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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LFPWM
326
Leicht Financial Planning & Wealth Management
New Jersey
$3.59M +$331K +12,730 +10%
JWCA
327
J.W. Cole Advisors
Florida
$3.58M +$1.01M +39,026 +42%
NSAM
328
North Star Asset Management
Wisconsin
$3.56M -$23.1K -888 -0.7%
IMOV
329
Investment Management of Virginia
Virginia
$3.48M -$13K -500 -0.4%
CF
330
Clarity Financial
Texas
$3.46M -$3.32M -127,694 -50%
VA
331
Valmark Advisers
Ohio
$3.46M +$196K +7,532 +6%
IA
332
IndexIQ Advisors
New York
$3.46M +$2.45M +94,244 +274%
SC
333
Scotia Capital
Ontario, Canada
$3.46M +$258K +9,936 +8%
TCBWMS
334
Texas Capital Bank Wealth Management Services
Texas
$3.43M +$1.5M +57,852 +83%
AA
335
AlphaMark Advisors
Kentucky
$3.38M -$652K -25,086 -17%
CAL
336
Capital Advisors Ltd
Ohio
$3.38M -$10.3K -396 -0.3%
BRWA
337
B. Riley Wealth Advisors
Florida
$3.32M +$168K +6,468 +6%
MAP
338
Milestone Advisory Partners
North Carolina
$3.32M +$3.2M +123,146 New
IUHSA
339
Itau Unibanco Holding S.A.
Brazil
$3.31M -$4.01M -154,314 -56%
VAS
340
Valicenti Advisory Services
New York
$3.31M +$105K +4,040 +3%
PWPS
341
Pinnacle Wealth Planning Services
Ohio
$3.3M – – –
CF
342
Centaurus Financial
California
$3.29M +$463K +17,822 +17%
HGWM
343
Horst & Graben Wealth Management
Oregon
$3.28M +$772K +29,694 +32%
WWM
344
Windsor Wealth Management
Indiana
$3.24M +$181K +6,978 +6%
LWA
345
Lowe Wealth Advisors
Maryland
$3.22M +$669K +25,728 +27%
CW
346
CreativeOne Wealth
Kansas
$3.21M +$1.31M +50,388 +73%
BFIC
347
Bedell Frazier Investment Counselling
California
$3.2M +$207K +7,970 +7%
CG
348
Cutler Group
California
$3.16M -$12.8M -492,176 -81%
PPWP
349
Proquility Private Wealth Partners
Nevada
$3.16M +$2.24M +86,010 +275%
SCP
350
Silverleafe Capital Partners
Tennessee
$3.16M +$633K +24,348 +26%
12 13
14
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