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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1101
Kane Investment Management
California
$548K -$33.9K -752 -6%
GGS
1102
Galvin Gaustad & Stein
Arizona
$547K -$18K -400 -3%
TAM
1103
TCP Asset Management
Ohio
$547K +$451 +10 +0.1%
SXL
1104
Summit X LLC
Missouri
$546K +$14.9K +330 +3%
CPG
1105
Cornerstone Planning Group
New Jersey
$546K +$7.12K +158 +1%
S
1106
SignatureFD
Georgia
$544K +$6.4K +142 +1%
DI
1107
Disciplined Investments
Oklahoma
$543K -$1.26M -27,890 -71%
1L
1108
10Elms LLP
Oklahoma
$541K +$39.7K +880 +8%
MWM
1109
Modera Wealth Management
New Jersey
$541K -$46.4K -1,030 -8%
CFG
1110
Carr Financial Group
Massachusetts
$540K -$90 -2 -0%
FI
1111
Finivi Inc
Massachusetts
$539K -$1.71K -38 -0.3%
OIA
1112
Optimum Investment Advisors
Illinois
$539K +$12.4K +276 +2%
BA
1113
Bristlecone Advisors
Washington
$536K +$32.5K +720 +7%
PWM
1114
Palumbo Wealth Management
New York
$536K -$3.16K -70 -0.6%
TFGT
1115
TS Financial Group (TSFG)
Illinois
$534K -$17.2K -382 -3%
WG
1116
Welch Group
Alabama
$533K -$641K -14,212 -55%
NB
1117
Northwest Bancshares
Pennsylvania
$532K – – –
CCWM
1118
Cassaday & Co Wealth Management
Virginia
$532K -$8.75K -194 -2%
UWS
1119
Unique Wealth Strategies
Illinois
$530K +$5.77K +128 +1%
WHC
1120
Wulff, Hansen & Co
California
$528K – – –
SS
1121
Sunbelt Securities
Texas
$527K -$390K -8,656 -43%
LWM
1122
Lodestone Wealth Management
Washington
$527K +$14.5K +322 +3%
FGWP
1123
Founders Grove Wealth Partners
Virginia
$527K +$30.2K +670 +6%
MCG
1124
McCollum Christoferson Group
New York
$527K +$37K +820 +8%
MWM
1125
Mascagni Wealth Management
Mississippi
$526K – – –
43 44
45
46 47