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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1001
Roxbury Financial
New Jersey
$679K -$48.6K -1,078 -7%
IF
1002
Ironwood Financial
Arizona
$675K +$184K +4,084 +39%
SIA
1003
Soltis Investment Advisors
Utah
$674K -$109K -2,416 -14%
BFIM
1004
Beese Fulmer Investment Management
Ohio
$674K +$650K +14,416 New
SDH
1005
Sloy Dahl & Holst
Washington
$672K -$57.3K -1,270 -8%
EHC
1006
Everett Harris & Co
California
$671K – – –
PP
1007
Prudential plc
United Kingdom
$670K -$110K -2,440 -15%
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$669K +$12K +266 +2%
ANBT
1009
American National Bank & Trust
Texas
$668K -$22.5K -500 -3%
SWP
1010
Sagespring Wealth Partners
Tennessee
$667K -$4.06K -90 -0.6%
CG
1011
Curat Global
New Hampshire
$665K +$642K +14,230 New
MSAM
1012
Moloney Securities Asset Management
Missouri
$662K +$58.9K +1,306 +10%
IF
1013
Intrua Financial
Texas
$661K +$2.98K +66 +0.5%
IIA
1014
IPG Investment Advisors
California
$660K -$82.3K -1,826 -11%
LPAM
1015
Lodestar Private Asset Management
California
$658K -$69.1K -1,532 -10%
QWP
1016
Quotient Wealth Partners
Texas
$658K -$53M -1,176,416 -99%
BFG
1017
Berger Financial Group
Minnesota
$658K -$25K -554 -4%
AA
1018
Acorns Advisers
California
$656K +$155K +3,446 +33%
SAF
1019
Smith Anglin Financial
Texas
$654K -$68.9K -1,528 -10%
GI
1020
GLOBALT Investments
Georgia
$654K -$68.3K -1,514 -10%
CA
1021
Clune & Associates
Illinois
$654K +$33.2K +736 +6%
RWA
1022
Roberts Wealth Advisors
California
$653K +$7.84K +174 +1%
MW
1023
MBL Wealth
North Carolina
$652K -$38.3K -850 -6%
NWM
1024
Napa Wealth Management
California
$651K +$628K +13,938 New
HSA
1025
HBK Sorce Advisory
Pennsylvania
$651K +$89.9K +1,994 +17%
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