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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
626
BRR OpCo
Ohio
$227K +$33.7K +1,054 +17%
CT
627
Chicago Trust
Illinois
$227K +$229K +7,142 New
SIM
628
Sterling Investment Management
Arizona
$226K +$227K +7,084 New
CHJWM
629
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225K +$64 +2 +0%
GEA
630
Glen Eagle Advisors
New Jersey
$224K – – –
WT
631
Whittier Trust
California
$224K -$424K -13,242 -65%
AWM
632
Altium Wealth Management
New York
$220K +$221K +6,916 New
RFN
633
RDA Financial Network
Iowa
$215K -$8K -250 -4%
HSA
634
HBK Sorce Advisory
Pennsylvania
$214K -$9.8K -306 -4%
RCAG
635
Rehmann Capital Advisory Group
Michigan
$213K +$12.6K +392 +6%
PG
636
Patten Group
Tennessee
$213K +$17.8K +556 +9%
CF
637
Centaurus Financial
California
$212K +$100K +3,122 +89%
CHA
638
Carmichael Hill & Associates
Maryland
$211K – – –
SWA
639
Sutton Wealth Advisors
Florida
$209K – – –
GFS
640
GYL Financial Synergies
Connecticut
$208K -$412K -12,882 -66%
MCM
641
MAI Capital Management
Ohio
$208K -$62.5K -1,952 -23%
AIM
642
Anchor Investment Management
South Carolina
$204K +$6.4K +200 +3%
HNB
643
Huntington National Bank
Ohio
$204K -$26K -812 -11%
QPWM
644
Quadrant Private Wealth Management
Pennsylvania
$204K +$512 +16 +0.3%
CIA
645
CSat Investment Advisory
Michigan
$201K +$52.6K +1,642 +35%
SAM
646
SignalPoint Asset Management
Missouri
$200K +$201K +6,292 New
OIA
647
Optimum Investment Advisors
Illinois
$193K +$10.9K +340 +6%
TPWA
648
TRUE Private Wealth Advisors
Oregon
$190K -$9.61K -300 -5%
FIA
649
FNY Investment Advisers
New York
$187K +$188K +5,884 New
QFA
650
Quattro Financial Advisors
Texas
$179K +$184K +5,754 New
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26
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