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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1001
Birchcreek Wealth Management
Ohio
$1.08M +$77K +1,435 +9%
AGP
1002
Autumn Glory Partners
Texas
$1.08M -$34.9K -650 -4%
CPG
1003
Cornerstone Planning Group
New Jersey
$1.07M -$31.4K -585 -3%
RFN
1004
Redwood Financial Network
Ohio
$1.07M -$22.3K -415 -2%
SL
1005
Savior LLC
Massachusetts
$1.07M +$936K +17,447 New
DWG
1006
Darden Wealth Group
Michigan
$1.06M +$7.56K +141 +0.8%
BPW
1007
BlueDoor Private Wealth
Massachusetts
$1.06M +$8.37K +156 +0.9%
JC
1008
JM2 Capital
Oklahoma
$1.06M +$11.2K +208 +1%
RFA
1009
Resurgent Financial Advisors
Georgia
$1.05M +$248K +4,621 +37%
Wedmont Private Capital
1010
Wedmont Private Capital
Pennsylvania
$1.05M +$858 +16 +0.1%
LC
1011
Luminist Capital
Michigan
$1.04M -$63.2K -1,179 -6%
AIP
1012
ARS Investment Partners
New York
$1.04M -$332K -6,183 -27%
Union Bancaire Privee
1013
Union Bancaire Privee
Switzerland
$1.03M +$80.5K +1,500 +10%
GCM
1014
Gallacher Capital Management
Colorado
$1.03M -$622K -11,604 -41%
TW
1015
TritonPoint Wealth
Maryland
$1.03M -$175K -3,259 -16%
SJIM
1016
St. Johns Investment Management
Florida
$1.03M -$16.8K -313 -2%
CC
1017
Cadinha & Co
Hawaii
$1.03M -$5.26K -98 -0.6%
VIPI
1018
Vista Investment Partners II
Indiana
$1.03M +$900K +16,777 New
WA
1019
WP Advisors
California
$1.03M +$899K +16,757 New
SCM
1020
Saxony Capital Management
Missouri
$1.03M +$898K +16,739 New
TA
1021
TrueWealth Advisors
Alabama
$1.02M -$8.74K -163 -1%
TAFW
1022
Tred Avon Family Wealth
Maryland
$1.02M – – –
EverSource Wealth Advisors
1023
EverSource Wealth Advisors
Alabama
$1.02M -$452K -8,424 -34%
CWM
1024
C2C Wealth Management
Arizona
$1.02M – – –
MFP
1025
Meramec Financial Planners
Missouri
$1.02M +$6.22K +116 +0.6%