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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
351
Laurel Wealth Advisors (North Carolina)
North Carolina
$696K +$714K +26,290 New
FNT
352
First National Trust
Pennsylvania
$690K -$596K -21,940 -46%
IA
353
IndexIQ Advisors
New York
$688K -$971K -35,744 -58%
FHA
354
Flagship Harbor Advisors
Massachusetts
$683K +$52.3K +1,924 +8%
AC
355
Abbrea Capital
California
$674K +$116K +4,260 +20%
PIM
356
Penobscot Investment Management
Massachusetts
$670K -$291K -10,690 -30%
CAM
357
Concorde Asset Management
Michigan
$668K +$456K +16,794 +199%
FWCM
358
Ferguson Wellman Capital Management
Oregon
$665K +$13.6K +500 +2%
CFS
359
CRA Financial Services
New Jersey
$659K +$677K +24,904 New
AWM
360
AE Wealth Management
Kansas
$654K -$411K -15,114 -38%
ODCM
361
Old Dominion Capital Management
Virginia
$654K – – –
TCM
362
Telos Capital Management
California
$654K +$672K +24,732 New
WCM
363
Windsor Capital Management
Arizona
$653K -$35.8K -1,318 -5%
MC
364
Muzinich & Co
New York
$647K +$665K +24,460 New
AIP
365
ARS Investment Partners
New York
$638K +$26.7K +982 +4%
SC
366
Scotia Capital
Ontario, Canada
$624K +$641K +23,592 New
LFAS
367
Level Four Advisory Services
Texas
$623K -$9.84K -362 -2%
PGFC
368
Peapack-Gladstone Financial Corp
New Jersey
$620K -$78.8K -2,900 -11%
SFG
369
SNS Financial Group
Minnesota
$619K +$636K +23,410 New
I2I
370
Insight 2811 Inc
Illinois
$617K -$58K -2,134 -8%
FHA
371
First Horizon Advisors
Tennessee
$599K – – –
ACS
372
Archford Capital Strategies
Illinois
$588K +$103K +3,776 +20%
PI
373
Parkside Investments
Illinois
$582K +$598K +22,000 New
KF
374
Krilogy Financial
Missouri
$564K +$16.3K +600 +3%
WS
375
Wedbush Securities
California
$561K +$89.1K +3,278 +18%
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