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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
551
Optimum Investment Advisors
Illinois
$257K +$10.8K +368 +4%
CCM
552
Compton Capital Management
Rhode Island
$256K -$11.7K -400 -4%
AIP
553
Ahrens Investment Partners
Louisiana
$255K +$35K +1,190 +16%
FAT
554
First American Trust
California
$253K +$19.7K +672 +9%
EWM
555
Endurance Wealth Management
Rhode Island
$252K +$49.9K +1,700 +25%
MC
556
Mathes Company
New York
$250K -$29.4K -1,000 -11%
CT
557
Coastline Trust
Rhode Island
$250K -$11.5K -390 -4%
KIG
558
Kessler Investment Group
Indiana
$250K -$10.3K -352 -4%
WP
559
WMS Partners
Maryland
$248K +$245K +8,330 New
CWA
560
Clarus Wealth Advisors
Arizona
$246K +$243K +8,264 New
SDWMA
561
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K – – –
AGM
562
Alpine Global Management
New York
$244K +$240K +8,174 New
ACI
563
Alpha Cubed Investments
California
$244K +$240K +8,176 New
WIC
564
Whitegate Investment Counselors
New Hampshire
$242K -$11.7K -400 -5%
RSWM
565
Robertson Stephens Wealth Management
California
$241K -$113K -3,854 -32%
ISL
566
Ingalls & Snyder LLC
New York
$240K – – –
CTA
567
Chesley Taft & Associates
Illinois
$239K – – –
SJIM
568
St. Johns Investment Management
Florida
$239K +$8.05K +274 +4%
LJAC
569
L.J. Altfest & Co
New York
$236K -$9.46K -322 -4%
CAM
570
Cresset Asset Management
Illinois
$234K – – –
FCFC
571
First Commonwealth Financial Corp
Pennsylvania
$233K +$229K +7,812 New
SWA
572
Stratos Wealth Advisors
Ohio
$231K +$2.94K +100 +1%
SFM
573
Signet Financial Management
New Jersey
$231K +$226K +7,704 New
SS
574
Sunbelt Securities
Texas
$229K +$226K +7,696 New
WP
575
WealthSource Partners
California
$228K +$225K +7,656 New
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