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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
676
Gyroscope Capital Management Group
Florida
$820K +$94K +3,616 +13%
SJIM
677
St. Johns Investment Management
Florida
$819K +$55.3K +2,126 +8%
MYIA
678
Mount Yale Investment Advisors
Colorado
$815K +$88.6K +3,408 +13%
NEAM
679
New England Asset Management
Connecticut
$812K – – –
CC
680
Callan Capital
California
$809K -$65.8K -2,530 -8%
NFG
681
Nations Financial Group
Iowa
$807K +$106K +4,078 +16%
NL
682
NVWM LLC
Pennsylvania
$805K +$777K +29,884 New
RWA
683
River Wealth Advisors
Pennsylvania
$801K +$2.34K +90 +0.3%
NFG
684
Next Financial Group
Texas
$800K +$54.2K +2,086 +8%
WPW
685
Waldron Private Wealth
Pennsylvania
$797K – – –
ECML
686
Eagle Capital Management (Louisiana)
Louisiana
$797K +$20.2K +778 +3%
VDBMI
687
Van Den Berg Management I
Texas
$796K -$17.4K -668 -2%
MAM
688
Marquette Asset Management
Minnesota
$792K – – –
BCM
689
Bayesian Capital Management
New York
$787K +$759K +29,200 New
AC
690
Abbrea Capital
California
$781K +$104K +4,010 +16%
TPWA
691
TRUE Private Wealth Advisors
Oregon
$780K +$109K +4,186 +17%
OCPWS
692
One Charles Private Wealth Services
Massachusetts
$780K +$483K +18,560 +179%
OPWM
693
Oxinas Partners Wealth Management
Indiana
$778K -$651K -25,038 -46%
TFGT
694
TS Financial Group (TSFG)
Illinois
$773K +$574K +22,070 +333%
MFW
695
Meristem Family Wealth
Minnesota
$765K – – –
KP
696
Keel Point
Alabama
$754K +$728K +28,000 New
AIM
697
Acropolis Investment Management
Missouri
$751K -$75.9K -2,920 -9%
FMBTD
698
First Midwest Bank Trust Division
Illinois
$749K +$364K +14,016 +102%
CA
699
Claro Advisors
Massachusetts
$749K +$723K +27,806 New
PWMAG
700
Pinnacle Wealth Management Advisory Group
New Jersey
$748K +$395K +15,200 +121%
26 27
28
29 30