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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
901
Ahrens Investment Partners
Louisiana
– -$277K -8,550 Closed
SIM
902
Stratos Investment Management
Ohio
– -$237K -7,316 Closed
SG
903
Somerset Group
Minnesota
– -$218K -6,740 Closed
UB
904
UMB Bank
Missouri
– -$217K -6,700 Closed
FFS
905
Founders Financial Securities
Maryland
– -$214K -6,604 Closed
AL
906
Aspiriant LLC
California
– -$200K -6,204 Closed
CAN
907
Claraphi Advisory Network
United States
– -$161K -4,980 Closed
BEAM
908
Baker Ellis Asset Management
Washington
– -$104K -3,200 Closed
FEM
909
Fulcrum Equity Management
Texas
– -$87K -2,696 Closed
GSWM
910
Golden State Wealth Management
California
– -$58K -1,800 Closed
EW
911
Evoke Wealth
California
– -$48.6K -1,500 Closed
FM
912
Fondren Management
Texas
– -$121K -1,200 Closed
APSP
913
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$38K -1,172 Closed
HCM
914
Hilton Capital Management
New York
– -$38K -1,162 Closed
HR
915
Howe & Rusling
New York
– -$28K -860 Closed
SWP
916
Strategic Wealth Partners
Ohio
– -$11 -350 Closed
SIAP
917
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$8K -232 Closed
NCM
918
Nelson Capital Management
California
– -$6K -200 Closed
HS
919
Horan Securities
United States
– -$5K -160 Closed
PCM
920
Princeton Capital Management
New Jersey
– -$4K -110 Closed
WCM
921
Whitener Capital Management
North Carolina
– -$2K -80 Closed
ETI
922
Enterprise Trust & Investment
California
– -$1K -14 Closed
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