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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1101
Wulff, Hansen & Co
California
$479K – – –
SWM
1102
Selective Wealth Management
Virginia
$479K -$10.5K -252 -2%
GAM
1103
GEM Asset Management
Michigan
$479K +$3.92K +94 +0.9%
CFA
1104
Cahill Financial Advisors
Minnesota
$479K -$173K -4,164 -27%
RF
1105
Rossby Financial
Florida
$478K +$20.2K +484 +4%
KFA
1106
Kapstone Financial Advisors
Ohio
$478K -$193K -4,642 -29%
PWM
1107
Palumbo Wealth Management
New York
$476K -$10.5K -252 -2%
MW
1108
MBL Wealth
North Carolina
$475K -$115K -2,750 -20%
MCG
1109
McCollum Christoferson Group
New York
$469K -$8.33K -200 -2%
PAM
1110
Peak Asset Management
Colorado
$469K – – –
LSA
1111
Lion Street Advisors
Texas
$468K -$5.83K -140 -1%
CIC
1112
Chase Investment Counsel
Virginia
$467K +$459K +11,026 New
LF
1113
Lighthouse Financial
Florida
$466K – – –
BI
1114
Bramshill Investments
Florida
$466K +$41.6K +1,000 +10%
LWM
1115
Lighthouse Wealth Management
Ohio
$466K -$9K -216 -2%
FI
1116
Finivi Inc
Massachusetts
$464K -$24.5K -588 -5%
CPA
1117
Court Place Advisors
Maryland
$464K -$9.16K -220 -2%
WCP
1118
Wealthcare Capital Partners
Pennsylvania
$460K +$4.33K +104 +1%
RIA
1119
RPG Investment Advisory
California
$460K -$484K -11,612 -52%
TFGT
1120
TS Financial Group (TSFG)
Illinois
$457K -$26.7K -642 -6%
NB
1121
Northwest Bancshares
Pennsylvania
$457K -$25.6K -614 -5%
S
1122
SignatureFD
Georgia
$456K -$36.7K -882 -8%
SAI
1123
Savvy Advisors Inc
New York
$456K +$117K +2,812 +35%
FA
1124
Fountainhead AM
New Jersey
$454K -$20.8K -500 -4%
RF
1125
Roxbury Financial
New Jersey
$453K -$176K -4,224 -28%
43 44
45
46 47