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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
VDBMI
1026
Van Den Berg Management I
Texas
$797K -$58.1K -1,352 -7%
NHC
1027
Nicholas Hoffman & Company
Georgia
$794K -$260K -6,048 -26%
WA
1028
Waverly Advisors
Alabama
$793K +$161K +3,756 +29%
CB
1029
Cadence Bank
Mississippi
$792K – – –
BFG
1030
Berger Financial Group
Minnesota
$791K +$159K +3,706 +28%
BFA
1031
Brendel Financial Advisors
New Hampshire
$789K +$37.5K +872 +6%
ZIMP
1032
Zimmermann Investment Management & Planning
Pennsylvania
$789K -$377K -8,776 -34%
EWM
1033
Executive Wealth Management
Michigan
$789K -$338K -7,880 -32%
CAAS
1034
Capital Asset Advisory Services
Michigan
$788K -$132K -3,080 -16%
1SB
1035
1ST Source Bank
Indiana
$786K – – –
MIM
1036
Marco Investment Management
Georgia
$786K – – –
WWS
1037
Wellington Wealth Strategies
Indiana
$785K -$626K -14,568 -47%
EPA
1038
Element Pointe Advisors
Florida
$783K -$1.52M -35,318 -68%
IP
1039
Ignite Planners
California
$783K +$75.4K +1,756 +12%
CPC
1040
Consolidated Planning Corp
Georgia
$775K -$11.2K -260 -2%
AAG
1041
Accordant Advisory Group
Maryland
$775K +$705K +16,420 New
QFA
1042
Quattro Financial Advisors
Texas
$765K +$689K +16,030 +9,542%
HVP
1043
Hudson Value Partners
Florida
$760K +$859 +20 +0.1%
FFA
1044
Florida Financial Advisors
Florida
$760K +$297K +6,914 +75%
BFA
1045
Beacon Financial Advisory
Ohio
$757K -$68.8K -1,602 -9%
VM
1046
VPR Management
Texas
$755K – – –
YIA
1047
YHB Investment Advisors
Connecticut
$750K +$9.28K +216 +1%
KCM
1048
Kanawha Capital Management
Virginia
$749K -$4.21K -98 -0.6%
KLCM
1049
KG&L Capital Management
Louisiana
$748K +$2.06K +48 +0.3%
SC
1050
Solstein Capital
California
$746K -$4.64K -108 -0.7%
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