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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
5L
526
55I LLC
Massachusetts
$244K +$233K +8,374 New
BCP
527
Berkeley Capital Partners
Georgia
$243K -$133K -4,794 -37%
OIA
528
Optimum Investment Advisors
Illinois
$240K +$445 +16 +0.2%
LJAC
529
L.J. Altfest & Co
New York
$239K -$80.6K -2,900 -26%
SDWMA
530
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K – – –
ISL
531
Ingalls & Snyder LLC
New York
$234K -$111 -4 -0%
CTA
532
Chesley Taft & Associates
Illinois
$233K – – –
PTC
533
Private Trust Company
Ohio
$233K +$223K +8,036 New
PI
534
Parkside Investments
Illinois
$232K -$389K -14,000 -64%
PB
535
Pinnacle Bancorp
Nebraska
$231K – – –
ATC
536
Argent Trust Co
Tennessee
$229K -$28.4K -1,020 -11%
CAM
537
Cresset Asset Management
Illinois
$228K -$1.11K -40 -0.5%
FAT
538
First American Trust
California
$228K – – –
SBH
539
Segall Bryant & Hamill
Illinois
$228K +$220K +7,912 New
QCIG
540
Quad-Cities Investment Group
Iowa
$225K -$8.79K -316 -4%
SGK
541
Steigerwald Gordon & Koch
Virginia
$225K – – –
SJIM
542
St. Johns Investment Management
Florida
$225K +$4.34K +156 +2%
CIAS
543
Capital Investment Advisory Services
North Carolina
$224K -$245K -8,818 -53%
SWA
544
Stratos Wealth Advisors
Ohio
$222K -$11.6K -416 -5%
GG
545
Gofen & Glossberg
Illinois
$220K +$210K +7,566 New
BP
546
Ballentine Partners
Massachusetts
$219K -$124K -4,472 -37%
CG
547
Caprock Group
Idaho
$219K -$24.5K -882 -10%
JPLA
548
Joseph P. Lucia & Associates
New York
$218K +$210K +7,546 New
CW
549
CreativeOne Wealth
Kansas
$215K +$206K +7,396 New
SSWM
550
Sheets Smith Wealth Management
North Carolina
$215K +$206K +7,400 New
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