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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
551
First American Trust
California
$253K +$19.7K +672 +9%
EWM
552
Endurance Wealth Management
Rhode Island
$252K +$49.9K +1,700 +25%
MC
553
Mathes Company
New York
$250K -$29.4K -1,000 -11%
CT
554
Coastline Trust
Rhode Island
$250K -$11.5K -390 -4%
KIG
555
Kessler Investment Group
Indiana
$250K -$10.3K -352 -4%
WP
556
WMS Partners
Maryland
$248K +$245K +8,330 New
CWA
557
Clarus Wealth Advisors
Arizona
$246K +$243K +8,264 New
SDWMA
558
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K – – –
AGM
559
Alpine Global Management
New York
$244K +$240K +8,174 New
ACI
560
Alpha Cubed Investments
California
$244K +$240K +8,176 New
WIC
561
Whitegate Investment Counselors
New Hampshire
$242K -$11.7K -400 -5%
RSWM
562
Robertson Stephens Wealth Management
California
$241K -$113K -3,854 -32%
ISL
563
Ingalls & Snyder LLC
New York
$240K – – –
CTA
564
Chesley Taft & Associates
Illinois
$239K – – –
SJIM
565
St. Johns Investment Management
Florida
$239K +$8.05K +274 +4%
LJAC
566
L.J. Altfest & Co
New York
$236K -$9.46K -322 -4%
CAM
567
Cresset Asset Management
Illinois
$234K – – –
FCFC
568
First Commonwealth Financial Corp
Pennsylvania
$233K +$229K +7,812 New
SWA
569
Stratos Wealth Advisors
Ohio
$231K +$2.94K +100 +1%
SFM
570
Signet Financial Management
New Jersey
$231K +$226K +7,704 New
SS
571
Sunbelt Securities
Texas
$229K +$226K +7,696 New
WP
572
WealthSource Partners
California
$228K +$225K +7,656 New
RGNCM
573
R.G. Niederhoffer Capital Management
New York
$227K +$223K +7,600 New
GG
574
Gofen & Glossberg
Illinois
$226K – – –
APP
575
Avantax Planning Partners
Iowa
$223K +$8.93K +304 +4%
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