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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
976
Hudson Value Partners
Florida
$808K +$45.4K +1,038 +6%
SIC
977
Sterling Investment Counsel
New York
$808K +$114K +2,610 +17%
DGAM
978
Desjardins Global Asset Management
Quebec, Canada
$807K +$781K +17,852 New
IP
979
Ignite Planners
California
$805K +$4.46K +102 +0.5%
KP
980
Keel Point
Alabama
$799K +$45.6K +1,042 +6%
GWM
981
Greenwich Wealth Management
Connecticut
$798K -$260K -5,938 -25%
CAM
982
Cozad Asset Management
Illinois
$796K -$57.5K -1,314 -7%
WCG
983
Weaver Consulting Group
California
$790K -$5.69K -130 -0.7%
CPC
984
Consolidated Planning Corp
Georgia
$788K +$21.6K +494 +3%
OL
985
Owen LaRue
Kentucky
$787K +$505K +11,546 +197%
CP
986
Castleview Partners
Texas
$785K +$113K +2,590 +18%
AWM
987
Angeles Wealth Management
California
$780K +$34.4K +786 +5%
PFBT
988
Parkside Financial Bank & Trust
Missouri
$779K -$55.5K -1,268 -7%
SFC
989
SYM Financial Corp
Indiana
$775K +$230K +5,254 +44%
APIM
990
Agate Pass Investment Management
Washington
$774K -$39K -892 -5%
WP
991
WealthPLAN Partners
Nebraska
$774K +$42.8K +978 +6%
PI
992
PFG Investments
New York
$773K +$14.9K +340 +2%
VCA
993
Verdence Capital Advisors
Maryland
$772K +$171K +3,914 +30%
GWP
994
Gateway Wealth Partners
Wisconsin
$768K +$8.93K +204 +1%
OCM
995
Objective Capital Management
Ohio
$767K +$104K +2,366 +16%
BFA
996
Beacon Financial Advisory
Ohio
$767K +$788 +18 +0.1%
CB
997
Cadence Bank
Mississippi
$759K +$7K +160 +1%
SCM
998
Spreng Capital Management
Ohio
$759K +$346K +7,912 +89%
AWM
999
Avior Wealth Management
Nebraska
$756K -$18.6K -426 -2%
MIM
1000
Marco Investment Management
Georgia
$753K -$55.1K -1,260 -7%
38 39
40
41 42