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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
751
San Francisco Sentry Investment Group
California
$93K -$280K -7,544 -75%
BG
752
Bollard Group
Massachusetts
$93K +$595 +16 +0.7%
S
753
SignatureFD
Georgia
$89K +$29.7K +798 +52%
PCG
754
Private Capital Group
Connecticut
$86K – – –
KPCM
755
Kings Point Capital Management
New York
$86K +$74 +2 +0.1%
WAP
756
Wealthcare Advisory Partners
Pennsylvania
$86K +$48.6K +1,308 +135%
LYV
757
Live Your Vision
Pennsylvania
$85K +$42.7K +1,148 +106%
PCFFS
758
Pacific Center for Financial Services
California
$84K +$74 +2 +0.1%
LWS
759
Lucia Wealth Services
California
$82K +$29.7K +800 +59%
EFSCE
760
Enterprise Financial Services Corp (EFSC)
Missouri
$76K – – –
NPP
761
New Potomac Partners
Maryland
$76K – – –
IBOK
762
Independence Bank of Kentucky
Kentucky
$73K – – –
GCM
763
Gables Capital Management
Florida
$73K +$15.3K +412 +27%
CHP
764
Cable Hill Partners
Oregon
$72K +$18.2K +490 +35%
CWA
765
Clarus Wealth Advisors
Arizona
$70K +$77.1K +2,074 New
SAM
766
Shamrock Asset Management
Texas
$65K – – –
WTB
767
Washington Trust Bank
Washington
$63K +$9.73K +262 +19%
FCMT
768
Founders Capital Management (Texas)
Texas
$61K – – –
JFA
769
JNBA Financial Advisors
Minnesota
$61K – – –
TL
770
TrueWealth LLC
Georgia
$61K +$49.1K +1,322 +456%
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$59K – – –
KL
772
KWMG LLC
Kansas
$59K +$58.2K +1,566 New
TCM
773
Tradewinds Capital Management
Washington
$58K +$372 +10 +0.7%
IWP
774
Icon Wealth Partners
Texas
$58K +$56.5K +1,520 New
SBL
775
Sargent Bickham Lagudis
Colorado
$57K -$35.4K -952 -39%
29 30
31
32 33