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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
851
Caprock Group
Idaho
$966K -$70.3K -1,560 -7%
PWM
852
Partners Wealth Management
California
$965K +$38K +842 +4%
SI
853
Sprott Inc
Ontario, Canada
$960K +$13.5K +300 +1%
PFSC
854
Peoples Financial Services Corp
Pennsylvania
$959K – – –
C
855
Certuity
Florida
$955K -$17.8K -394 -2%
ML
856
McAdam LLC
Pennsylvania
$954K -$156K -3,464 -15%
WA
857
Wealthstar Advisors
Texas
$948K +$11.2K +248 +1%
IVP
858
Intrinsic Value Partners
Arizona
$943K +$319K +7,082 +54%
GEA
859
Glen Eagle Advisors
New Jersey
$941K -$18.4K -408 -2%
APIM
860
Agate Pass Investment Management
Washington
$939K -$4.42K -98 -0.5%
HTC
861
Haverford Trust Company
Pennsylvania
$934K -$98.8K -2,192 -10%
KFA
862
Kelleher Financial Advisors
New York
$933K +$24.8K +550 +3%
WAM
863
Worth Asset Management
Texas
$932K +$46.8K +1,038 +5%
BIG
864
Builder Investment Group
Georgia
$932K -$72.1K -1,600 -7%
AWM
865
Aberdeen Wealth Management
Illinois
$930K – – –
DWM
866
Dynasty Wealth Management
Florida
$927K -$59.2M -1,313,938 -99%
SW
867
Simplicity Wealth
New Jersey
$924K +$892K +19,784 New
OPWM
868
Oxinas Partners Wealth Management
Indiana
$923K +$11.8K +262 +1%
BJL
869
Brighton Jones LLC
Washington
$922K +$45.7K +1,014 +5%
RCAG
870
Rehmann Capital Advisory Group
Michigan
$916K -$5.68K -126 -0.6%
CSC
871
Caldwell Sutter Capital
California
$916K -$7.67K -170 -0.9%
GIM
872
Goelzer Investment Management
Indiana
$915K -$6.76K -150 -0.8%
CCA
873
Covey Capital Advisors
Georgia
$909K -$1.35K -30 -0.2%
SFPG
874
Stonebridge Financial Planning Group
Florida
$906K +$9.29K +206 +1%
HWA
875
HCR Wealth Advisors
California
$905K -$29.7K -658 -3%
33 34
35
36 37