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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
551
Bollard Group
Massachusetts
$143K +$1.3K +48 +0.9%
BHWM
552
Bay Harbor Wealth Management
Maryland
$137K +$141K +5,190 New
IWA
553
Intercontinental Wealth Advisors
Texas
$135K +$139K +5,100 New
POIA
554
Pin Oak Investment Advisors
Texas
$132K +$24.4K +898 +22%
MIFH
555
Migdal Insurance & Financial Holdings
Israel
$117K -$26.3M -968,038 -100%
WIM
556
Westside Investment Management
California
$115K +$109K +4,000 +1,176%
LC
557
Lavaca Capital
Texas
$111K +$114K +4,190 New
WVP
558
Worth Venture Partners
New Jersey
$107K +$45.6K +1,678 +70%
CFG
559
Citizens Financial Group
Rhode Island
$106K -$34.2K -1,258 -24%
PCG
560
Private Capital Group
Connecticut
$106K – – –
TAIM
561
TD Ameritrade Investment Management
Nebraska
$100K +$100K +3,686 +3,614%
LDFR
562
Lehman & Derafelo Financial Resources
Pennsylvania
$95K +$97.3K +3,580 New
CB
563
Community Bank
New York
$92K – – –
DSC
564
Duncker Streett & Co
Missouri
$91K – – –
AF
565
Advisornet Financial
Minnesota
$90K -$49.1K -1,808 -35%
RCA
566
Rowland Carmichael Advisors
Arizona
$89K +$91.1K +3,352 New
AIM
567
Advantage Investment Management
Iowa
$84K – – –
TIM
568
Tortoise Investment Management
New York
$84K – – –
AAP
569
Arax Advisory Partners
Colorado
$81K +$707 +26 +0.9%
SWA
570
Sutton Wealth Advisors
Florida
$80.2K – – –
MA
571
MCF Advisors
Kentucky
$79K – – –
FHB
572
First Hawaiian Bank
Hawaii
$77K – – –
APC
573
Aspire Private Capital
North Carolina
$75K +$76.9K +2,828 New
ACA
574
Atlas Capital Advisors
Wyoming
$74K +$34.3K +1,262 +82%
PPFA
575
Provida Pension Fund Administrator
Chile
$74K – – –
21 22
23
24 25