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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
526
North Star Investment Management
Illinois
$32K -$8.82K -332 -22%
APSP
527
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K – – –
IF
528
Ironwood Financial
Arizona
$32K – – –
VCM
529
Vigilant Capital Management
Maine
$32K – – –
HCM
530
Hilton Capital Management
New York
$31K -$30.9K -1,162 Closed
RWA
531
River Wealth Advisors
Pennsylvania
$30K +$12.8K +482 +75%
RMAM
532
Raab & Moskowitz Asset Management
New Jersey
$30K +$31K +1,168 New
AIM
533
Anchor Investment Management
South Carolina
$29.1K – – –
BA
534
Ballew Advisors
Mississippi
$29K – – –
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$29K +$23.9K +900 +489%
AA
536
Ancora Advisors
Ohio
$29K +$29.5K +1,112 New
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.1K +$4.41K +166 +18%
BCI
538
Brinker Capital Investments
Pennsylvania
$28K +$266 +10 +0.9%
BWM
539
BerganKDV Wealth Management
Minnesota
$26K – – –
DAM
540
Delta Asset Management
Tennessee
$26K – – –
RCG
541
Ruggie Capital Group
Florida
$26K – – –
GCM
542
Gables Capital Management
Florida
$25K – – –
PA
543
Perennial Advisors
New York
$25K – – –
GWS
544
Glassman Wealth Services
Virginia
$25K +$957 +36 +4%
CCM
545
Cribstone Capital Management
Maine
$24K +$53 +2 +0.2%
FEG
546
Financial Enhancement Group
Indiana
$24K +$24.1K +908 New
KTC
547
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
CWA
548
Clarus Wealth Advisors
Arizona
$23K +$372 +14 +2%
JIR
549
James Investment Research
Ohio
$21K -$37.2K -1,400 -64%
TCOV
550
Trust Company of Vermont
Vermont
$21K -$7.97K -300 -27%
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