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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1101
AFG Fiduciary Services
Massachusetts
$595K +$65.8K +1,540 +12%
HCMT
1102
Highland Capital Management (Tennessee)
Tennessee
$593K +$2.74K +64 +0.5%
PWS
1103
Peterson Wealth Services
Utah
$592K +$604K +14,116 New
GGS
1104
Galvin Gaustad & Stein
Arizona
$591K -$12.8K -300 -2%
SW
1105
SVB Wealth
Massachusetts
$590K -$1.7M -39,780 -74%
OBWG
1106
Onyx Bridge Wealth Group
New York
$588K -$6.64M -155,364 -92%
PWPS
1107
Pinnacle Wealth Planning Services
Ohio
$585K – – –
SBIA
1108
Sheaff Brock Investment Advisors
Indiana
$584K +$1.88K +44 +0.3%
WIM
1109
Westside Investment Management
California
$584K +$9.15K +214 +2%
DI
1110
DAGCO Inc
Ohio
$581K +$592K +13,850 New
DWS
1111
Dynamic Wealth Strategies
California
$581K +$592K +13,850 New
SFG
1112
Sovereign Financial Group
Connecticut
$580K +$65.5K +1,532 +12%
ECA
1113
Elevated Capital Advisors
Utah
$579K +$291K +6,796 +97%
VAM
1114
Vienna Asset Management
California
$579K +$584K +13,664 New
BOS
1115
Bank of Stockton
California
$579K -$11.5K -270 -2%
BOM
1116
Bank of Marin
California
$578K -$13.5K -316 -2%
BMWM
1117
Brown Miller Wealth Management
Virginia
$577K +$31.6K +740 +6%
SAM
1118
SignalPoint Asset Management
Missouri
$574K +$12K +280 +2%
GWP
1119
Gateway Wealth Partners
Wisconsin
$574K -$141K -3,304 -19%
FH
1120
FWG Holdings
Florida
$571K -$1.28K -30 -0.2%
SAM
1121
Smartleaf Asset Management
Massachusetts
$570K +$580K +13,560 New
FPCP
1122
Fort Point Capital Partners
California
$569K +$599 +14 +0.1%
NYLIM
1123
New York Life Investment Management
New York
$568K +$579K +13,552 New
NP
1124
NorthRock Partners
Minnesota
$566K +$107K +2,508 +23%
OCPWS
1125
One Charles Private Wealth Services
Massachusetts
$565K +$230K +5,390 +67%
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