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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
501
Intellectus Partners
California
$20K +$20.2K +754 New
GWA
502
Guidant Wealth Advisors
Illinois
$20K +$20.4K +760 New
MCM
503
McKinley Capital Management
Alaska
$19K -$9.88K -368 -34%
LWM
504
Lenox Wealth Management
Ohio
$18K – – –
PRS
505
Pinkerton Retirement Specialists
Idaho
$17K +$161 +6 +1%
CCM
506
Cribstone Capital Management
Maine
$15K – – –
LYV
507
Live Your Vision
Pennsylvania
$15K – – –
BWA
508
BDO Wealth Advisors
Florida
$13K – – –
PA
509
Perennial Advisors
New York
$12K – – –
CAL
510
Capital Analysts LLC
Pennsylvania
$11K – – –
KPCM
511
Kings Point Capital Management
New York
$11K – – –
MCIA
512
Mountain Capital Investment Advisors
Colorado
$11K – – –
RFA
513
Reilly Financial Advisors
California
$11K +$376 +14 +4%
HT
514
Heritage Trust
Oklahoma
$11K +$11.5K +430 New
MWM
515
MinichMacGregor Wealth Management
New York
$10K – – –
WIM
516
Westside Investment Management
California
$9.1K – – –
SFG
517
SevenBridge Financial Group
Pennsylvania
$8K – – –
M
518
MOTCO
Texas
$7K – – –
PMFA
519
Plante Moran Financial Advisors
Michigan
$6K -$46.3K -1,724 -88%
AIP
520
Ameritas Investment Partners
Nebraska
$6K -$1.07K -40 -14%
DPA
521
Delphi Private Advisors
California
$5K – – –
WAS
522
Winch Advisory Services
Wisconsin
$5K +$4.99K +186 New
TAIM
523
TD Ameritrade Investment Management
Nebraska
$4K -$268 -10 -6%
HS
524
Horan Securities
United States
$4K – – –
AIS
525
Accurate Investment Solutions
Pennsylvania
$4K +$4.13K +154 New
19 20
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