372
Endurance Wealth Management
Rhode Island
$294K +$20.3K +774 +7%
CPIG
373
Chicago Partners Investment Group
Illinois
$291K – – –
RCAG
374
Rehmann Capital Advisory Group
Michigan
$289K -$5.25K -200 -2%
RT
375
Rockland Trust
Massachusetts
$286K -$11.3K -430 -4%
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