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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
Axiom Investment Management
New York
$130K +$124K +4,470 New
PCIA
577
Prime Capital Investment Advisors
Kansas
$125K +$120K +4,312 New
M
578
MOTCO
Texas
$120K +$100K +3,610 +711%
PCG
579
Private Capital Group
Connecticut
$116K – – –
BHWM
580
Bay Harbor Wealth Management
Maryland
$107K -$41.8K -1,502 -29%
FPS
581
Fieldpoint Private Securities
Connecticut
$106K -$118K -4,250 -54%
LDFR
582
Lehman & Derafelo Financial Resources
Pennsylvania
$104K – – –
CB
583
Community Bank
New York
$101K – – –
DSC
584
Duncker Streett & Co
Missouri
$100K – – –
RCA
585
Rowland Carmichael Advisors
Arizona
$98K +$278 +10 +0.3%
GWMIA
586
Global Wealth Management Investment Advisory
Florida
$97K -$233K -8,388 -71%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$34.8K +1,252 +65%
SWA
588
Sutton Wealth Advisors
Florida
$88.1K – – –
MA
589
MCF Advisors
Kentucky
$87K – – –
NSIM
590
North Star Investment Management
Illinois
$87K +$50.2K +1,806 +151%
RIA
591
Realta Investment Advisors
Delaware
$87K +$82.6K +2,972 New
CI
592
CX Institutional
Indiana
$85K +$60.1K +2,160 +278%
CF
593
Centaurus Financial
California
$84.8K +$29.8K +1,070 +12%
AIM
594
Advantage Investment Management
Iowa
$84K -$7.79K -280 -9%
BBNA
595
Bremer Bank National Association
Minnesota
$82K +$77.5K +2,786 New
CAL
596
Capital Analysts LLC
Pennsylvania
$79K +$65.2K +2,344 +586%
BCA
597
Berman Capital Advisors
Georgia
$78K – – –
VFA
598
Valeo Financial Advisors
Indiana
$78K +$36.4K +1,310 +96%
TIM
599
Tortoise Investment Management
New York
$77K -$13.9K -500 -16%
YWP
600
YorkBridge Wealth Partners
New York
$76K – – –
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