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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$516K -$13.7K -366 -3%
MA
502
MUFG Americas
New York
$515K +$6.97K +186 +1%
HPC
503
Hobart Private Capital
North Carolina
$513K +$204K +5,446 +67%
AIM
504
Assured Investment Management
New York
$511K -$3.94M -105,006 -89%
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$511K – – –
PG
506
Proffitt & Goodson
Tennessee
$501K -$15.7K -420 -3%
EWM
507
Edge Wealth Management
New York
$498K – – –
TFF
508
The Family Firm
Maryland
$497K -$16.4K -438 -3%
AIIMS
509
Analyst IMS Investment Management Services
Israel
$497K – – –
ACS
510
Archford Capital Strategies
Illinois
$492K -$120K -3,190 -20%
TC
511
Tairen Capital
Hong Kong
$492K +$487K +13,000 New
BC
512
Bartlett & Co
Ohio
$491K – – –
BCWM
513
Bartlett & Co Wealth Management
Ohio
$491K – – –
RJT
514
Raymond James Trust
Florida
$488K -$83.5K -2,228 -15%
APP
515
Avantax Planning Partners
Iowa
$488K +$202K +5,396 +72%
1WA
516
180 Wealth Advisors
Washington
$483K -$9.82K -262 -2%
LFG
517
LifePlan Financial Group
Ohio
$481K – – –
LFAS
518
Level Four Advisory Services
Texas
$475K -$6.25M -166,670 -93%
GLA
519
Good Life Advisors
Pennsylvania
$475K +$109K +2,900 +30%
PMFA
520
Plante Moran Financial Advisors
Michigan
$473K – – –
WJA
521
Williams Jones & Associates
New York
$471K -$43.9K -1,172 -9%
FCFC
522
First Commonwealth Financial Corp
Pennsylvania
$471K +$466K +12,434 New
ISB
523
Iowa State Bank
Iowa
$466K +$35.2K +940 +8%
JIP
524
Jaffetilchin Investment Partners
Florida
$465K +$225K +6,000 +96%
RFO
525
RiverGlades Family Offices
Florida
$464K +$26.2K +700 +6%
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