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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
701
Beacon Pointe Advisors
California
$271K +$245K +14,224 New
FPW
702
Flagship Private Wealth
Massachusetts
$271K +$232K +13,470 New
NFP
703
Novak Financial Planning
Maryland
$270K +$245K +14,222 New
SCM
704
Symons Capital Management
Pennsylvania
$266K +$241K +14,008 New
MSU
705
Mizuho Securities USA
New York
$265K +$241K +14,000 New
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$265K +$241K +14,010 New
PP
707
Patron Partners
Texas
$263K +$239K +13,894 New
MC
708
Moors & Cabot
Massachusetts
$263K +$240K +13,904 New
MMA
709
Miracle Mile Advisors
California
$262K +$238K +13,806 New
SFC
710
SYM Financial Corp
Indiana
$260K -$345 -20 -0.1%
MTC
711
Matrix Trust Company
Colorado
$260K +$163K +9,446 +220%
MMG
712
Monetary Management Group
Missouri
$258K – – –
BOM
713
Bank of Marin
California
$258K +$3.52K +204 +2%
EGA
714
E&G Advisors
Texas
$257K +$234K +13,550 New
EWF
715
Epstein & White Financial
California
$254K -$6.79K -394 -3%
APSI
716
Asset Planning Services Inc
Louisiana
$254K +$231K +13,426 New
TW
717
Towerpoint Wealth
California
$253K +$34 +2 +0%
SNT
718
Security National Trust
West Virginia
$253K +$193K +11,200 +518%
SCM
719
Sterneck Capital Management
Missouri
$253K +$230K +13,354 New
CIC
720
Carnegie Investment Counsel
Ohio
$251K +$229K +13,270 New
TNB
721
TCF National Bank
South Dakota
$250K +$227K +13,182 New
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$249K +$214K +12,414 +1,744%
FMP
723
Financial Management Professionals
Texas
$249K +$226K +13,124 New
AF
724
Advisornet Financial
Minnesota
$248K +$38.6K +2,242 +21%
APP
725
Avantax Planning Partners
Iowa
$247K -$18.9K -1,094 -8%
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