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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
576
Sheets Smith Wealth Management
North Carolina
$221K – – –
CIAS
577
Capital Investment Advisory Services
North Carolina
$219K -$12.5K -424 -6%
WCG
578
Weaver Consulting Group
California
$219K +$24.2K +824 +13%
FFS
579
Founders Financial Securities
Maryland
$219K +$215K +7,334 New
WI
580
WrapManager Inc
California
$218K -$176K -5,982 -45%
QCIG
581
Quad-Cities Investment Group
Iowa
$218K -$11.6K -396 -5%
BPWA
582
Beacon Pointe Wealth Advisors
California
$218K +$214K +7,294 New
PPP
583
Private Portfolio Partners
New Jersey
$217K +$214K +7,276 New
PB
584
Pinnacle Bancorp
Nebraska
$214K -$22K -750 -9%
SBH
585
Segall Bryant & Hamill
Illinois
$214K -$20.9K -712 -9%
ECM
586
Evergreen Capital Management
Washington
$214K +$210K +7,166 New
SGK
587
Steigerwald Gordon & Koch
Virginia
$212K -$17.6K -600 -8%
B
588
Bailard
California
$212K -$1.88K -64 -0.9%
PMFA
589
Plante Moran Financial Advisors
Michigan
$212K – – –
RIM
590
Rampart Investment Management
Connecticut
$209K -$7.22K -246 -3%
BA
591
Bristlecone Advisors
Washington
$209K +$206K +7,000 New
UCMOK
592
United Capital Management of KS
Kansas
$206K -$1.53K -52 -0.7%
HW
593
Hancock Whitney
Mississippi
$206K +$203K +6,900 New
AIC
594
Ameritas Investment Company
Nebraska
$203K -$164K -5,598 -45%
AL
595
Aspiriant LLC
California
$203K +$200K +6,800 New
ECG
596
Edge Capital Group
Georgia
$203K +$200K +6,800 New
SG
597
Somerset Group
Minnesota
$201K +$198K +6,728 New
TPWA
598
TRUE Private Wealth Advisors
Oregon
$195K +$192K +6,552 New
RIA
599
Realta Investment Advisors
Delaware
$188K +$98.5K +3,352 +113%
CFA
600
Carroll Financial Associates
North Carolina
$186K -$7.87K -268 -4%
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