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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
451
St. Johns Investment Management
Florida
$104K +$14.1K +610 +17%
AIM
452
Acropolis Investment Management
Missouri
$104K +$97K +4,200 New
CA
453
CapWealth Advisors
Tennessee
$102K – – –
SNT
454
Security National Trust
West Virginia
$99K – – –
TWA
455
TCI Wealth Advisors
Arizona
$99K – – –
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$93K – – –
GI
457
Gradient Investments
Minnesota
$92K +$416 +18 +0.5%
AC
458
Alexandria Capital
Virginia
$90K +$369 +16 +0.4%
FWM
459
Focused Wealth Management
New York
$88K -$646 -28 -0.8%
CFA
460
CT Financial Advisors
Pennsylvania
$85.1K +$277 +12 +0.4%
PG
461
Patten Group
Tennessee
$85K -$2.31K -100 -3%
WT
462
Whittier Trust
California
$84K -$67K -2,902 -46%
TCOV
463
Trust Company of Vermont
Vermont
$83K – – –
AIM
464
Advantage Investment Management
Iowa
$72K +$9.23K +400 +16%
HCM
465
Highlander Capital Management
New Jersey
$70K – – –
AF
466
Allworth Financial
California
$64K – – –
CB
467
Community Bank
New York
$63K – – –
CYG
468
Clean Yield Group
Vermont
$58K +$55.4K +2,400 New
LWM
469
LBA Wealth Management
Florida
$52K -$36.5K -1,580 -43%
MSFP
470
Mark Sheptoff Financial Planning
Connecticut
$51K – – –
AIC
471
Ayalon Insurance Company
Israel
$50K – – –
FIB
472
First Interstate Bank
Montana
$50K – – –
PFG
473
Piershale Financial Group
Illinois
$47K +$31.7K +1,372 +261%
APSP
474
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K – – –
S
475
SignatureFD
Georgia
$42K +$27.7K +1,200 +249%
17 18
19
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