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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
726
United Asset Strategies
New York
$1.16M -$758K -18,204 -40%
IC
727
Innealta Capital
Texas
$1.16M -$5.55M -133,292 -83%
VCP
728
Verus Capital Partners
Arizona
$1.16M +$40.5K +972 +4%
OPOWM
729
One Plus One Wealth Management
Florida
$1.15M -$88.2K -2,118 -7%
IWN
730
Independent Wealth Network
Iowa
$1.14M +$55.2K +1,326 +5%
FWP
731
Falcon Wealth Planning
California
$1.14M -$1.25M -29,952 -53%
FC
732
Forte Capital
New York
$1.13M +$1.11M +26,684 New
ACA
733
Atlas Capital Advisors
Wyoming
$1.13M -$552K -13,254 -33%
PFT
734
Providence First Trust
Arizona
$1.13M +$750 +18 +0.1%
CAU
735
Caxton Associates (UK)
$1.12M +$1.1M +26,528 New
PA
736
Procyon Advisors
Connecticut
$1.12M +$86.4K +2,074 +9%
HI
737
Horizon Investments
North Carolina
$1.12M -$387K -9,294 -26%
MWM
738
Mission Wealth Management
California
$1.12M -$369K -8,872 -25%
OC
739
Opinicus Capital
Florida
$1.12M +$78K +1,874 +8%
PAM
740
Palisade Asset Management
Minnesota
$1.12M – – –
CICC
741
Capital Investment Counsel (Colorado)
Colorado
$1.11M +$9.75K +234 +0.9%
TPCW
742
TD Private Client Wealth
New York
$1.11M +$155K +3,710 +16%
JHC
743
J. Hagan Capital
Kentucky
$1.11M +$699K +16,776 +181%
FA
744
Fiduciary Alliance
South Carolina
$1.1M +$468K +11,232 +76%
DIA
745
Dana Investment Advisors
Wisconsin
$1.1M -$316K -7,596 -23%
WBCM
746
Wilson & Boucher Capital Management
California
$1.09M -$16.7K -400 -2%
PTC
747
Private Trust Company
Ohio
$1.09M -$44.5K -1,068 -4%
AIM
748
Acropolis Investment Management
Missouri
$1.08M +$1.33K +32 +0.1%
GWSG
749
GPS Wealth Strategies Group
Colorado
$1.08M -$504K -12,112 -32%
LRPA
750
L. Roy Papp & Associates
Arizona
$1.07M -$16.7K -400 -2%
28 29
30
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