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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
676
Newport Wealth Strategies
California
$245K +$239K +6,440 New
DC
677
DeDora Capital
California
$244K +$239K +6,424 New
VCA
678
Verdence Capital Advisors
Maryland
$244K +$239K +6,430 New
SWM
679
Strategic Wealth Management
Washington
$243K +$238K +6,400 New
JIR
680
James Investment Research
Ohio
$240K -$18.6K -500 -7%
JIP
681
Jaffetilchin Investment Partners
Florida
$238K +$233K +6,280 New
WPW
682
Waldron Private Wealth
Pennsylvania
$237K -$82.3K -2,216 -26%
3C
683
361 Capital
Colorado
$237K +$231K +6,230 New
FAT
684
First American Trust
California
$237K +$232K +6,254 New
GAG
685
GM Advisory Group
New York
$236K – – –
VIM
686
Vista Investment Management
Pennsylvania
$229K -$520 -14 -0.2%
BFO
687
Boston Family Office
Massachusetts
$229K – – –
AWA
688
AmeriServ Wealth Advisors
Pennsylvania
$228K – – –
TI
689
Telemetry Investments
New York
$228K – – –
HR
690
Howe & Rusling
New York
$228K +$16.3K +440 +8%
MSAM
691
Moloney Securities Asset Management
Missouri
$227K +$223K +5,992 New
BW
692
Bison Wealth
Georgia
$225K -$1.1M -29,652 -83%
OIA
693
Optimum Investment Advisors
Illinois
$225K -$1.93K -52 -0.9%
1SB
694
1ST Source Bank
Indiana
$225K +$220K +5,928 New
IP
695
Investment Partners
Ohio
$224K +$219K +5,896 New
CT
696
Chicago Trust
Illinois
$223K +$218K +5,876 New
GT
697
Glenview Trust
Kentucky
$223K +$219K +5,882 New
FFW
698
Fusion Family Wealth
New York
$222K -$8.55K -230 -4%
JIC
699
Joel Isaacson & Co
New York
$222K +$217K +5,844 New
CFA
700
Carroll Financial Associates
North Carolina
$218K -$28.2K -758 -12%
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