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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
476
Oakworth Capital
Alabama
$40K – – –
GEA
477
Glen Eagle Advisors
New Jersey
$39.5K +$27.2K +1,080 +245%
BFEC
478
Benjamin F. Edwards & Company
Missouri
$39K – – –
VIA
479
Vantage Investment Advisors
Pennsylvania
$39K – – –
FWM
480
Focused Wealth Management
New York
$36K -$10K -398 -22%
JCM
481
Jacobi Capital Management
Pennsylvania
$36K +$2.42K +96 +8%
HCM
482
Highlander Capital Management
New Jersey
$34K – – –
NCM
483
New Capital Management
Texas
$34K – – –
PW
484
Price Wealth
Texas
$34K – – –
IF
485
Ironwood Financial
Arizona
$32K – – –
VCM
486
Vigilant Capital Management
Maine
$32K – – –
MFW
487
Mosaic Family Wealth
Missouri
$31K – – –
APSP
488
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
HCM
489
Hilton Capital Management
New York
$30K +$29.2K +1,162 New
TCOV
490
Trust Company of Vermont
Vermont
$29K -$40.2K -1,600 -59%
AIM
491
Anchor Investment Management
South Carolina
$28.7K – – –
BCI
492
Brinker Capital Investments
Pennsylvania
$28K -$2.31K -92 -8%
BA
493
Ballew Advisors
Mississippi
$28K – – –
DAM
494
Delta Asset Management
Tennessee
$26K – – –
RCG
495
Ruggie Capital Group
Florida
$26K – – –
BWM
496
BerganKDV Wealth Management
Minnesota
$26K +$25.2K +1,000 New
GCM
497
Gables Capital Management
Florida
$25K +$23.8K +948 New
HR
498
Howe & Rusling
New York
$25K +$23.9K +950 New
ECM
499
Exchange Capital Management
Michigan
$24K – – –
GWS
500
Glassman Wealth Services
Virginia
$24K – – –
18 19
20
21 22