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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAFP
576
Vahanian & Associates Financial Planning
New York
$2.09M +$2.35M +58,526 New
WJA
577
Willis Johnson & Associates
Texas
$2.09M +$887K +22,100 +61%
GM
578
GeoWealth Management
Illinois
$2.08M -$481K -12,000 -17%
JSL
579
JT Stratford LLC
Georgia
$2.08M +$406K +10,112 +21%
MYIA
580
Mount Yale Investment Advisors
Colorado
$2.05M -$58.1K -1,448 -2%
NCM
581
Narwhal Capital Management
Georgia
$2.05M +$1.35M +33,770 +144%
JIP
582
Jaffetilchin Investment Partners
Florida
$2.05M +$43.4K +1,082 +2%
AO
583
Advisor OS
Illinois
$2.05M +$799K +19,920 +53%
KFGK
584
Keystone Financial Group (Kentucky)
Kentucky
$2.04M +$27.1K +676 +1%
BAAM
585
Baker Avenue Asset Management
California
$2.03M -$947K -23,612 -29%
CM
586
Caption Management
Oklahoma
$1.99M +$2.19M +54,492 New
UBG
587
United Bank (Georgia)
Georgia
$1.98M -$443K -11,038 -17%
AMM
588
American Money Management
California
$1.98M -$113K -2,810 -5%
FFS
589
Founders Financial Securities
Maryland
$1.97M -$571K -14,234 -21%
SS
590
Simplicity Solutions
Minnesota
$1.97M +$135K +3,376 +7%
Optiver Holding
591
Optiver Holding
Netherlands
$1.97M +$317K +7,904 +17%
HWM
592
HB Wealth Management
Georgia
$1.95M +$1.95M +48,512 +799%
FDCDDQ
593
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M -$139K -3,458 -6%
EGA
594
Eagle Global Advisors
Texas
$1.94M +$229K +5,700 +12%
FBFS
595
First Business Financial Services
Wisconsin
$1.94M +$96K +2,394 +5%
FMTCOCP
596
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M -$610K -15,214 -22%
SW
597
SteelPeak Wealth
California
$1.94M +$957K +23,852 +79%
FFP
598
Forbes Financial Planning
Rhode Island
$1.92M -$68K -1,696 -3%
BHIA
599
Birch Hill Investment Advisors
Massachusetts
$1.92M +$178K +4,440 +9%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$1.92M +$97.3K +2,426 +5%