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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
501
Zurich Insurance Group
Switzerland
$237K -$1.3M -73,340 -82%
BFP
502
Briaud Financial Planning
Texas
$236K +$32.3K +1,820 +13%
EC
503
Estate Counselors
Wisconsin
$235K +$76K +4,280 +38%
SBH
504
Segall Bryant & Hamill
Illinois
$234K +$10.2K +576 +4%
HIIFS
505
Harel Insurance Investments & Financial Services
Israel
$233K -$1.33M -75,098 -83%
KLCM
506
KG&L Capital Management
Louisiana
$233K +$1.46K +82 +0.5%
SKK
507
Shepherd Kaplan Krochuk
Massachusetts
$232K +$4.9K +276 +2%
FNT
508
First National Trust
Pennsylvania
$231K -$66.8K -3,762 -20%
ST
509
Spinnaker Trust
Maine
$230K -$23.1K -1,300 -8%
SWM
510
SeaCrest Wealth Management
New York
$228K -$65.9K -3,712 -20%
SFG
511
SNS Financial Group
Minnesota
$227K – – –
MAFM
512
Mid Atlantic Financial Management
Pennsylvania
$225K -$4.12K -232 -2%
PCM
513
Parsons Capital Management
Rhode Island
$223K -$31.6K -1,782 -11%
MSAGDF
514
Moneda SA Administradora General de Fondos
Chile
$220K – – –
APW
515
Acima Private Wealth
Virginia
$218K +$161K +9,076 +166%
IC
516
Iconiq Capital
California
$216K +$4.37K +246 +2%
HCP
517
Hexagon Capital Partners
Arkansas
$215K +$258K +14,514 New
TC
518
TownSquare Capital
Utah
$214K -$14.5K -818 -5%
RMC
519
Resources Management Corp
Connecticut
$214K +$16.8K +946 +7%
3AM
520
3D Asset Management
Connecticut
$214K +$253K +14,276 New
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K -$53.3K -3,000 -17%
FT
522
Fiduciary Trust
Massachusetts
$212K -$70.8K -3,988 -22%
APP
523
Avantax Planning Partners
Iowa
$212K -$35.5K -2,000 -12%
GWS
524
Glassman Wealth Services
Virginia
$210K -$85.4K -4,810 -26%
NB
525
Northwest Bancshares
Pennsylvania
$210K +$248K +13,982 New
19 20
21
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