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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
701
Brown Brothers Harriman & Co
New York
$12K -$15.7K -484 -58%
ADL
702
Asset Dedication LLC
California
$12K – – –
FPS
703
Fieldpoint Private Securities
Connecticut
$11K +$10.4K +320 New
AIP
704
Ameritas Investment Partners
Nebraska
$10K – – –
VIA
705
Vantage Investment Advisors
Pennsylvania
$10K – – –
LWA
706
Lowe Wealth Advisors
Maryland
$10K +$6.51K +200 +200%
PWM
707
Perigon Wealth Management
California
$10K +$9.76K +300 New
SMFG
708
Sumitomo Mitsui Financial Group
Japan
$9K +$8.13K +250 New
WAP
709
Wealthcare Advisory Partners
Pennsylvania
$9K +$8.65K +266 New
DBT
710
Dubuque Bank & Trust
Iowa
$8K -$3.06K -94 -30%
LC
711
Landaas & Company
Wisconsin
$8K +$8K +246 New
LWA
712
Lenox Wealth Advisors
New York
$7K +$6.7K +206 New
JGIA
713
Jackson Grant Investment Advisers
Connecticut
$6K +$65 +2 +1%
VNA
714
Valley National Advisers
Pennsylvania
$5K – – –
BC
715
Barnett & Company
Tennessee
$4K – – –
PS
716
Portfolio Solutions
Michigan
$4K – – –
TIM
717
Tortoise Investment Management
New York
$4K – – –
CAL
718
Capital Analysts LLC
Pennsylvania
$4K +$3.45K +106 New
AIS
719
Accurate Investment Solutions
Pennsylvania
$1K – – –
ACM
720
Armbruster Capital Management
New York
$1K – – –
MRCM
721
M&R Capital Management
New Jersey
$1K – – –
NC
722
NewSquare Capital
Pennsylvania
$1K – – –
BWL
723
Bogart Wealth LLC
Virginia
$1K +$911 +28 New
RFM
724
Royal Fund Management
Florida
$1K +$1.76K +54 New
ED
725
Exane Derivatives
France
$68 -$530K -16,292 -100%
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