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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
801
Fulcrum Equity Management
Texas
$283K +$292K +8,066 New
T
802
TCWP
Ohio
$281K -$3.19K -88 -1%
CTA
803
Chesley Taft & Associates
Illinois
$281K – – –
CT
804
Coastline Trust
Rhode Island
$281K +$2.9K +80 +1%
MCWS
805
McKinley Carter Wealth Services
West Virginia
$281K +$291K +8,028 New
HIC
806
Holderness Investments Company
North Carolina
$278K – – –
UB
807
UMB Bank
Missouri
$276K – – –
OSNBOA
808
Old Second National Bank of Aurora
Illinois
$276K +$11.2K +308 +4%
NFG
809
Nations Financial Group
Iowa
$276K +$36.5K +1,008 +15%
WA
810
Wambolt & Associates
Colorado
$275K -$72 -2 -0%
FLPIM
811
F.L. Putnam Investment Management
Massachusetts
$275K +$284K +7,836 New
AIP
812
ARS Investment Partners
New York
$274K -$1.43M -39,582 -84%
SW
813
Simplicity Wealth
New Jersey
$274K -$280K -7,748 -50%
CIC
814
Cutler Investment Counsel
Oregon
$274K – – –
CWM
815
ClientFirst Wealth Management
Arkansas
$273K – – –
GFS
816
GYL Financial Synergies
Connecticut
$272K +$281K +7,754 New
MA
817
MUFG Americas
New York
$271K +$5.21K +144 +2%
MCM
818
Maple Capital Management
Vermont
$271K +$7.17K +198 +3%
SSCA
819
South Shore Capital Advisors
Massachusetts
$270K +$26.1K +720 +10%
PIMG
820
Patriot Investment Management Group
Tennessee
$270K +$280K +7,726 New
AAMA
821
Advanced Asset Management Advisors
Ohio
$269K -$27.2K -750 -9%
SAM
822
Sawgrass Asset Management
Florida
$269K +$278K +7,674 New
TCM
823
Triumph Capital Management
Colorado
$268K -$1.07M -29,468 -79%
IA
824
Insight Advisors
Pennsylvania
$268K +$260K +7,192 New
RC
825
Rovin Capital
Arizona
$267K +$276K +7,624 New
31 32
33
34 35