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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Ameliora Wealth Management
Switzerland
$491K -$741K -17,336 -59%
WP
1102
WealthShield Partners
North Carolina
$490K +$15K +350 +3%
SEP
1103
Southland Equity Partners
Missouri
$488K – – –
FH
1104
FWG Holdings
Florida
$485K -$42.8K -1,000 -8%
BFG
1105
Bouchey Financial Group
New York
$481K +$51.6K +1,208 +12%
CASB
1106
Cape Ann Savings Bank
Massachusetts
$477K -$2.14K -50 -0.4%
WHC
1107
Wulff, Hansen & Co
California
$476K – – –
SFP
1108
Shepherd Financial Partners
Massachusetts
$475K +$50.3K +1,176 +11%
MGIA
1109
Moneta Group Investment Advisors
Missouri
$470K -$58.7K -1,374 -11%
CWM
1110
Collaborative Wealth Management
Florida
$469K +$2.39K +56 +0.5%
FFWM
1111
Future Financial Wealth Management
Ohio
$469K -$845K -19,756 -65%
BJL
1112
Brighton Jones LLC
Washington
$466K +$181K +4,242 +61%
SDAM
1113
Shulman DeMeo Asset Management
New York
$463K -$5.47K -128 -1%
BFS
1114
Bard Financial Services
Connecticut
$460K -$60.7K -1,420 -11%
BFG
1115
Berger Financial Group
Minnesota
$459K +$30.7K +718 +7%
SAM
1116
SignalPoint Asset Management
Missouri
$459K +$25K +584 +6%
BMCM
1117
Burns Matteson Capital Management
New York
$459K +$58.4K +1,366 +14%
PTP
1118
Platform Technology Partners
New York
$459K -$263K -6,148 -36%
FCC
1119
Florin Court Capital
United Kingdom
$456K -$11.2M -261,000 -96%
GCP
1120
Gill Capital Partners
Colorado
$456K -$48.1K -1,124 -9%
AT
1121
American Trust
Kentucky
$455K +$32.4K +758 +7%
LSA
1122
Lion Street Advisors
Texas
$453K +$468K +10,944 New
ECG
1123
Edge Capital Group
Georgia
$453K +$33.1K +774 +8%
AWM
1124
Aprio Wealth Management
Georgia
$453K -$5.25M -122,690 -92%
UCIG
1125
Ulrich Consultants & Investment Group
New Mexico
$451K – – –
43 44
45
46 47