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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Endurance Wealth Management
Rhode Island
$229K – – –
MC
377
Mathes Company
New York
$228K -$191K -8,000 -46%
SSWM
378
Sheets Smith Wealth Management
North Carolina
$228K – – –
LJAC
379
L.J. Altfest & Co
New York
$225K – – –
SRSA
380
S.R. Schill & Associates
Washington
$225K – – –
BPC
381
Banque Pictet & Cie
Switzerland
$223K – – –
AIP
382
ARS Investment Partners
New York
$221K -$1.56M -65,520 -88%
CL
383
CIM LLC
New York
$220K +$1.91K +80 +0.9%
RWA
384
Ropes Wealth Advisors
Massachusetts
$219K – – –
JIC
385
Johnson Investment Counsel
Ohio
$217K -$17.6K -738 -8%
BA
386
Bristlecone Advisors
Washington
$217K – – –
FNBT
387
FineMark National Bank & Trust
Florida
$215K -$35K -1,466 -14%
CWM
388
Cedar Wealth Management
California
$214K – – –
SG
389
Somerset Group
Minnesota
$211K -$11K -462 -5%
MCM
390
MAI Capital Management
Ohio
$211K +$207K +8,688 New
SI
391
SII Investments
Wisconsin
$210K -$512K -21,458 -71%
CTA
392
Chesley Taft & Associates
Illinois
$209K – – –
CIAS
393
Capital Investment Advisory Services
North Carolina
$207K +$203K +8,512 New
BWFM
394
Bridgewater Wealth & Financial Management
Maryland
$206K -$10.5K -438 -5%
BFM
395
Boothbay Fund Management
New York
$206K +$203K +8,500 New
CC
396
Cedar Capital
Illinois
$204K -$272K -11,398 -57%
EWM
397
Evercore Wealth Management
New York
$195K – – –
WAM
398
Wealthspire Advisors (Maryland)
Maryland
$192K -$5.73K -240 -3%
JG
399
Jefferies Group
New York
$186K -$6.75M -282,508 -97%
EA
400
Edge Advisors
Georgia
$179K +$176K +7,390 New
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