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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
576
Intellectus Partners
California
$2.2M +$332K +7,760 +17%
PPP
577
Private Portfolio Partners
New Jersey
$2.19M +$16.5K +386 +0.7%
SFG
578
Sowa Financial Group
Rhode Island
$2.19M -$73.5K -1,718 -3%
CI
579
CX Institutional
Indiana
$2.18M -$8.69M -203,294 -80%
SW
580
SteelPeak Wealth
California
$2.17M -$758K -17,730 -25%
FFS
581
Founders Financial Securities
Maryland
$2.16M -$1.56M -36,478 -41%
JWBC
582
J.W. Burns & Co
New York
$2.16M +$12.8K +300 +0.6%
ZIG
583
Zullo Investment Group
Pennsylvania
$2.15M -$108K -2,528 -5%
AWA
584
Arete Wealth Advisors
Illinois
$2.15M +$183K +4,278 +9%
CWP
585
Capital Wealth Planning
Florida
$2.15M +$901K +21,070 +69%
SFA
586
Source Financial Advisors
New York
$2.14M -$1.11M -26,020 -34%
WCG
587
Wall Capital Group
Arizona
$2.12M +$2.09M +48,966 +8,385%
EIP
588
Ellis Investment Partners
Pennsylvania
$2.12M +$1.05M +24,444 +91%
PPG
589
Peak Planning Group
Colorado
$2.11M +$84.4K +1,974 +4%
IFWM
590
Institute for Wealth Management
Colorado
$2.1M -$21K -492 -1%
FFP
591
Forbes Financial Planning
Rhode Island
$2.09M -$120K -2,804 -5%
CWA
592
Clarus Wealth Advisors
Arizona
$2.09M +$15.1K +352 +0.7%
VFA
593
Valeo Financial Advisors
Indiana
$2.09M +$443K +10,370 +26%
MPPLM
594
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.08M -$1.7M -39,840 -44%
LSPW
595
Lake Street Private Wealth
Illinois
$2.07M +$25.6K +598 +1%
FRM
596
Fox Run Management
Connecticut
$2.06M -$564K -13,200 -21%
SW
597
Solidarity Wealth
Utah
$2.05M +$2.12M +49,468 New
SAM
598
Secure Asset Management
Michigan
$2.04M +$375K +8,774 +22%
CWM
599
Cornerstone Wealth Management
Missouri
$2.04M +$2.1M +49,202 New
CAIMH
600
Central Asset Investments & Management Holdings
Hong Kong
$2.03M +$2.09M +49,000 New
22 23
24
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