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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
676
Affiance Financial
Minnesota
$144K +$141K +4,444 New
CIM
677
Contravisory Investment Management
Massachusetts
$143K +$12.5K +392 +10%
SBSB
678
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K – – –
M
679
MOTCO
Texas
$133K – – –
CHA
680
Carmichael Hill & Associates
Maryland
$133K +$131K +4,130 New
LWM
681
Liberty Wealth Management
California
$131K -$34.4K -1,084 -21%
PCG
682
Private Capital Group
Connecticut
$129K – – –
CAC
683
Cowen and Company
New York
$125K +$123K +3,882 New
AIM
684
Acropolis Investment Management
Missouri
$121K – – –
ZB
685
Zions Bancorporation
Utah
$118K +$1.97K +62 +2%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$118K +$98.7K +3,106 +557%
LDFR
687
Lehman & Derafelo Financial Resources
Pennsylvania
$116K – – –
OAM
688
Oppenheimer Asset Management
New York
$114K -$254K -8,006 -69%
CB
689
Community Bank
New York
$112K – – –
DSC
690
Duncker Streett & Co
Missouri
$111K +$109K +3,430 New
AAMA
691
Advanced Asset Management Advisors
Ohio
$109K +$107K +3,380 New
LWM
692
Lenox Wealth Management
Ohio
$104K -$10.7K -338 -10%
HI
693
Hudock Inc
Pennsylvania
$104K +$48.3K +1,522 +86%
AAP
694
Arax Advisory Partners
Colorado
$102K +$762 +24 +0.8%
TIM
695
Tortoise Investment Management
New York
$102K +$15.9K +500 +19%
CFA
696
Carroll Financial Associates
North Carolina
$101K -$104K -3,274 -51%
TAM
697
Townsend Asset Management
North Carolina
$100K +$97.8K +3,080 New
SWA
698
Sutton Wealth Advisors
Florida
$97.9K – – –
MA
699
MCF Advisors
Kentucky
$97K – – –
POIA
700
Pin Oak Investment Advisors
Texas
$92K -$25.4K -800 -22%
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