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State Street Utilities Select Sector SPDR ETF
XLU

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
951
Successful Portfolios
Florida
$339K – – –
WTC
952
WhitTier Trust Company
Nevada
$339K – – –
CFD
953
Creative Financial Designs
Indiana
$338K -$8.37K -210 -2%
CAG
954
Crestwood Advisors Group
Massachusetts
$337K +$8.05K +202 +3%
SMC
955
Smith, Moore & Co
Missouri
$335K +$478 +12 +0.1%
MRP
956
Measured Risk Portfolios
California
$334K +$1.27K +32 +0.4%
NAS
957
Nicolet Advisory Services
Wisconsin
$333K +$309K +7,756 New
KCM
958
Kanawha Capital Management
Virginia
$330K – – –
SFPG
959
Stonebridge Financial Planning Group
Florida
$330K +$9.56K +240 +3%
NCM
960
Novare Capital Management
North Carolina
$330K +$13.1K +330 +4%
SQA
961
Simon Quick Advisors
New Jersey
$330K -$12K -300 -4%
AFG
962
Allegheny Financial Group
Pennsylvania
$329K +$322K +8,070 New
OAM
963
Occidental Asset Management
California
$328K -$18.6K -468 -6%
FLPIM
964
F.L. Putnam Investment Management
Massachusetts
$327K +$109K +2,748 +52%
DCM
965
Discovery Capital Management
Connecticut
$327K +$319K +8,014 New
ICM
966
III Capital Management
Florida
$327K +$319K +8,000 New
DFG
967
Demars Financial Group
Washington
$325K -$3.93M -98,568 -93%
DWS
968
Discipline Wealth Solutions
South Carolina
$324K +$316K +7,940 New
FBFS
969
First Business Financial Services
Wisconsin
$323K +$21.9K +550 +7%
CKAIS
970
Christensen King & Associates Investment Services
Washington
$323K +$10.6K +266 +3%
PWAM
971
Private Wealth Asset Management
Iowa
$322K +$28.7K +720 +10%
IC
972
IEQ Capital
California
$321K -$13.1K -328 -4%
PCA
973
Purkiss Capital Advisors
Connecticut
$318K +$310K +7,790 New
LCG
974
Lakeshore Capital Group
Illinois
$317K +$309K +7,758 New
BOJHT
975
Bank of Jackson Hole Trust
Wyoming
$316K -$5.98K -150 -2%
37 38
39
40 41