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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Bartlett & Co
Ohio
$55K – – –
MSFP
502
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
WT
503
Whittier Trust
California
$54K – – –
POIA
504
Pin Oak Investment Advisors
Texas
$54K +$56.4K +2,056 New
SFSIG
505
San Francisco Sentry Investment Group
California
$53K – – –
LWM
506
Lenox Wealth Management
Ohio
$53K +$35.6K +1,298 +182%
1IA
507
1834 Investment Advisors
Wisconsin
$49K +$50.6K +1,846 New
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$47K – – –
OC
509
Oakworth Capital
Alabama
$44K – – –
VCM
510
Vigilant Capital Management
Maine
$42K -$18K -656 -29%
JIR
511
James Investment Research
Ohio
$42K +$43.9K +1,600 New
CHP
512
Cable Hill Partners
Oregon
$41K +$16.2K +590 +59%
VIA
513
Vantage Investment Advisors
Pennsylvania
$37K – – –
FRA
514
Front Row Advisors
California
$36K +$37.5K +1,368 New
NCM
515
New Capital Management
Texas
$35K – – –
HCM
516
Highlander Capital Management
New Jersey
$34K -$41.1K -1,500 -53%
IF
517
Ironwood Financial
Arizona
$34K -$3.56K -130 -9%
MFW
518
Mosaic Family Wealth
Missouri
$32K – – –
APSP
519
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K -$15.1K -550 -32%
WTC
520
WhitTier Trust Company
Nevada
$31K – – –
AF
521
Allworth Financial
California
$31K +$6.85K +250 +27%
PGWM
522
Parisi Gray Wealth Management
New Jersey
$31K +$33.1K +1,206 New
AIM
523
Anchor Investment Management
South Carolina
$29.1K +$2.25K +82 +8%
ECM
524
Exchange Capital Management
Michigan
$28K -$2.3K -84 -7%
FCMT
525
Founders Capital Management (Texas)
Texas
$28K – – –
19 20
21
22 23