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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
801
Capital Asset Advisory Services
Michigan
$978K +$60.3K +1,504 +6%
MIA
802
MMBG Investment Advisors
Florida
$977K +$1.1M +27,338 New
VCM
803
Virtue Capital Management
Tennessee
$976K +$575K +14,322 +110%
LWP
804
Legacy Wealth Planning
Nevada
$976K +$1.1M +27,300 New
First Manhattan
805
First Manhattan
New York
$975K +$238K +5,930 +28%
MCM
806
Monument Capital Management
Virginia
$973K -$33.6K -838 -3%
MM
807
Main Management
California
$973K
PBC
808
Pavion Blue Capital
California
$968K -$10.7K -266 -1%
VFPI
809
Vantage Financial Partners (Illinois)
Illinois
$965K -$4.4M -109,600 -80%
KPW
810
Kore Private Wealth
New York
$965K +$28.6K +712 +3%
AF
811
Advisornet Financial
Minnesota
$963K -$871K -21,712 -45%
CC
812
Callan Capital
California
$962K -$102K -2,552 -9%
UIA
813
Ulland Investment Advisors
Minnesota
$953K -$349K -8,710 -25%
KTA
814
Keeley-Teton Advisors
Illinois
$946K +$280K +6,970 +36%
LWA
815
Lowe Wealth Advisors
Maryland
$941K -$4.71M -117,520 -82%
AWM
816
Avondale Wealth Management
Texas
$941K -$43.8K -1,092 -4%
SMC
817
Smith, Moore & Co
Missouri
$938K -$189K -4,700 -15%
Balyasny Asset Management
818
Balyasny Asset Management
Illinois
$938K +$408K +10,180 +63%
SPAS
819
Spectrum Planning & Advisory Services
California
$936K -$800K -19,940 -43%
VVP
820
Venture Visionary Partners
Ohio
$934K -$163K -4,056 -13%
BOS
821
Bank of Stockton
California
$933K +$237K +5,900 +29%
SWM
822
Silverlake Wealth Management
Vermont
$922K +$278K +6,932 +37%
BAS
823
Brown Advisory Securities
Maryland
$919K -$217K -5,408 -17%
CPO
824
Cerity Partners OCIO
New York
$918K -$29.5K -736 -3%
GM
825
Granger Management
New York
$911K -$1.61M -40,042 -61%