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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
451
Oppenheimer Asset Management
New York
$361K -$132K -4,756 -28%
JIC
452
Johnson Investment Counsel
Ohio
$361K +$39.9K +1,434 +13%
WPC
453
White Pine Capital
Minnesota
$358K – – –
GIA
454
Gladstone Institutional Advisory
Florida
$356K -$11.1K -398 -3%
BCA
455
Bay Colony Advisors
Massachusetts
$355K – – –
WA
456
WealthTrust Axiom
Pennsylvania
$354K – – –
BBA
457
BLB&B Advisors
Pennsylvania
$350K – – –
BA
458
BKS Advisors
Michigan
$348K – – –
RSWM
459
Robertson Stephens Wealth Management
California
$347K -$37.3K -1,340 -10%
CBFP
460
Cedar Brook Financial Partners
Ohio
$347K +$3.28K +118 +1%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$345K +$330K +11,876 New
CPIG
462
Chicago Partners Investment Group
Illinois
$344K – – –
CSIC
463
Clifford Swan Investment Counsel
California
$343K – – –
UFF
464
USA Financial Formulas
Michigan
$342K -$51.2K -1,840 -14%
CA
465
Claro Advisors
Massachusetts
$342K +$47K +1,692 +17%
C
466
Cerebellum
California
$340K +$52.1K +1,872 +19%
CL
467
CIM LLC
New York
$338K +$31.4K +1,130 +11%
MMG
468
Monetary Management Group
Missouri
$337K – – –
BCM
469
BlueCrest Capital Management
Jersey
$336K -$98.5K -3,544 -23%
SWRP
470
Summit Wealth & Retirement Planning
California
$335K – – –
GI
471
GAMCO Investors
Connecticut
$334K +$319K +11,490 New
BWP
472
Bernardo Wealth Planning
Pennsylvania
$330K +$83.8K +3,014 +36%
PG
473
Patten Group
Tennessee
$329K -$7.79K -280 -2%
SF
474
Synovus Financial
Georgia
$323K -$121K -4,350 -28%
AP
475
Advisors Preferred
Maryland
$323K +$74.1K +2,664 +32%
17 18
19
20 21