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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
551
Cypress Capital Management (Wyoming)
Wyoming
$161K +$107K +3,950 +184%
DWA
552
Dougherty Wealth Advisers
Minnesota
$159K +$156K +5,742 New
ATC
553
Adirondack Trust Company
New York
$155K – – –
PMFA
554
Plante Moran Financial Advisors
Michigan
$149K +$1.2K +44 +0.8%
AC
555
Avestar Capital
New York
$147K – – –
BG
556
Bollard Group
Massachusetts
$143K +$1.3K +48 +0.9%
BHWM
557
Bay Harbor Wealth Management
Maryland
$137K +$141K +5,190 New
IWA
558
Intercontinental Wealth Advisors
Texas
$135K +$139K +5,100 New
POIA
559
Pin Oak Investment Advisors
Texas
$132K +$24.4K +898 +22%
MIFH
560
Migdal Insurance & Financial Holdings
Israel
$117K -$26.3M -968,038 -100%
WIM
561
Westside Investment Management
California
$115K +$109K +4,000 +1,176%
LC
562
Lavaca Capital
Texas
$111K +$114K +4,190 New
WVP
563
Worth Venture Partners
New Jersey
$107K +$45.6K +1,678 +70%
CFG
564
Citizens Financial Group
Rhode Island
$106K -$34.2K -1,258 -24%
PCG
565
Private Capital Group
Connecticut
$106K – – –
TAIM
566
TD Ameritrade Investment Management
Nebraska
$100K +$100K +3,686 +3,614%
LDFR
567
Lehman & Derafelo Financial Resources
Pennsylvania
$95K +$97.3K +3,580 New
CB
568
Community Bank
New York
$92K – – –
DSC
569
Duncker Streett & Co
Missouri
$91K – – –
AF
570
Advisornet Financial
Minnesota
$90K -$49.1K -1,808 -35%
RCA
571
Rowland Carmichael Advisors
Arizona
$89K +$91.1K +3,352 New
AIM
572
Advantage Investment Management
Iowa
$84K – – –
TIM
573
Tortoise Investment Management
New York
$84K – – –
AAP
574
Arax Advisory Partners
Colorado
$81K +$707 +26 +0.9%
SWA
575
Sutton Wealth Advisors
Florida
$80.2K – – –
21 22
23
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