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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
1051
Hudson Value Partners
Florida
$734K – – –
MAC
1052
Mason & Associates (California)
California
$734K +$52.5K +1,128 +8%
PJSIMP
1053
P.J. Schmidt Investment Management (PJS)
Wisconsin
$730K +$74K +1,588 +11%
VM
1054
VPR Management
Texas
$729K – – –
WB
1055
Webster Bank
Connecticut
$726K +$48.5K +1,042 +7%
BFG
1056
Berger Financial Group
Minnesota
$724K -$40.1K -862 -5%
WFAG
1057
Worth Financial Advisory Group
North Carolina
$721K +$5.87K +126 +0.8%
CFA
1058
Cahill Financial Advisors
Minnesota
$719K -$145K -3,118 -16%
WCM
1059
WealthBridge Capital Management
Ohio
$719K +$113K +2,420 +18%
KCM
1060
Kanawha Capital Management
Virginia
$717K -$6.43K -138 -0.9%
LPAM
1061
Lodestar Private Asset Management
California
$717K +$28.9K +620 +4%
BMWM
1062
Brown Miller Wealth Management
Virginia
$714K +$42.1K +904 +6%
IP
1063
Ignite Planners
California
$711K -$31.2K -670 -4%
ST
1064
Spinnaker Trust
Maine
$711K – – –
CAM
1065
Cozad Asset Management
Illinois
$711K -$90.8K -1,950 -11%
GSIAS
1066
Garden State Investment Advisory Services
New Jersey
$709K -$2.24K -48 -0.3%
GF
1067
Gries Financial
Ohio
$705K -$7.45K -160 -1%
NFA
1068
Northwest Financial Advisors
Virginia
$703K +$2.33K +50 +0.3%
GWM
1069
Greenwich Wealth Management
Connecticut
$703K -$9.22K -198 -1%
CWM
1070
Circle Wealth Management
New Jersey
$702K +$2.42K +52 +0.3%
NL
1071
NVWM LLC
Pennsylvania
$702K -$179K -3,848 -20%
SFC
1072
SYM Financial Corp
Indiana
$699K +$29.4K +632 +4%
MAM
1073
Milestone Asset Management
Pennsylvania
$697K -$158K -3,384 -18%
PTP
1074
Platform Technology Partners
New York
$696K +$711K +15,270 New
QPWM
1075
Quadrant Private Wealth Management
Pennsylvania
$692K – – –
41 42
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