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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
601
IRON Financial
Illinois
$239K +$288 +10 +0.1%
MC
602
Mathes Company
New York
$237K – – –
CAM
603
Cresset Asset Management
Illinois
$236K +$242K +8,376 New
PSF
604
Pacific Sun Financial
California
$235K – – –
CT
605
Coastline Trust
Rhode Island
$233K -$1.73K -60 -0.7%
SDWMA
606
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K – – –
GLLW
607
Graves Light Lenhart Wealth
Virginia
$229K +$577 +20 +0.2%
CTA
608
Chesley Taft & Associates
Illinois
$226K – – –
PCA
609
Personal Capital Advisors
California
$225K +$104K +3,600 +82%
Northwestern Mutual Wealth Management
610
Northwestern Mutual Wealth Management
Wisconsin
$224K -$983K -34,092 -81%
CC
611
Chanos & Company
New York
$219K – – –
NB
612
Northwest Bancshares
Pennsylvania
$219K +$223K +7,750 New
VCM
613
Vivaldi Capital Management
Illinois
$218K +$206K +7,160 New
JIR
614
James Investment Research
Ohio
$215K -$57.2K -1,984 -21%
BP
615
Ballentine Partners
Massachusetts
$215K – – –
JGUA
616
John G. Ullman & Associates
New York
$214K – – –
MCM
617
MAI Capital Management
Ohio
$213K +$217K +7,538 New
SSWM
618
Sheets Smith Wealth Management
North Carolina
$209K – – –
ISL
619
Ingalls & Snyder LLC
New York
$208K -$18.2K -632 -8%
CGA
620
Crescent Grove Advisors
Illinois
$208K – – –
QCIG
621
Quad-Cities Investment Group
Iowa
$208K +$213K +7,374 New
SJIM
622
St. Johns Investment Management
Florida
$206K -$14.7K -510 -7%
ECM
623
Evergreen Capital Management
Washington
$202K +$207K +7,166 New
EWA
624
EP Wealth Advisors
California
$201K -$87.4K -3,030 -30%
SGK
625
Steigerwald Gordon & Koch
Virginia
$201K +$205K +7,124 New
23 24
25
26 27