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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
401
CIM LLC
New York
$220K -$2.29K -90 -1%
RWA
402
Ropes Wealth Advisors
Massachusetts
$220K – – –
BA
403
Bristlecone Advisors
Washington
$219K -$50.8K -2,000 -18%
BWFM
404
Bridgewater Wealth & Financial Management
Maryland
$219K +$15.5K +610 +7%
CWM
405
Cedar Wealth Management
California
$216K – – –
CTA
406
Chesley Taft & Associates
Illinois
$211K – – –
BCM
407
Brookstone Capital Management
Illinois
$207K -$24.1M -948,980 -99%
CWM
408
Cornerstone Wealth Management
Missouri
$205K +$221K +8,698 New
WAM
409
Wealthspire Advisors (Maryland)
Maryland
$200K – – –
EWM
410
Evercore Wealth Management
New York
$197K -$10.2K -400 -5%
CMBA
411
C.M. Bidwell & Associates
Hawaii
$197K +$204K +8,050 New
CFG
412
Citizens Financial Group
Rhode Island
$175K – – –
AF
413
Arrow Financial
New York
$173K +$11.6K +456 +7%
MRCM
414
M&R Capital Management
New Jersey
$166K – – –
DADC
415
D.A. Davidson & Co
Montana
$163K -$443K -17,446 -72%
BAM
416
Barrett Asset Management
New York
$162K – – –
RWM
417
Raffa Wealth Management
District of Columbia
$151K +$156K +6,162 New
AIC
418
Ayalon Insurance Company
Israel
$147K +$102K +4,000 +200%
DSC
419
Duncker Streett & Co
Missouri
$140K -$20.1K -792 -12%
KIG
420
Kessler Investment Group
Indiana
$129K -$95K -3,740 -41%
VFA
421
Virtus Fund Advisers
Connecticut
$127K -$965 -38 -0.7%
BG
422
Bollard Group
Massachusetts
$123K +$93.1K +3,668 +271%
SWA
423
Sutton Wealth Advisors
Florida
$120K – – –
IWMPD
424
Integrated Wealth Management (Palm Desert)
California
$119K +$254 +10 +0.2%
SJIM
425
St. Johns Investment Management
Florida
$118K +$1.27K +50 +1%
15 16
17
18 19