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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Beaumont Asset Management
Texas
$265K +$5.1K +206 +2%
GWS
952
Glassman Wealth Services
Virginia
$265K +$17K +688 +7%
AO
953
Advisor OS
Illinois
$264K +$66.5K +2,686 +36%
AGA
954
Arkos Global Advisors
Texas
$264K +$251K +10,146 New
RCM
955
RNC Capital Management
California
$263K +$250K +10,100 New
WCM
956
WealthBridge Capital Management
Ohio
$262K -$182K -7,336 -42%
PIA
957
Pinion Investment Advisors
Kansas
$262K +$991 +40 +0.4%
BWA
958
BlueSky Wealth Advisors
North Carolina
$260K – – –
KFP
959
KMG Fiduciary Partners
Ohio
$260K – – –
SIC
960
Schwartz Investment Counsel
Michigan
$260K – – –
ICP
961
Interchange Capital Partners
Pennsylvania
$259K +$28K +1,132 +13%
OBWG
962
Onyx Bridge Wealth Group
New York
$259K +$223K +9,020 New
ML
963
McAdam LLC
Pennsylvania
$256K +$36.8K +1,484 +18%
1WA
964
180 Wealth Advisors
Washington
$254K +$12.6K +510 +6%
MMG
965
Monetary Management Group
Missouri
$252K -$168K -6,800 -41%
KJHP
966
K.J. Harrison & Partners
Ontario, Canada
$251K -$396K -16,000 -63%
BFG
967
Bouchey Financial Group
New York
$251K – – –
HSA
968
HBK Sorce Advisory
Pennsylvania
$250K +$6.84K +276 +3%
TC
969
Tatro Capital
Kentucky
$250K +$20.2K +816 +9%
AWA
970
Arete Wealth Advisors
Illinois
$250K +$235K +9,498 New
LL
971
LPWM LLC
Minnesota
$249K +$10.7K +430 +5%
PGAM
972
Princeton Global Asset Management
New Jersey
$247K – – –
CWA
973
Centennial Wealth Advisory
Michigan
$247K +$32.6K +1,316 +16%
SFP
974
Shepherd Financial Partners
Massachusetts
$246K +$1.19K +48 +0.5%
PFSC
975
Peoples Financial Services Corp
Pennsylvania
$245K -$38.3K -1,546 -14%
37 38
39
40 41