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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
926
Princeton Global Asset Management
New Jersey
$233K -$46.1K -2,000 -17%
GWS
927
Glassman Wealth Services
Virginia
$233K +$6.55K +284 +3%
NWM
928
Northwest Wealth Management
Iowa
$231K +$217K +9,408 New
SFP
929
Shepherd Financial Partners
Massachusetts
$229K +$216K +9,352 New
NCM
930
Novare Capital Management
North Carolina
$228K +$214K +9,278 New
FNBT
931
FineMark National Bank & Trust
Florida
$227K +$213K +9,248 New
HCM
932
Hengehold Capital Management
Ohio
$226K +$213K +9,232 New
TWM
933
Tradition Wealth Management
Minnesota
$225K +$159K +6,906 +307%
PIA
934
Pinion Investment Advisors
Kansas
$222K -$54.4K -2,358 -21%
LL
935
LPWM LLC
Minnesota
$222K +$203K +8,820 New
W
936
WealthOne
New York
$222K +$208K +9,036 New
TFS
937
Thoroughbred Financial Services
Tennessee
$222K +$209K +9,078 New
ERWM
938
Elk River Wealth Management
Colorado
$220K -$159K -6,884 -43%
1WA
939
180 Wealth Advisors
Washington
$220K +$194K +8,424 New
B
940
Bridgeworth
Alabama
$217K +$204K +8,826 New
CFA
941
Carroll Financial Associates
North Carolina
$216K +$137K +5,946 +207%
HNB
942
Huntington National Bank
Ohio
$214K +$35.3K +1,532 +21%
FAM
943
Flaharty Asset Management
Florida
$214K +$201K +8,720 New
RG
944
Rikoon Group
New Mexico
$211K +$198K +8,590 New
LA
945
LexAurum Advisors
Kansas
$210K +$197K +8,542 New
WP
946
WealthPLAN Partners
Nebraska
$206K +$187K +8,106 New
SF
947
Symphony Financial
Texas
$206K +$194K +8,398 New
MG
948
Mather Group
Illinois
$205K +$192K +8,344 New
FWIA
949
Fort Washington Investment Advisors
Ohio
$205K +$193K +8,374 New
IP
950
Investment Partners
Ohio
$204K +$192K +8,304 New
36 37
38
39 40