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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1126
Versant Capital Management
Arizona
$2K – – –
WOC
1127
West Oak Capital
California
$2K +$1.85K +80 New
HI
1128
Hoey Investments
Pennsylvania
$2K +$1.98K +86 New
BCWM
1129
Bartlett & Co Wealth Management
Ohio
$1.72K – – –
FI
1130
FormulaFolio Investments
Michigan
$1K -$1.09M -47,182 -100%
CWA
1131
Carolina Wealth Advisors
South Carolina
$1K -$369 -16 -32%
IWP
1132
IAG Wealth Partners
Wisconsin
$1K – – –
IWMA
1133
Ironwood Wealth Management (Arizona)
Arizona
$1K – – –
PP
1134
Pacifica Partners
Canada
$1K – – –
CA
1135
Crewe Advisors
Utah
$1K +$323 +14 +70%
HH
1136
HWG Holdings
Texas
$1K +$692 +30 New
FA
1137
Fortis Advisors
Pennsylvania
$1K +$738 +32 New
HI
1138
Human Investing
Oregon
$1K +$738 +32 New
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$1K +$877 +38 New
PA
1140
Perennial Advisors
New York
$1K +$1.15K +50 New
PAI
1141
Pittenger & Anderson Inc
Nebraska
$1K +$1.15K +50 New
WIM
1142
Westside Investment Management
California
$93 +$38.1K +1,650 +76%
AP
1143
Antipodes Partners
Australia
– -$58.7M -3,095,254 Closed
AIA
1144
Avalon Investment & Advisory
Texas
– -$57M -3,005,420 Closed
DA
1145
Duality Advisers
Florida
– -$23.1M -1,220,568 Closed
QIM
1146
Quantitative Investment Management
Virginia
– -$21.9M -1,153,844 Closed
SCCM
1147
Schafer Cullen Capital Management
New York
– -$16.6M -874,090 Closed
CA
1148
CastleArk Alternatives
Illinois
– -$14.5M -766,000 Closed
SA
1149
Sicart Associates
New York
– -$10.8M -567,400 Closed
MWNA
1150
Marshall Wace North America
New York
– -$6.82M -359,890 Closed
44 45
46
47 48