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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
626
Graetz Wealth
Michigan
$2.68M +$2.34M +43,671 New
BHIA
627
Birch Hill Investment Advisors
Massachusetts
$2.67M -$32.2K -600 -1%
ANTB
628
AMG National Trust Bank
Colorado
$2.64M +$754K +14,051 +48%
PP
629
Paladin Partners
Wisconsin
$2.64M +$1.9M +35,400 +459%
BCM
630
Boltwood Capital Management
California
$2.64M -$4.29K -80 -0.2%
BCI
631
Brinker Capital Investments
Pennsylvania
$2.63M -$4.76M -88,756 -67%
DC
632
Davenport & Co
Virginia
$2.62M +$79.2K +1,476 +4%
EL
633
ES4 LLC
California
$2.61M +$916K +17,068 +67%
PSCM
634
Per Stirling Capital Management
Texas
$2.6M +$1.74M +32,514 +328%
TFS
635
Targeted Financial Services
Florida
$2.59M +$519K +9,677 +30%
AWM
636
Avondale Wealth Management
Texas
$2.58M +$121K +2,260 +6%
GHA
637
Granite Harbor Advisors
Texas
$2.58M -$93K -1,734 -4%
WAS
638
Wealth Advisory Solutions
Indiana
$2.58M -$9.23K -172 -0.4%
CBU
639
CIBC Bancorp USA
Illinois
$2.58M +$2.26M +42,062 New
PP
640
Patten & Patten
Tennessee
$2.58M +$45.2K +842 +2%
CW
641
Cooksen Wealth
Texas
$2.57M -$127K -2,365 -5%
PF
642
PlanWiser Financial
Colorado
$2.57M +$2.47M +46,007 New
AFWM
643
Arta Finance Wealth Management
California
$2.56M -$404K -7,538 -15%
IA
644
Integrity Alliance
Iowa
$2.56M -$151K -2,813 -6%
JWA
645
JFS Wealth Advisors
Pennsylvania
$2.54M +$19.3K +359 +0.9%
IVP
646
Intrinsic Value Partners
Arizona
$2.54M – – –
SC
647
SouthState Corp
Florida
$2.54M -$10K -187 -0.4%
HWM
648
HB Wealth Management
Georgia
$2.54M +$202K +3,766 +10%
SCM
649
SCS Capital Management
Massachusetts
$2.53M -$37.5K -699 -2%
CWA
650
Clarus Wealth Advisors
Arizona
$2.53M +$82.1K +1,531 +4%
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