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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
351
Bingham Osborn & Scarborough
California
$995K – – –
SIC
352
Samalin Investment Counsel
New York
$981K +$10.1K +310 +1%
JAG
353
Journey Advisory Group
Kentucky
$980K -$4.84K -148 -0.5%
GEM
354
Global Endowment Management
North Carolina
$980K – – –
WIC
355
Whitegate Investment Counselors
New Hampshire
$980K +$77.9K +2,380 +8%
AMC
356
Asset Management Corp
Illinois
$978K -$52K -1,588 -5%
VWM
357
Venturi Wealth Management
Texas
$973K -$214K -6,552 -18%
HTC
358
Haverford Trust Company
Pennsylvania
$973K – – –
SCM
359
Southport Capital Management
Tennessee
$970K +$57.5K +1,756 +6%
MIC
360
Meridian Investment Counsel
California
$963K -$45.8K -1,400 -4%
E
361
Ergoteles
New York
$960K -$6.62M -202,234 -87%
SCA
362
Stillwater Capital Advisors
Pennsylvania
$956K +$24.4K +746 +3%
SCA
363
Sage Capital Advisors
South Dakota
$943K -$150K -4,592 -14%
MC
364
Moors & Cabot
Massachusetts
$939K +$8.77K +268 +0.9%
TI
365
Trexquant Investment
Connecticut
$937K +$970K +29,632 New
OR
366
Olympiad Research
Connecticut
$934K -$104K -3,180 -10%
CCM
367
Compton Capital Management
Rhode Island
$911K -$39.3K -1,200 -4%
FPGK
368
Financial Partners Group (Kansas)
Kansas
$910K +$942K +28,768 New
RIA
369
Regal Investment Advisors
Michigan
$900K +$932K +28,476 New
SB
370
Sunflower Bank
Texas
$898K -$57.5K -1,758 -6%
CAC
371
Certified Advisory Corp
Florida
$893K -$33.7K -1,030 -4%
TCM
372
Telos Capital Management
California
$892K +$45.8K +1,400 +5%
W
373
WealthOne
New York
$892K +$378K +11,538 +69%
KIG
374
Kessler Investment Group
Indiana
$888K +$354K +10,810 +63%
CC
375
Constitution Capital
Connecticut
$885K -$92.5K -2,826 -9%
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