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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
426
Bollard Group
Massachusetts
$131K +$899 +36 +0.7%
KIG
427
Kessler Investment Group
Indiana
$127K -$3.7K -148 -3%
DADC
428
D.A. Davidson & Co
Montana
$126K -$46.8K -1,872 -28%
SWA
429
Sutton Wealth Advisors
Florida
$126K – – –
AIP
430
Almanack Investment Partners
Pennsylvania
$124K +$120K +4,814 New
BKA
431
Brick & Kyle Associates
Pennsylvania
$115K – – –
WAM
432
Wealthspire Advisors (Maryland)
Maryland
$108K -$92.7K -3,710 -47%
CFA
433
Carroll Financial Associates
North Carolina
$107K – – –
CLOS
434
Compagnie Lombard Odier SCmA
Switzerland
$105K +$102K +4,100 New
EDRH
435
Edmond de Rothschild Holding
Switzerland
$104K -$1.43M -57,254 -93%
SNT
436
Security National Trust
West Virginia
$103K – – –
TWA
437
TCI Wealth Advisors
Arizona
$103K – – –
TIM
438
Tortoise Investment Management
New York
$102K – – –
SBL
439
Sargent Bickham Lagudis
Colorado
$96K – – –
AIM
440
Advantage Investment Management
Iowa
$94K +$15K +600 +20%
CFA
441
CT Financial Advisors
Pennsylvania
$89.3K +$300 +12 +0.3%
SIA
442
Spruce Investment Advisors
Connecticut
$88K – – –
TCOV
443
Trust Company of Vermont
Vermont
$85K -$1.25K -50 -1%
PFO
444
Pathstone Family Office
New Jersey
$84K +$82.2K +3,290 New
MA
445
MCF Advisors
Kentucky
$77K – – –
FWM
446
Focused Wealth Management
New York
$76K +$50 +2 +0.1%
PG
447
Patten Group
Tennessee
$74K +$1.75K +70 +2%
HCM
448
Highlander Capital Management
New Jersey
$72K – – –
ECM
449
Exchange Capital Management
Michigan
$71K -$7.09K -284 -9%
RFWA
450
RPg Family Wealth Advisory
Massachusetts
$70.2K +$68.3K +2,736 New
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