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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1001
Cary Street Partners Investment Advisory
Virginia
$806K +$75.9K +1,744 +10%
FANJ
1002
Financial Architects (New Jersey)
New Jersey
$798K +$101K +2,326 +15%
H
1003
HoyleCohen
California
$796K +$33.6K +772 +4%
RFN
1004
Redwood Financial Network
Ohio
$793K +$101K +2,318 +15%
MG
1005
Mather Group
Illinois
$793K +$386K +8,878 +96%
AFM
1006
Andesa Financial Management
Pennsylvania
$792K -$788K -18,100 -50%
MAC
1007
Mason & Associates (California)
California
$791K +$45.9K +1,054 +6%
MIM
1008
Marco Investment Management
Georgia
$789K -$1.22K -28 -0.2%
CTI
1009
Community Trust & Investment
Kentucky
$785K – – –
EWM
1010
Endurance Wealth Management
Rhode Island
$783K +$8.53K +196 +1%
PFA
1011
Pathway Financial Advisors
Vermont
$783K – – –
CPFP
1012
Clear Perspectives Financial Planning
Ohio
$782K +$122K +2,800 +19%
PWM
1013
Purus Wealth Management
California
$782K +$1.39K +32 +0.2%
FNC
1014
First National Corp
Massachusetts
$780K -$3.11M -71,502 -80%
QPWM
1015
Quadrant Private Wealth Management
Pennsylvania
$778K +$775K +17,798 New
CSC
1016
Caldwell Sutter Capital
California
$777K +$774K +17,770 New
WCG
1017
Weaver Consulting Group
California
$775K -$88.1K -2,024 -10%
TWA
1018
Tandem Wealth Advisors
Arizona
$773K +$770K +17,678 New
MIC
1019
Meridian Investment Counsel
California
$771K – – –
CCM
1020
Coldstream Capital Management
Washington
$770K +$766K +17,602 New
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$770K -$17.8K -408 -2%
SAF
1022
Smith Anglin Financial
Texas
$768K -$59.7K -1,372 -7%
CFG
1023
Cooper Financial Group
California
$764K -$42.1K -966 -5%
OMC
1024
Overbrook Management Corp
New York
$760K -$44.4K -1,020 -6%
YIA
1025
YHB Investment Advisors
Connecticut
$756K -$5.83K -134 -0.8%
39 40
41
42 43