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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
601
TRUE Private Wealth Advisors
Oregon
$195K +$192K +6,552 New
RIA
602
Realta Investment Advisors
Delaware
$188K +$98.5K +3,352 +113%
CFA
603
Carroll Financial Associates
North Carolina
$186K -$7.87K -268 -4%
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Missouri
$185K +$999 +34 +0.5%
TNBTD
605
Trustmark National Bank Trust Department
Mississippi
$185K +$122K +4,170 +205%
CCMW
606
Cypress Capital Management (Wyoming)
Wyoming
$182K – – –
ATC
607
Adirondack Trust Company
New York
$175K – – –
DWA
608
Dougherty Wealth Advisers
Minnesota
$171K – – –
BG
609
Bollard Group
Massachusetts
$164K +$1.23K +42 +0.8%
LWM
610
Liberty Wealth Management
California
$162K +$6.46K +220 +4%
APW
611
Acima Private Wealth
Virginia
$160K – – –
ACA
612
Atlas Capital Advisors
Wyoming
$159K -$16.4K -560 -10%
GTAM
613
Global Trust Asset Management
Florida
$157K -$95.7K -3,258 -38%
IWA
614
Intercontinental Wealth Advisors
Texas
$152K – – –
NCM
615
Nelson Capital Management
California
$148K +$143K +4,880 +6,100%
VFA
616
Valeo Financial Advisors
Indiana
$136K +$55.5K +1,890 +71%
AIM
617
Axiom Investment Management
New York
$133K – – –
WIM
618
Westside Investment Management
California
$129K +$127K +4,340 New
M
619
MOTCO
Texas
$123K – – –
SAS
620
Stelac Advisory Services
New York
$122K -$199K -6,788 -62%
MWP
621
MYCIO Wealth Partners
Pennsylvania
$118K +$117K +3,968 New
AIM
622
Acropolis Investment Management
Missouri
$112K +$110K +3,760 New
POIA
623
Pin Oak Investment Advisors
Texas
$109K -$40.9K -1,394 -28%
LDFR
624
Lehman & Derafelo Financial Resources
Pennsylvania
$109K – – –
FPS
625
Fieldpoint Private Securities
Connecticut
$108K – – –
23 24
25
26 27