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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
651
Lenox Wealth Management
Ohio
$115K +$33.3K +1,078 +44%
CB
652
Community Bank
New York
$112K – – –
RCA
653
Rowland Carmichael Advisors
Arizona
$110K +$104K +3,384 New
WT
654
Whittier Trust
California
$109K +$38.5K +1,248 +59%
BEAM
655
Baker Ellis Asset Management
Washington
$104K +$98.7K +3,200 New
AAP
656
Arax Advisory Partners
Colorado
$102K +$740 +24 +0.8%
SWA
657
Sutton Wealth Advisors
Florida
$98.1K – – –
MA
658
MCF Advisors
Kentucky
$97K – – –
CAL
659
Capital Analysts LLC
Pennsylvania
$95K +$5.31K +172 +6%
AIM
660
Advantage Investment Management
Iowa
$94K +$123 +4 +0.1%
FEM
661
Fulcrum Equity Management
Texas
$87K +$83.2K +2,696 New
BCA
662
Berman Capital Advisors
Georgia
$86K – – –
TIM
663
Tortoise Investment Management
New York
$86K – – –
BRC
664
Bell Rock Capital
Delaware
$85K +$19.1K +620 +31%
GI
665
Gradient Investments
Minnesota
$84K -$28K -906 -26%
BC
666
Barnett & Company
Tennessee
$84K – – –
RFWA
667
RPg Family Wealth Advisory
Massachusetts
$81.4K – – –
TSW
668
Thompson Siegel & Walmsley
Virginia
$81K – – –
FPS
669
Fieldpoint Private Securities
Connecticut
$80K -$35.8K -1,160 -32%
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$80K +$27.2K +882 +55%
NSIM
671
North Star Investment Management
Illinois
$80K +$76.3K +2,474 New
CYG
672
Clean Yield Group
Vermont
$78K – – –
AA
673
Advisory Alpha
Michigan
$77.9K +$74.8K +2,426 New
AA
674
AlphaMark Advisors
Kentucky
$75K – – –
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69K -$28.8K -934 -30%
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