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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
801
Ellsworth Advisors
Ohio
$283K +$2.19K +70 +0.8%
MWM
802
Merriman Wealth Management
Washington
$282K +$6.24K +200 +2%
PWP
803
Phillips Wealth Planners
Mississippi
$281K +$51.3K +1,642 +22%
SSA
804
Schonfeld Strategic Advisors
New York
$278K -$1.23M -39,368 -82%
MC
805
Mathes Company
New York
$276K – – –
AG
806
Ascent Group
Virginia
$276K -$19.2K -616 -7%
WCF
807
West Coast Financial
California
$276K – – –
SQA
808
Simon Quick Advisors
New Jersey
$275K -$20.4K -652 -7%
SMC
809
Smith, Moore & Co
Missouri
$274K +$28.4K +910 +12%
HGERS
810
Householder Group Estate & Retirement Specialist
Arizona
$274K -$6.87K -220 -3%
CCG
811
Coastwise Capital Group
California
$274K +$20.5K +656 +9%
IFWM
812
Institute for Wealth Management
Colorado
$274K – – –
BP
813
BBR Partners
New York
$272K +$259K +8,296 New
PCMC
814
Planning Capital Management Corporation
Pennsylvania
$271K +$144K +4,620 +127%
SDWMA
815
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K – – –
GA
816
GFS Advisors
Texas
$269K -$93.6K -3,000 -27%
SAM
817
SignalPoint Asset Management
Missouri
$269K +$19.7K +630 +8%
KLCM
818
KG&L Capital Management
Louisiana
$268K +$9.68K +310 +4%
BCP
819
Berkeley Capital Partners
Georgia
$267K -$440K -14,100 -63%
HFA
820
High Falls Advisors
New York
$267K -$55.7K -1,784 -18%
FUBT
821
First United Bank & Trust
Maryland
$266K -$36.8K -1,180 -13%
LWA
822
Lowe Wealth Advisors
Maryland
$265K -$17.8K -570 -7%
PP
823
Pacifica Partners
Canada
$265K – – –
NCM
824
Novare Capital Management
North Carolina
$265K -$122K -3,910 -33%
CKAIS
825
Christensen King & Associates Investment Services
Washington
$265K +$4.81K +154 +2%
31 32
33
34 35