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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
226
Falcon Wealth Planning
California
$9.77M -$3.25M -75,756 -27%
CIC
227
Concord Investment Counsel
California
$9.73M +$8.85M +206,086 New
VI
228
Vestcor Inc
New Brunswick, Canada
$9.71M – – –
MIH
229
Meitav Investment House
Israel
$9.69M -$18.9M -440,290 -68%
CIA
230
Capital Investment Advisors
Georgia
$9.67M -$1.97M -45,832 -18%
TCM
231
Thomist Capital Management
Texas
$9.59M -$5.91M -137,600 -40%
SFS
232
Sowell Financial Services
Arkansas
$9.58M -$2.5M -58,232 -22%
CCM
233
Candlestick Capital Management
Connecticut
$9.44M -$43M -1,000,000 -83%
GIA
234
Gladstone Institutional Advisory
Florida
$9.44M -$748K -17,406 -8%
VIA
235
Vickerman Investment Advisors
Washington
$9.42M +$212K +4,940 +3%
LWM
236
Lyell Wealth Management
California
$9.39M -$117K -2,720 -1%
BAAM
237
Baker Avenue Asset Management
California
$9.36M +$268K +6,248 +3%
GHA
238
GW Henssler & Associates
Georgia
$9.35M +$5.76K +134 +0.1%
CIP
239
Capital Insight Partners
Arizona
$9.31M +$323K +7,514 +4%
FA
240
Fiducient Advisors
Illinois
$9.29M – – –
SCM
241
Steele Capital Management
Iowa
$9.28M +$364K +8,466 +4%
RAM
242
Riggs Asset Management
Pennsylvania
$9.27M +$159K +3,692 +2%
DADC
243
D.A. Davidson & Co
Montana
$9.24M -$437K -10,180 -5%
WAS
244
WESPAC Advisors SoCal
California
$9.22M +$766K +17,834 +10%
AG
245
AlTi Global
New York
$9.18M -$887K -20,654 -10%
OAM
246
Oppenheimer Asset Management
New York
$9.13M -$1.49M -34,720 -15%
UF
247
Univest Financial
Pennsylvania
$9.11M +$659K +15,332 +9%
CI
248
Cavalier Investments
Georgia
$9.08M +$464K +10,794 +6%
BMCM
249
Bryn Mawr Capital Management
Pennsylvania
$9.07M -$12.9K -300 -0.2%
EFG
250
Ethos Financial Group
Pennsylvania
$9.04M +$215K +5,006 +3%
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