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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
826
Patron Partners
Texas
$290K -$10.5K -310 -4%
WTB
827
Washington Trust Bank
Washington
$290K – – –
SDWMA
828
Schneider Downs Wealth Management Advisors
Pennsylvania
$289K -$680 -20 -0.2%
BDF
829
Black Diamond Financial
Maryland
$289K – – –
BTI
830
Blue Trust Inc
Georgia
$288K +$155K +4,554 +108%
AAP
831
Arax Advisory Partners
Colorado
$288K +$748 +22 +0.3%
SCA
832
Snowden Capital Advisors
New York
$287K -$157K -4,630 -36%
TCM
833
Tuttle Capital Management
Connecticut
$287K – – –
SWA
834
Stratos Wealth Advisors
Ohio
$287K -$306K -8,996 -53%
GWM
835
Greenwich Wealth Management
Connecticut
$283K -$322K -9,458 -54%
CTA
836
Chesley Taft & Associates
Illinois
$282K – – –
WRM
837
Weybosset Research & Management
Rhode Island
$282K – – –
UPC
838
Utah Peaks Capital
Utah
$282K +$272K +8,000 New
HWMA
839
Heritage Wealth Management (Arizona)
Arizona
$280K +$195K +5,728 +258%
HIC
840
Holderness Investments Company
North Carolina
$280K – – –
AI
841
Atom Investors
Texas
$279K -$995K -29,262 -79%
LC
842
Lavaca Capital
Texas
$279K +$269K +7,906 New
SL
843
Sentinus LLC
Illinois
$276K +$12.4K +364 +5%
AAMA
844
Advanced Asset Management Advisors
Ohio
$275K +$4.62K +136 +2%
CIC
845
Cutler Investment Counsel
Oregon
$275K – – –
KCM
846
Kanawha Capital Management
Virginia
$274K +$28.7K +844 +12%
BJL
847
Brighton Jones LLC
Washington
$274K -$146K -4,298 -36%
OCM
848
Orleans Capital Management
Louisiana
$273K +$51K +1,500 +24%
TMWM
849
Taylor & Morgan Wealth Management
Michigan
$272K -$376K -11,046 -59%
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$272K +$262K +7,708 New
32 33
34
35 36