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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
601
Enterprise Financial Services Corp (EFSC)
Missouri
$185K +$999 +34 +0.5%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$185K +$122K +4,170 +205%
CCMW
603
Cypress Capital Management (Wyoming)
Wyoming
$182K – – –
ATC
604
Adirondack Trust Company
New York
$175K – – –
DWA
605
Dougherty Wealth Advisers
Minnesota
$171K – – –
BG
606
Bollard Group
Massachusetts
$164K +$1.23K +42 +0.8%
LWM
607
Liberty Wealth Management
California
$162K +$6.46K +220 +4%
APW
608
Acima Private Wealth
Virginia
$160K – – –
ACA
609
Atlas Capital Advisors
Wyoming
$159K -$16.4K -560 -10%
GTAM
610
Global Trust Asset Management
Florida
$157K -$95.7K -3,258 -38%
IWA
611
Intercontinental Wealth Advisors
Texas
$152K – – –
NCM
612
Nelson Capital Management
California
$148K +$143K +4,880 +6,100%
VFA
613
Valeo Financial Advisors
Indiana
$136K +$55.5K +1,890 +71%
AIM
614
Axiom Investment Management
New York
$133K – – –
M
615
MOTCO
Texas
$123K – – –
SAS
616
Stelac Advisory Services
New York
$122K -$199K -6,788 -62%
MWP
617
MYCIO Wealth Partners
Pennsylvania
$118K +$117K +3,968 New
AIM
618
Acropolis Investment Management
Missouri
$112K +$110K +3,760 New
POIA
619
Pin Oak Investment Advisors
Texas
$109K -$40.9K -1,394 -28%
LDFR
620
Lehman & Derafelo Financial Resources
Pennsylvania
$109K – – –
FPS
621
Fieldpoint Private Securities
Connecticut
$108K – – –
CB
622
Community Bank
New York
$104K – – –
PCG
623
Private Capital Group
Connecticut
$104K – – –
GI
624
Gradient Investments
Minnesota
$104K +$30.5K +1,040 +42%
DSC
625
Duncker Streett & Co
Missouri
$102K – – –
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