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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
526
Advisors Management Group
Wisconsin
$2.01M -$29K -652 -1%
LWM
527
Lyell Wealth Management
California
$2.01M -$245K -5,509 -11%
VAS
528
Vestmark Advisory Solutions
Massachusetts
$2M +$1.35M +30,364 +210%
FFA
529
Fairfield Financial Advisors
Massachusetts
$2M -$38K -853 -2%
OA
530
Oasis Advisors
Iowa
$1.99M +$1.99M +44,575 New
IA
531
Integrity Alliance
Iowa
$1.99M +$418K +9,392 +27%
JG
532
Jain Global
New York
$1.99M +$1.98M +44,534 New
JWBC
533
J.W. Burns & Co
New York
$1.99M -$60.6K -1,361 -3%
CWM
534
Cornerstone Wealth Management
Missouri
$1.98M +$60.4K +1,356 +3%
CW
535
Cooksen Wealth
Texas
$1.98M +$73K +1,640 +4%
BHIA
536
Birch Hill Investment Advisors
Massachusetts
$1.98M – – –
CCM
537
Capstone Capital Management
$1.98M +$1.97M +44,200 New
MAM
538
Madison Asset Management
Wisconsin
$1.97M -$3.17M -71,182 -62%
LFA
539
Legend Financial Advisors
Pennsylvania
$1.97M +$107K +2,392 +6%
GHA
540
Granite Harbor Advisors
Texas
$1.96M +$77.8K +1,748 +4%
MWM
541
Marion Wealth Management
Pennsylvania
$1.96M +$54K +1,213 +3%
RA
542
RFG Advisory
Alabama
$1.95M -$577K -12,965 -23%
PIA
543
Panoramic Investment Advisors
Colorado
$1.95M -$28.2K -633 -1%
MPW
544
MGO Private Wealth
California
$1.94M -$138K -3,100 -7%
BCM
545
Boltwood Capital Management
California
$1.93M -$17K -381 -0.9%
HNB
546
Huntington National Bank
Ohio
$1.92M -$32.6K -733 -2%
PCS
547
Personal CFO Solutions
New Jersey
$1.92M -$13.7K -307 -0.7%
WAM
548
Worth Asset Management
Texas
$1.91M +$1.9M +42,662 New
AAS
549
Asset Allocation Strategies
Michigan
$1.91M +$21.5K +482 +1%
CWA
550
Clarus Wealth Advisors
Arizona
$1.9M +$76.4K +1,716 +4%
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