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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
501
YorkBridge Wealth Partners
New York
$64K – – –
HDIM
502
Hanson & Doremus Investment Management
Vermont
$59K – – –
EWM
503
Evercore Wealth Management
New York
$59K +$5.48K +200 +10%
BC
504
Bartlett & Co
Ohio
$55K – – –
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$54K – – –
WT
506
Whittier Trust
California
$54K – – –
POIA
507
Pin Oak Investment Advisors
Texas
$54K +$56.4K +2,056 New
SFSIG
508
San Francisco Sentry Investment Group
California
$53K – – –
LWM
509
Lenox Wealth Management
Ohio
$53K +$35.6K +1,298 +182%
1IA
510
1834 Investment Advisors
Wisconsin
$49K +$50.6K +1,846 New
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$47K – – –
OC
512
Oakworth Capital
Alabama
$44K – – –
VCM
513
Vigilant Capital Management
Maine
$42K -$18K -656 -29%
JIR
514
James Investment Research
Ohio
$42K +$43.9K +1,600 New
CHP
515
Cable Hill Partners
Oregon
$41K +$16.2K +590 +59%
VIA
516
Vantage Investment Advisors
Pennsylvania
$37K – – –
FRA
517
Front Row Advisors
California
$36K +$37.5K +1,368 New
NCM
518
New Capital Management
Texas
$35K – – –
HCM
519
Highlander Capital Management
New Jersey
$34K -$41.1K -1,500 -53%
IF
520
Ironwood Financial
Arizona
$34K -$3.56K -130 -9%
MFW
521
Mosaic Family Wealth
Missouri
$32K – – –
APSP
522
Asset Planning Services (Pennsylvania)
Pennsylvania
$31K -$15.1K -550 -32%
WTC
523
WhitTier Trust Company
Nevada
$31K – – –
AF
524
Allworth Financial
California
$31K +$6.85K +250 +27%
PGWM
525
Parisi Gray Wealth Management
New Jersey
$31K +$33.1K +1,206 New
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