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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
401
WealthShield Partners
North Carolina
$478K – – –
MSAM
402
Moloney Securities Asset Management
Missouri
$475K +$135K +4,960 +38%
NCM
403
Narwhal Capital Management
Georgia
$473K +$50.2K +1,846 +12%
RVPG
404
Relative Value Partners Group
$466K – – –
EWA
405
EP Wealth Advisors
California
$466K +$479K +17,626 New
YIA
406
YHB Investment Advisors
Connecticut
$464K +$12.2K +450 +3%
FMTCOCP
407
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$462K -$6.79K -250 -1%
AIS
408
American Investment Services
Massachusetts
$459K -$73.9K -2,720 -14%
MA
409
MUFG Americas
New York
$459K +$1.58K +58 +0.3%
NSG
410
Nalls Sherbakoff Group
Tennessee
$459K +$471K +17,340 New
NPT
411
Nixon Peabody Trust
Massachusetts
$458K -$27.2K -1,000 -5%
OAM
412
Oppenheimer Asset Management
New York
$454K +$101K +3,702 +28%
CA
413
Calton & Associates
Florida
$449K +$118K +4,360 +35%
PAI
414
Pittenger & Anderson Inc
Nebraska
$447K – – –
AIM
415
Aspen Investment Management
Michigan
$447K +$160K +5,872 +53%
EIA
416
Eldridge Investment Advisors
New Hampshire
$446K – – –
CG
417
Colony Group
Massachusetts
$445K +$163 +6 +0%
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$444K +$165K +6,060 +56%
CIAS
419
Capital Investment Advisory Services
North Carolina
$437K -$5.6M -206,004 -93%
BRWA
420
B. Riley Wealth Advisors
Florida
$436K +$114K +4,210 +34%
BBL
421
Beck Bode LLC
Massachusetts
$436K +$447K +16,460 New
WTB
422
Washington Trust Bank
Washington
$430K – – –
APW
423
Acima Private Wealth
Virginia
$424K +$436K +16,036 New
GTAM
424
Global Trust Asset Management
Florida
$420K +$426K +15,676 +7,838%
SFSIG
425
San Francisco Sentry Investment Group
California
$419K +$186K +6,830 +76%
15 16
17
18 19