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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
751
Cladis Investment Advisory
Montana
$1.25M +$59K +1,320 +5%
VCP
752
Verus Capital Partners
Arizona
$1.25M -$10.2K -228 -0.8%
HNB
753
Huntington National Bank
Ohio
$1.24M -$40.9K -914 -3%
PPG
754
Peak Planning Group
Colorado
$1.24M +$169K +3,790 +16%
RW
755
Rockport Wealth
Ohio
$1.23M -$433K -9,688 -26%
PIA
756
Perennial Investment Advisors
California
$1.23M -$2.49M -55,710 -67%
RFM
757
Royal Fund Management
Florida
$1.23M -$10.7M -239,066 -90%
SG
758
StoneX Group
New York
$1.23M +$67.5K +1,510 +6%
SAM
759
Secure Asset Management
Michigan
$1.22M -$189K -4,236 -13%
CC
760
Callan Capital
California
$1.22M -$51K -1,142 -4%
CPA
761
Cardiff Park Advisors
California
$1.21M +$1.52K +34 +0.1%
CCA
762
Covey Capital Advisors
Georgia
$1.21M -$69K -1,544 -5%
BHBT
763
Burke & Herbert Bank & Trust
Virginia
$1.21M -$236K -5,270 -16%
PTC
764
Private Trust Company
Ohio
$1.19M -$87.4K -1,956 -7%
LSAG
765
Lake Street Advisors Group
New Hampshire
$1.19M -$130K -2,900 -10%
CC
766
Cadinha & Co
Hawaii
$1.19M -$57.1K -1,278 -5%
LIA
767
Lynx Investment Advisory
District of Columbia
$1.19M +$24.2K +542 +2%
IFPG
768
Intrepid Financial Planning Group
Indiana
$1.19M -$2.77M -62,044 -70%
BDAM
769
Blue Door Asset Management
Connecticut
$1.19M -$2.04M -45,600 -63%
GWSA
770
Global Wealth Strategies & Associates
Colorado
$1.19M -$2.66M -59,598 -69%
WT
771
Whittier Trust
California
$1.18M +$298K +6,658 +33%
PFT
772
Providence First Trust
Arizona
$1.18M +$715 +16 +0.1%
CICI
773
Capital Investment Counsel Inc
North Carolina
$1.18M – – –
RWA
774
River Wealth Advisors
Pennsylvania
$1.17M +$89 +2 +0%
LSIA
775
LaSalle St. Investment Advisors
Illinois
$1.17M +$1.19M +26,686 New
29 30
31
32 33