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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1001
Shepherd Financial Partners
Massachusetts
$253K +$988 +38 +0.4%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$251K -$36.7K -1,412 -13%
HCM
1003
Hengehold Capital Management
Ohio
$250K +$1.56K +60 +0.6%
PT
1004
Plimoth Trust
Massachusetts
$250K +$242K +9,288 New
WG
1005
Welch Group
Alabama
$245K -$56.9K -2,190 -19%
MG
1006
Mather Group
Illinois
$245K +$19.1K +734 +9%
FAT
1007
First American Trust
California
$244K -$141K -5,410 -37%
EWM
1008
Executive Wealth Management
Michigan
$244K +$236K +9,070 New
FNBT
1009
FineMark National Bank & Trust
Florida
$243K -$6.29K -242 -3%
MCWS
1010
McKinley Carter Wealth Services
West Virginia
$241K -$26.8K -1,030 -10%
EWM
1011
Empirical Wealth Management
Washington
$239K +$231K +8,878 New
SAM
1012
Strategy Asset Managers
California
$238K +$230K +8,850 New
ICP
1013
Interchange Capital Partners
Pennsylvania
$237K -$550K -21,146 -71%
BPM
1014
Bowling Portfolio Management
Ohio
$237K +$229K +8,800 New
PTP
1015
Platform Technology Partners
New York
$236K +$228K +8,752 New
TC
1016
Tatro Capital
Kentucky
$236K +$228K +8,768 New
XS
1017
XR Securities
Illinois
$236K +$228K +8,770 New
B
1018
Bridgeworth
Alabama
$235K -$2.6K -100 -1%
FAM
1019
Flaharty Asset Management
Florida
$235K – – –
LL
1020
LPWM LLC
Minnesota
$233K – – –
FWIA
1021
Fort Washington Investment Advisors
Ohio
$231K +$5.2K +200 +2%
JFGIW
1022
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$126K -4,844 -36%
AF
1023
Allworth Financial
California
$227K +$12.5K +480 +6%
RTS
1024
Round Table Services
New Jersey
$226K -$78.3K -3,010 -26%
AF
1025
Arrow Financial
New York
$226K -$66.9K -2,574 -23%
39 40
41
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