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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1051
Interchange Capital Partners
Pennsylvania
$561K -$78.4K -1,760 -12%
CL
1052
COWA LLC
Oklahoma
$560K -$27.3K -612 -5%
IA
1053
Insight Advisors
Pennsylvania
$557K -$259K -5,816 -32%
E
1054
Entelevest
Florida
$553K +$551K +12,369 New
SIA
1055
SeaBridge Investment Advisors
New Jersey
$552K -$713 -16 -0.1%
TCMP
1056
Thrive Capital Management (Pennsylvania)
Pennsylvania
$552K -$163K -3,659 -23%
RMC
1057
Resources Management Corp
Connecticut
$551K -$15K -336 -3%
BFG
1058
Berger Financial Group
Minnesota
$549K -$25.7K -577 -4%
Simplicity Wealth
1059
Simplicity Wealth
New Jersey
$547K -$165K -3,712 -23%
LI
1060
LRI Investments
Florida
$546K – – –
PFA
1061
Pathway Financial Advisors
Vermont
$545K – – –
FCFC
1062
First Citizens Financial Corp
Iowa
$544K +$14.4K +324 +3%
SP
1063
Successful Portfolios
Florida
$543K +$180K +4,045 +53%
RWB
1064
RMR Wealth Builders
New Jersey
$540K -$187K -4,197 -26%
BWA
1065
Beam Wealth Advisors
Louisiana
$539K +$537K +12,050 New
CT
1066
Chicago Trust
Illinois
$537K -$46.8K -1,050 -8%
MC
1067
Mathes Company
New York
$537K – – –
FMN
1068
Financial Management Network
California
$536K +$2.09K +47 +0.4%
RA
1069
Ransom Advisory
Rhode Island
$535K +$533K +11,960 New
BAM
1070
Berkshire Asset Management
Pennsylvania
$535K – – –
MCM
1071
MV Capital Management
Maryland
$532K +$2.58K +58 +0.5%
TFA
1072
TrustWell Financial Advisors
Florida
$530K +$528K +11,860 New
LWM
1073
Lodestone Wealth Management
Washington
$529K -$24.6K -552 -4%
BOM
1074
Bank of Marin
California
$525K -$5.52K -124 -1%
Atomi Financial Group
1075
Atomi Financial Group
New York
$523K +$131K +2,934 +33%