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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
651
Acima Private Wealth
Virginia
$211K +$36.3K +1,142 +21%
BFA
652
Beacon Financial Advisory
Ohio
$208K +$205K +6,450 New
WA
653
Winfield Associates
Ohio
$207K – – –
EWM
654
Evercore Wealth Management
New York
$203K -$7.62K -240 -4%
UCMOK
655
United Capital Management of KS
Kansas
$202K -$71K -2,234 -26%
ATC
656
Adirondack Trust Company
New York
$202K – – –
BS
657
Boenning & Scattergood
Pennsylvania
$202K +$199K +6,252 New
GIA
658
Granite Investment Advisors
New Hampshire
$201K – – –
DLHL
659
Donald L. Hagan LLC
Florida
$201K +$189K +5,966 New
LSA
660
L & S Advisors
California
$201K +$197K +6,208 New
LNB
661
Ledyard National Bank
$201K +$197K +6,216 New
CCMW
662
Cypress Capital Management (Wyoming)
Wyoming
$200K – – –
BW
663
Bison Wealth
Georgia
$188K +$185K +5,826 New
DWA
664
Dougherty Wealth Advisers
Minnesota
$186K – – –
FIB
665
First Interstate Bank
Montana
$182K -$93.5K -2,944 -34%
BG
666
Bollard Group
Massachusetts
$181K +$1.4K +44 +0.8%
JAWM
667
J. Arnold Wealth Management
Ohio
$181K +$178K +5,606 New
CIAS
668
Capital Investment Advisory Services
North Carolina
$168K -$31.8K -1,000 -16%
ACA
669
Atlas Capital Advisors
Wyoming
$166K -$14.4K -452 -8%
TPWA
670
TRUE Private Wealth Advisors
Oregon
$165K -$36.9K -1,162 -18%
JFGIW
671
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K +$92.6K +2,916 +137%
VFA
672
Valeo Financial Advisors
Indiana
$158K +$64 +2 +0%
AP
673
Americana Partners
Texas
$156K +$154K +4,846 New
JG
674
Jefferies Group
New York
$153K -$1.1M -34,604 -88%
CAM
675
CenterStar Asset Management
Illinois
$150K – – –
25 26
27
28 29