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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
376
Adirondack Trust Company
New York
$34K – – –
CCMW
377
Cypress Capital Management (Wyoming)
Wyoming
$33.2K – – –
CHP
378
Cable Hill Partners
Oregon
$33K – – –
NSIM
379
North Star Investment Management
Illinois
$31K – – –
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K +$32.8K +1,500 New
JT
381
Jump Trading
Illinois
$30K +$31.7K +1,446 New
VIA
382
Vantage Investment Advisors
Pennsylvania
$29K – – –
BG
383
Bollard Group
Massachusetts
$27K +$263 +12 +0.9%
NC
384
NewSquare Capital
Pennsylvania
$26K – – –
MSFP
385
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
ASN
386
Advisory Services Network
Georgia
$24K -$232K -10,594 -90%
DBT
387
Dubuque Bank & Trust
Iowa
$23K – – –
IF
388
Ironwood Financial
Arizona
$23K – – –
BC
389
Bartlett & Co
Ohio
$23K +$219 +10 +0.9%
WA
390
Waverly Advisors
Alabama
$22K – – –
RCG
391
Ruggie Capital Group
Florida
$21K – – –
WTC
392
WhitTier Trust Company
Nevada
$21K – – –
GWM
393
Gupta Wealth Management
California
$17K -$11.1K -506 -39%
AII
394
AGF Investments Inc
Ontario, Canada
$17K +$17.7K +808 New
WEC
395
Winslow Evans & Crocker
Massachusetts
$16.5K -$3.33K -152 -16%
HA
396
Harfst & Associates
Wyoming
$14K +$15.2K +694 New
BAM
397
Barrett Asset Management
New York
$12K – – –
PMFA
398
Plante Moran Financial Advisors
Michigan
$12K – – –
BFEC
399
Benjamin F. Edwards & Company
Missouri
$11K – – –
DRS
400
Deane Retirement Strategies
Louisiana
$10K -$16.2M -739,620 -60%
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16
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