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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
526
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K – – –
ISL
527
Ingalls & Snyder LLC
New York
$234K -$111 -4 -0%
CTA
528
Chesley Taft & Associates
Illinois
$233K – – –
PTC
529
Private Trust Company
Ohio
$233K +$223K +8,036 New
PI
530
Parkside Investments
Illinois
$232K -$389K -14,000 -64%
PB
531
Pinnacle Bancorp
Nebraska
$231K – – –
ATC
532
Argent Trust Co
Tennessee
$229K -$28.4K -1,020 -11%
CAM
533
Cresset Asset Management
Illinois
$228K -$1.11K -40 -0.5%
FAT
534
First American Trust
California
$228K – – –
SBH
535
Segall Bryant & Hamill
Illinois
$228K +$220K +7,912 New
QCIG
536
Quad-Cities Investment Group
Iowa
$225K -$8.79K -316 -4%
SGK
537
Steigerwald Gordon & Koch
Virginia
$225K – – –
SJIM
538
St. Johns Investment Management
Florida
$225K +$4.34K +156 +2%
CIAS
539
Capital Investment Advisory Services
North Carolina
$224K -$245K -8,818 -53%
SWA
540
Stratos Wealth Advisors
Ohio
$222K -$11.6K -416 -5%
GG
541
Gofen & Glossberg
Illinois
$220K +$210K +7,566 New
BP
542
Ballentine Partners
Massachusetts
$219K -$124K -4,472 -37%
CG
543
Caprock Group
Idaho
$219K -$24.5K -882 -10%
CW
544
CreativeOne Wealth
Kansas
$215K +$206K +7,396 New
SSWM
545
Sheets Smith Wealth Management
North Carolina
$215K +$206K +7,400 New
AIP
546
Ahrens Investment Partners
Louisiana
$214K +$205K +7,360 New
RIM
547
Rampart Investment Management
Connecticut
$211K -$7.79K -280 -4%
ZB
548
Zions Bancorporation
Utah
$210K -$13.6K -488 -6%
B
549
Bailard
California
$208K +$199K +7,162 New
PMFA
550
Plante Moran Financial Advisors
Michigan
$207K +$41.3K +1,486 +26%
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