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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
876
Stonebridge Financial Planning Group
Florida
$906K +$9.29K +206 +1%
HWA
877
HCR Wealth Advisors
California
$905K -$29.7K -658 -3%
LWL
878
Leo Wealth LLC
Texas
$902K -$4.42K -98 -0.5%
FA
879
Fermata Advisors
California
$902K +$36.1K +800 +4%
Focus Partners Advisor Solutions
880
Focus Partners Advisor Solutions
Missouri
$900K +$222K +4,920 +34%
Bailard
881
Bailard
California
$899K -$14.3K -318 -2%
CMT Capital Markets Trading
882
CMT Capital Markets Trading
Germany
$895K +$864K +19,162 New
WTFG
883
Wood Tarver Financial Group
Idaho
$892K -$31.6K -700 -4%
CTI
884
Community Trust & Investment
Kentucky
$890K – – –
CC
885
Cadinha & Co
Hawaii
$889K – – –
BL
886
BFSG LLC
California
$885K -$243K -5,400 -22%
AIP
887
ARS Investment Partners
New York
$884K – – –
Envestnet Portfolio Solutions
888
Envestnet Portfolio Solutions
Illinois
$881K -$7.51M -166,454 -90%
Verition Fund Management
889
Verition Fund Management
Connecticut
$878K -$13M -287,944 -94%
WE
890
Wealth Effects
Massachusetts
$873K -$75.3K -1,670 -8%
GWM
891
Greenwich Wealth Management
Connecticut
$873K -$39.9K -886 -5%
SJIM
892
St. Johns Investment Management
Florida
$872K +$7.03K +156 +0.8%
BFA
893
Beacon Financial Advisory
Ohio
$866K -$25.1K -556 -3%
DA
894
DCF Advisers
Connecticut
$864K +$834K +18,500 New
PWP
895
Principle Wealth Partners
Connecticut
$864K -$10K -222 -1%
SC
896
Stolper & Co
Oklahoma
$862K +$5.86K +130 +0.7%
MFA
897
Mayflower Financial Advisors
Massachusetts
$859K +$10.3K +228 +1%
FTA
898
Financial & Tax Architects
Missouri
$857K +$164K +3,638 +25%
CAM
899
Cozad Asset Management
Illinois
$856K – – –
WIC
900
Woodmont Investment Counsel
Tennessee
$855K -$1.89K -42 -0.2%