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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
YP
501
Yellowstone Partners
Idaho
$304K -$89.8K -2,622 -23%
WT
502
Whittier Trust
California
$302K -$71.8K -2,096 -20%
WSTAM
503
Wilbanks Smith & Thomas Asset Management
Virginia
$302K +$31.9K +930 +12%
AP
504
Appleton Partners
Massachusetts
$300K +$291K +8,490 New
CASB
505
Cape Ann Savings Bank
Massachusetts
$297K +$4.93K +144 +2%
CAIMH
506
Central Asset Investments & Management Holdings
Hong Kong
$297K +$288K +8,400 New
WPW
507
Waldron Private Wealth
Pennsylvania
$296K +$4.39K +128 +1%
WPP
508
Whalerock Point Partners
Rhode Island
$296K +$287K +8,388 New
B
509
Bailard
California
$292K +$283K +8,260 New
NA
510
NewEdge Advisors
Louisiana
$291K -$74.3K -2,168 -21%
SFG
511
SNS Financial Group
Minnesota
$290K – – –
SFM
512
Soros Fund Management
New York
$290K +$281K +8,200 New
BCA
513
Benchmark Capital Advisors
New York
$289K – – –
PWMAG
514
Pinnacle Wealth Management Advisory Group
New Jersey
$287K -$2.4K -70 -0.9%
CCMD
515
Cypress Capital Management (Delaware)
Delaware
$285K -$685 -20 -0.2%
VFA
516
Virtus Fund Advisers
Connecticut
$284K -$1.92K -56 -0.7%
CTA
517
Chesley Taft & Associates
Illinois
$282K – – –
SBIA
518
Sheaff Brock Investment Advisors
Indiana
$280K +$12.2K +356 +5%
FWM
519
FFT Wealth Management
Pennsylvania
$273K +$1.58K +46 +0.6%
RT
520
Rockland Trust
Massachusetts
$272K -$52.1K -1,520 -16%
MMG
521
Monetary Management Group
Missouri
$268K – – –
USAA
522
United Services Automobile Association
Texas
$267K -$3.91K -114 -1%
PAM
523
Peak Asset Management
Colorado
$267K +$259K +7,552 New
AA
524
Apriem Advisors
California
$266K +$5.07K +148 +2%
FHC
525
First Heartland Consultants
Missouri
$265K -$12.5K -364 -5%
19 20
21
22 23