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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$211K -$12.9K -344 -6%
SCM
702
Stellar Capital Management
Arizona
$211K +$209K +5,562 New
GT
703
Greenleaf Trust
Michigan
$209K -$3.89M -103,792 -95%
CCM
704
Coldstream Capital Management
Washington
$209K – – –
EWA
705
EP Wealth Advisors
California
$205K +$203K +5,418 New
SG
706
StoneX Group
New York
$204K -$116K -3,094 -37%
SBSB
707
Sullivan, Bruyette, Speros & Blaney
Virginia
$203K +$201K +5,358 New
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$2.63K +70 +1%
LWM
709
Lenox Wealth Management
Ohio
$199K +$375 +10 +0.2%
CF
710
Centaurus Financial
California
$194K -$627K -16,724 -74%
FANJ
711
Financial Architects (New Jersey)
New Jersey
$192K +$375 +10 +0.2%
LPIC
712
LeJeune Puetz Investment Counsel
Michigan
$186K – – –
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$185K +$97.6K +2,602 +114%
TWA
714
TCI Wealth Advisors
Arizona
$184K -$1.65K -44 -0.9%
MCM
715
MV Capital Management
Maryland
$182K -$942K -25,110 -84%
C
716
Cerebellum
California
$181K – – –
RWA
717
River Wealth Advisors
Pennsylvania
$181K +$20.8K +556 +13%
AOWM
718
Alpha Omega Wealth Management
Virginia
$180K – – –
JFA
719
JNBA Financial Advisors
Minnesota
$180K +$118K +3,140 +196%
WAM
720
Wealthspire Advisors (Maryland)
Maryland
$178K -$18.9K -504 -10%
CIM
721
Contravisory Investment Management
Massachusetts
$173K +$57.6K +1,536 +51%
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$172K -$5.47K -146 -3%
WAS
723
Winch Advisory Services
Wisconsin
$164K +$31.3K +836 +24%
AC
724
Avestar Capital
New York
$162K – – –
RIA
725
RPG Investment Advisory
California
$161K +$7.5K +200 +5%
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