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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$297K -$33.3K -1,216 -10%
WI
402
WrapManager Inc
California
$297K +$329 +12 +0.1%
GT
403
Greenleaf Trust
Michigan
$297K +$7.68K +280 +3%
VAM
404
Verity Asset Management
North Carolina
$295K +$307K +11,200 New
KWM
405
Kingsview Wealth Management
Oregon
$290K -$73.4K -2,678 -20%
CCM
406
Catawba Capital Management
Virginia
$289K -$4.93K -180 -2%
SWM
407
SeaCrest Wealth Management
New York
$285K +$297K +10,822 New
WT
408
Washington Trust
Rhode Island
$282K – – –
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282K – – –
RWA
410
Ropes Wealth Advisors
Massachusetts
$281K +$45.5K +1,660 +18%
TNB
411
Thomasville National Bank
Georgia
$280K -$2.63K -96 -0.9%
MWM
412
Merriman Wealth Management
Washington
$279K +$290K +10,580 New
PAS
413
Partnervest Advisory Services
California
$273K -$69.3K -2,526 -20%
SA
414
SL Advisors
New Jersey
$269K – – –
EWM
415
Endurance Wealth Management
Rhode Island
$268K -$38.4K -1,400 -12%
WA
416
WealthTrust Axiom
Pennsylvania
$268K – – –
OIA
417
OneDigital Investment Advisors
Kansas
$267K +$236K +8,596 +560%
SRSA
418
S.R. Schill & Associates
Washington
$266K – – –
JIC
419
Johnson Investment Counsel
Ohio
$264K +$23.3K +850 +9%
TFA
420
Transamerica Financial Advisors
Florida
$262K +$1.86K +68 +0.7%
MCM
421
MAI Capital Management
Ohio
$261K +$272K +9,908 New
EWA
422
EP Wealth Advisors
California
$261K +$272K +9,910 New
SP
423
Successful Portfolios
Florida
$260K +$270K +9,854 New
CCM
424
Compton Capital Management
Rhode Island
$258K – – –
EA
425
Elm Advisors
California
$258K – – –
15 16
17
18 19