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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1026
Berger Financial Group
Minnesota
$652K -$46.3K -1,036 -7%
BSTWA
1027
Blake Schutter Theil Wealth Advisors
Ohio
$649K +$661K +14,780 New
SIA
1028
Soltis Investment Advisors
Utah
$642K -$117K -2,618 -15%
FPAS
1029
Focus Partners Advisor Solutions
Missouri
$641K -$21.2K -474 -3%
DWM
1030
Denver Wealth Management
Colorado
$633K +$19K +424 +3%
WIA
1031
World Investment Advisors
California
$633K +$347K +7,758 +117%
LOIP
1032
Live Oak Investment Partners
Texas
$628K – – –
NFA
1033
Northwest Financial Advisors
Virginia
$628K -$50.5K -1,130 -7%
PCMN
1034
Paradigm Capital Management (Nevada)
Nevada
$626K +$637K +14,250 New
GGS
1035
Galvin Gaustad & Stein
Arizona
$622K +$3.13K +70 +0.5%
CPA
1036
Court Place Advisors
Maryland
$618K – – –
AFO
1037
Allie Family Office
Florida
$617K +$25.5K +570 +4%
HIP
1038
HUB Investment Partners
Texas
$617K -$11.4K -256 -2%
GAG
1039
GM Advisory Group
New York
$616K +$63.7K +1,424 +11%
HVP
1040
Hudson Value Partners
Florida
$615K -$93.9K -2,100 -13%
NB
1041
Northwest Bancshares
Pennsylvania
$614K -$3.31K -74 -0.5%
PWPS
1042
Pinnacle Wealth Planning Services
Ohio
$612K – – –
EWM
1043
Edge Wealth Management
New York
$609K -$14.3K -320 -2%
CFA
1044
Cahill Financial Advisors
Minnesota
$608K -$86.2K -1,928 -12%
SFC
1045
Strategic Financial Concepts
Texas
$607K -$415K -9,286 -40%
FMWA
1046
Forvis Mazars Wealth Advisors
Missouri
$606K -$17.4K -390 -3%
CFG
1047
Cooper Financial Group
California
$605K -$139K -3,110 -18%
SAM
1048
Seelaus Asset Management
New Jersey
$601K +$25.9K +580 +4%
SVWAG
1049
Sound View Wealth Advisors Group
Georgia
$599K +$37.2K +832 +6%
C1AG
1050
Client 1st Advisory Group
Florida
$597K -$151K -3,368 -20%
40 41
42
43 44