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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1001
KMG Fiduciary Partners
Ohio
$750K +$7.88K +180 +1%
SWM
1002
SFG Wealth Management
Maryland
$748K +$724K +16,540 New
1SB
1003
1ST Source Bank
Indiana
$747K – – –
WPC
1004
Wedmont Private Capital
Pennsylvania
$745K +$94.4K +2,158 +15%
YIH
1005
Y-Intercept (HK)
Hong Kong
$745K +$158K +3,608 +28%
DLHL
1006
Donald L. Hagan LLC
Florida
$744K +$32.3K +738 +5%
CT
1007
Cambridge Trust
Massachusetts
$743K – – –
WJWM
1008
Williams Jones Wealth Management
New York
$743K +$95.5K +2,182 +15%
IC
1009
Iconiq Capital
California
$738K +$5.25K +120 +0.7%
PFA
1010
Pinnacle Family Advisors
Missouri
$735K +$711K +16,254 New
TWA
1011
Tandem Wealth Advisors
Arizona
$734K +$38.3K +876 +6%
WFAG
1012
Worth Financial Advisory Group
North Carolina
$733K +$6.13K +140 +0.9%
NB
1013
Northwest Bancshares
Pennsylvania
$731K -$16.9K -386 -2%
BFA
1014
Brendel Financial Advisors
New Hampshire
$730K -$21.3K -486 -3%
VM
1015
VPR Management
Texas
$723K – – –
GF
1016
Gries Financial
Ohio
$722K +$699K +15,972 New
WCM
1017
WealthBridge Capital Management
Ohio
$719K +$74.1K +1,694 +12%
KLCM
1018
KG&L Capital Management
Louisiana
$718K -$18.6K -426 -3%
KCM
1019
Kanawha Capital Management
Virginia
$714K +$8.75K +200 +1%
BCA
1020
Bay Colony Advisors
Massachusetts
$713K -$25.8K -590 -4%
CWM
1021
Collaborative Wealth Management
Florida
$712K +$226K +5,170 +49%
SC
1022
Solstein Capital
California
$711K – – –
YIA
1023
YHB Investment Advisors
Connecticut
$707K -$7K -160 -1%
CFG
1024
Cooper Financial Group
California
$706K -$52.9K -1,210 -7%
ST
1025
Spinnaker Trust
Maine
$705K -$1.84K -42 -0.3%
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