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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1001
Capital Asset Advisory Services
Michigan
$802K +$14K +328 +2%
AFG
1002
Atomi Financial Group
New York
$799K -$736K -17,224 -47%
CTI
1003
Community Trust & Investment
Kentucky
$798K – – –
PWP
1004
Principle Wealth Partners
Connecticut
$796K -$61K -1,426 -7%
BFA
1005
Beaumont Financial Advisors
Massachusetts
$796K +$263K +6,152 +48%
SB
1006
Strategic Blueprint
Georgia
$789K -$99.1K -2,318 -11%
FGA
1007
Fortis Group Advisors
New Jersey
$785K +$278K +6,500 +53%
NS
1008
NBC Securities
Alabama
$782K +$30.5K +714 +4%
WT
1009
Whittier Trust
California
$781K -$888K -20,772 -53%
CSPAM
1010
Cary Street Partners Asset Management
Virginia
$780K -$10.6K -248 -1%
LOIP
1011
Live Oak Investment Partners
Texas
$777K – – –
HH
1012
Hilltop Holdings
Texas
$775K -$232K -5,436 -23%
IF
1013
Intrua Financial
Texas
$774K -$81.2K -1,898 -9%
WIC
1014
Woodmont Investment Counsel
Tennessee
$770K – – –
WPC
1015
Wedmont Private Capital
Pennsylvania
$769K +$66.2K +1,548 +9%
PFA
1016
Pathway Financial Advisors
Vermont
$768K -$56.8K -1,328 -7%
WB
1017
WesBanco Bank
West Virginia
$766K -$228K -5,340 -23%
VDBMI
1018
Van Den Berg Management I
Texas
$764K -$94.4K -2,208 -11%
SC
1019
Stolper & Co
Oklahoma
$764K -$9.58K -224 -1%
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$758K +$35.5K +830 +5%
IP
1021
Investment Partners
Ohio
$756K -$63.5K -1,486 -8%
KP
1022
Keel Point
Alabama
$756K +$14.6K +342 +2%
RMC
1023
Resources Management Corp
Connecticut
$755K +$5.3K +124 +0.7%
MIC
1024
Meridian Investment Counsel
California
$754K – – –
OWM
1025
OneAscent Wealth Management
Alabama
$753K +$768K +17,958 New
39 40
41
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