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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
851
Contravisory Investment Management
Massachusetts
$625K +$85.8K +1,937 +15%
HI
852
Hyundai Investments
South Korea
$625K +$644K +14,550 New
VCP
853
Verus Capital Partners
Arizona
$624K +$266 +6 +0%
HPWM
854
High Point Wealth Management
New Jersey
$624K +$647K +14,613 New
AF
855
Arrow Financial
New York
$622K -$255K -5,752 -28%
WCM
856
Windsor Capital Management
Arizona
$621K -$13.1K -296 -2%
STA
857
Summit Trail Advisors
New York
$619K -$1.01M -22,889 -61%
FIM
858
FWL Investment Management
Texas
$616K +$9.17K +207 +1%
SWA
859
Stratos Wealth Advisors
Ohio
$614K +$261K +5,900 +69%
CWM
860
Chemistry Wealth Management
New York
$607K – – –
VIP
861
Value Investment Professionals
New York
$607K +$629K +14,210 New
ST
862
Sageworth Trust
Pennsylvania
$606K – – –
TWA
863
Talisman Wealth Advisors
New Jersey
$605K +$46.7K +1,055 +8%
MGIA
864
Moneta Group Investment Advisors
Missouri
$605K +$95.4K +2,154 +18%
TA
865
TrueWealth Advisors
Alabama
$601K -$21K -474 -3%
HWA
866
Heritage Wealth Advisors
Virginia
$600K -$366K -8,265 -37%
MAM
867
Markin Asset Management
New York
$600K +$622K +14,055 New
AIP
868
ARS Investment Partners
New York
$600K +$39.4K +889 +7%
VCM
869
Vivaldi Capital Management
Illinois
$598K -$30.8K -696 -5%
OC
870
Oakworth Capital
Alabama
$597K – – –
RAM
871
Readystate Asset Management
Illinois
$596K +$619K +13,967 New
TVM
872
True Vision MN
Minnesota
$594K +$9.79K +221 +2%
AIP
873
Ameritas Investment Partners
Nebraska
$592K +$230K +5,195 +60%
MFIM
874
Mesirow Financial Investment Management
Illinois
$590K -$125K -2,813 -17%
EAM
875
Evanson Asset Management
California
$589K +$620 +14 +0.1%
33 34
35
36 37