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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
526
D.L. Carlson Investment Group
New Hampshire
$399K -$127K -3,800 -21%
MMG
527
Monetary Management Group
Missouri
$398K -$16.7K -500 -3%
NA
528
NewEdge Advisors
Louisiana
$397K +$185K +5,538 +67%
BWP
529
Bernardo Wealth Planning
Pennsylvania
$391K +$456K +13,642 New
FFG
530
Ford Financial Group
California
$388K -$121K -3,612 -21%
UCMOK
531
United Capital Management of KS
Kansas
$387K -$35K -1,046 -7%
LWCFA
532
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K – – –
WCM
533
Weatherstone Capital Management
Colorado
$386K -$5.26M -157,320 -92%
CAAS
534
Capital Asset Advisory Services
Michigan
$385K -$26.2K -782 -6%
FFG
535
Frisch Financial Group
New York
$383K +$447K +13,360 New
COI
536
Capital One Investing
Virginia
$383K +$447K +13,372 New
FWP
537
FAS Wealth Partners
Kansas
$382K -$64.4K -1,926 -13%
NSIM
538
North Star Investment Management
Illinois
$379K -$3.97M -118,710 -90%
PMFA
539
Plante Moran Financial Advisors
Michigan
$378K +$23.7K +708 +6%
SCP
540
Silverleafe Capital Partners
Tennessee
$375K -$2.8M -83,562 -86%
AIIMS
541
Analyst IMS Investment Management Services
Israel
$375K – – –
IFA
542
Interactive Financial Advisors
Illinois
$373K -$115K -3,426 -21%
NPP
543
New Potomac Partners
Maryland
$373K +$368K +11,000 +550%
UFF
544
USA Financial Formulas
Michigan
$372K -$53.9K -1,610 -14%
BC
545
Bartlett & Co
Ohio
$372K – – –
SC
546
SouthState Corp
Florida
$372K +$434K +12,972 New
BCWM
547
Bartlett & Co Wealth Management
Ohio
$372K – – –
BOPW
548
Brandywine Oak Private Wealth
Pennsylvania
$371K +$401K +11,982 New
IC
549
Iconiq Capital
California
$368K -$166K -4,950 -28%
WJA
550
Williams Jones & Associates
New York
$365K +$9.84K +294 +2%
20 21
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