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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
576
Spinnaker Trust
Maine
$331K – – –
CWS
577
Cypress Wealth Services
California
$330K +$333K +10,530 New
PPP
578
Private Portfolio Partners
New Jersey
$328K +$43.4K +1,372 +15%
CCM
579
Chilton Capital Management
Texas
$328K -$142K -4,492 -30%
SRSA
580
S.R. Schill & Associates
Washington
$326K – – –
BMCM
581
Bryn Mawr Capital Management
Pennsylvania
$322K – – –
PA
582
Pinnacle Associates
New York
$321K -$2.72K -86 -0.8%
SSG
583
Summit Securities Group
New York
$320K +$323K +10,200 New
GC
584
Garde Capital
Washington
$319K +$322K +10,182 New
HPC
585
HM Payson & Co
Maine
$316K – – –
LWM
586
Laidlaw Wealth Management
New York
$316K +$319K +10,084 New
FI
587
FormulaFolio Investments
Michigan
$315K +$318K +10,050 New
BCM
588
Brookstone Capital Management
Illinois
$310K -$68.9K -2,178 -18%
SFP
589
Sandbox Financial Partners
Maryland
$310K +$313K +9,876 New
WI
590
WBI Investments
New Jersey
$310K +$313K +9,894 New
WEPOG
591
Wealth Enhancement & Preservation of GA
Georgia
$308K -$263K -8,314 -46%
WHRC
592
W.H. Reaves & Co
New Jersey
$308K +$311K +9,822 New
GI
593
Glovista Investments
New Jersey
$307K -$5.21M -164,514 -94%
CCM
594
Campbell Capital Management
Florida
$307K – – –
ICG
595
InterOcean Capital Group
Tennessee
$305K +$308K +9,720 New
WA
596
WESPAC Advisors
California
$302K -$1.59M -50,232 -84%
CFD
597
Creative Financial Designs
Indiana
$300K +$10.6K +334 +4%
EFSCE
598
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$116K -3,652 -28%
PT
599
Plimoth Trust
Massachusetts
$299K -$34.1K -1,078 -10%
GM
600
GeoWealth Management
Illinois
$299K +$303K +9,562 New
22 23
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