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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
IAMOG
901
Investors Asset Management of Georgia
Georgia
$748K -$713 -16 -0.1%
TAFW
902
Tred Avon Family Wealth
Maryland
$747K – – –
CWM
903
C2C Wealth Management
Arizona
$746K -$109K -2,442 -13%
SIAP
904
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$746K +$490 +11 +0.1%
CPC
905
Consolidated Planning Corp
Georgia
$742K -$10.8K -242 -1%
BL
906
BFSG LLC
California
$742K -$43.2K -970 -6%
WCM
907
Windsor Capital Management
Arizona
$741K -$1.11K -25 -0.2%
RSA
908
River Street Advisors
Illinois
$739K +$31.5K +708 +4%
QWM
909
Quadcap Wealth Management
Texas
$738K +$5.61K +126 +0.8%
PTC
910
Private Trust Company
Ohio
$737K -$5.17K -116 -0.7%
AOWM
911
Asset One Wealth Management
Washington
$734K +$653K +14,667 New
MCM
912
MontVue Capital Management
Virginia
$733K -$14.8K -333 -2%
MIM
913
Marco Investment Management
Georgia
$733K – – –
WFAG
914
Worth Financial Advisory Group
North Carolina
$732K -$29.7K -666 -4%
ACM
915
Advisors Capital Management
New Jersey
$729K +$429K +9,640 +145%
CB
916
Centennial Bank
Arkansas
$728K +$74.8K +1,680 +12%
KIG
917
Kessler Investment Group
Indiana
$727K +$5.03K +113 +0.7%
CG
918
Caprock Group
Idaho
$725K -$83.8K -1,882 -10%
BWM
919
Birchcreek Wealth Management
Ohio
$724K -$40.4K -908 -5%
PCA
920
Prosperity Capital Advisors
Ohio
$721K -$2.08M -46,649 -74%
CA
921
Clune & Associates
Illinois
$720K +$9.62K +216 +1%
LNWTC
922
Laird Norton Wetherby Trust Company
Washington
$719K +$716K +16,084 New
CC
923
Constitution Capital
Connecticut
$719K +$7.13K +160 +1%
IP
924
Investment Partners
Ohio
$719K +$5.21K +117 +0.7%
EMAM
925
Encompass More Asset Management
California
$716K -$315K -7,065 -31%
35 36
37
38 39