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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1026
Redwood Financial Network
Ohio
$651K -$83.7K -1,856 -12%
FPW
1027
Flywheel Private Wealth
California
$650K +$9.02K +200 +1%
FNBOH
1028
First National Bank of Hutchinson
Kansas
$645K +$70.4K +1,562 +13%
SSG
1029
Summit Securities Group
New York
$645K +$622K +13,800 New
NP
1030
NorthRock Partners
Minnesota
$639K +$111K +2,464 +22%
MAM
1031
Milestone Asset Management
Pennsylvania
$639K +$16.2K +360 +3%
TVM
1032
True Vision MN
Minnesota
$639K +$5.05K +112 +0.8%
SVWAG
1033
Sound View Wealth Advisors Group
Georgia
$638K -$4.78K -106 -0.8%
RFO
1034
RiverGlades Family Offices
Florida
$638K +$4.06K +90 +0.7%
DWM
1035
Denver Wealth Management
Colorado
$635K -$14.9K -330 -2%
1SB
1036
1ST Source Bank
Indiana
$634K – – –
CFG
1037
Cooper Financial Group
California
$634K +$4.96K +110 +0.8%
GT
1038
Glenview Trust
Kentucky
$634K +$15K +332 +3%
OFS
1039
OneAscent Financial Services
Alabama
$633K +$163K +3,618 +37%
HIP
1040
HUB Investment Partners
Texas
$631K -$105K -2,324 -15%
BWM
1041
Birchcreek Wealth Management
Ohio
$630K -$8.21K -182 -1%
AFO
1042
Allie Family Office
Florida
$629K +$11.7K +260 +2%
NG
1043
Norden Group
Utah
$629K +$36.3K +804 +6%
CI
1044
CX Institutional
Indiana
$629K -$15.4K -342 -2%
SIAP
1045
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$628K +$335K +7,434 +124%
SCM
1046
Spreng Capital Management
Ohio
$628K -$70.9K -1,572 -10%
FFB
1047
First Financial Bankshares
Texas
$626K +$604K +13,392 New
RSA
1048
River Street Advisors
Illinois
$625K +$32.1K +712 +6%
SAM
1049
Seelaus Asset Management
New Jersey
$624K -$107K -2,378 -15%
TWA
1050
Tandem Wealth Advisors
Arizona
$623K +$66.1K +1,466 +12%
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42
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