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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
626
Community Bank
New York
$104K – – –
PCG
627
Private Capital Group
Connecticut
$104K – – –
GI
628
Gradient Investments
Minnesota
$104K +$30.5K +1,040 +42%
DSC
629
Duncker Streett & Co
Missouri
$102K – – –
AAP
630
Arax Advisory Partners
Colorado
$93K +$91.6K +3,120 New
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$67.3K -2,290 -43%
SWA
632
Sutton Wealth Advisors
Florida
$90.3K – – –
ZB
633
Zions Bancorporation
Utah
$89K -$124K -4,226 -58%
MA
634
MCF Advisors
Kentucky
$89K – – –
AIM
635
Advantage Investment Management
Iowa
$86K – – –
CAL
636
Capital Analysts LLC
Pennsylvania
$82K +$587 +20 +0.7%
BCA
637
Berman Capital Advisors
Georgia
$80K – – –
TIM
638
Tortoise Investment Management
New York
$79K – – –
WVP
639
Worth Venture Partners
New Jersey
$79K +$18.3K +624 +31%
BC
640
Barnett & Company
Tennessee
$78K – – –
YWP
641
YorkBridge Wealth Partners
New York
$78K – – –
RFWA
642
RPg Family Wealth Advisory
Massachusetts
$75K +$15.2K +516 +26%
TSW
643
Thompson Siegel & Walmsley
Virginia
$75K – – –
AC
644
Avestar Capital
New York
$74K – – –
LWM
645
Lenox Wealth Management
Ohio
$73K – – –
CIM
646
Contravisory Investment Management
Massachusetts
$73K +$39.4K +1,342 +122%
CYG
647
Clean Yield Group
Vermont
$72K – – –
JIR
648
James Investment Research
Ohio
$71K +$46.8K +1,594 +199%
PW
649
Price Wealth
Texas
$69K – – –
S
650
SignatureFD
Georgia
$69K +$49.2K +1,676 +262%
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