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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1001
Estate Counselors
Wisconsin
$654K +$116K +2,720 +21%
ST
1002
Spinnaker Trust
Maine
$648K – – –
KIA
1003
Knollwood Investment Advisory
Maryland
$648K – – –
KCM
1004
Kanawha Capital Management
Virginia
$646K +$4.28K +100 +0.6%
CB
1005
Cadence Bank
Mississippi
$645K +$665K +15,564 New
QPWM
1006
Quadrant Private Wealth Management
Pennsylvania
$642K -$97.7K -2,286 -13%
HCMT
1007
Highland Capital Management (Tennessee)
Tennessee
$641K +$12.8K +300 +2%
PI
1008
PFG Investments
New York
$639K +$659K +15,424 New
SC
1009
Solstein Capital
California
$638K -$54K -1,264 -8%
BCM
1010
Brainard Capital Management
Texas
$631K +$86 +2 +0%
HVP
1011
Hudson Value Partners
Florida
$631K +$25.8K +604 +4%
VNB
1012
Virginia National Bank
Virginia
$630K +$6.16K +144 +1%
CBT
1013
Central Bank & Trust
Kentucky
$630K -$227K -5,312 -26%
WAM
1014
Wakefield Asset Management
Colorado
$621K +$641K +14,992 New
BDWCC
1015
B&D White Capital Company
Texas
$620K -$5.76M -134,730 -90%
FMWA
1016
Forvis Mazars Wealth Advisors
Missouri
$617K +$15.6K +364 +3%
LMKC
1017
L.M. Kohn & Company
Ohio
$617K +$1.37K +32 +0.2%
LWP
1018
Lumature Wealth Partners
Georgia
$616K -$10.8K -252 -2%
AWM
1019
Angeles Wealth Management
California
$616K +$385K +9,000 +153%
FMN
1020
Financial Management Network
California
$616K -$33.7K -788 -5%
RC
1021
Rovin Capital
Arizona
$615K +$159K +3,726 +33%
OCM
1022
Objective Capital Management
Ohio
$614K +$18.5K +432 +3%
LOIP
1023
Live Oak Investment Partners
Texas
$612K – – –
SIA
1024
Strategic Investment Advisors
Michigan
$610K +$294K +6,888 +88%
LSIA
1025
LaSalle St. Investment Advisors
Illinois
$610K -$1.63K -38 -0.3%
39 40
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