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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1126
ProVise Management Group
Florida
$590K +$22K +472 +4%
FA
1127
Faithward Advisors
Pennsylvania
$586K +$117K +2,514 +24%
OCPWS
1128
One Charles Private Wealth Services
Massachusetts
$584K +$67.4K +1,448 +13%
SVWAG
1129
Sound View Wealth Advisors Group
Georgia
$583K +$4.38K +94 +0.7%
IVP
1130
Intrinsic Value Partners
Arizona
$583K +$9.31K +200 +2%
AF
1131
Advisornet Financial
Minnesota
$581K +$48.7K +1,046 +9%
BAM
1132
Berkshire Asset Management
Pennsylvania
$581K – – –
EFMC
1133
Empire Financial Management Company
New York
$581K -$102K -2,200 -15%
GAG
1134
GM Advisory Group
New York
$575K -$6.8K -146 -1%
HC
1135
Hara Capital
Washington
$574K +$93 +2 +0%
NG
1136
Norden Group
Utah
$574K – – –
9WM
1137
9258 Wealth Management
Ohio
$574K +$1.3K +28 +0.2%
RC
1138
Rovin Capital
Arizona
$573K +$24.3K +522 +4%
CT
1139
Chicago Trust
Illinois
$572K – – –
ST
1140
Sageworth Trust
Pennsylvania
$570K – – –
TW
1141
Towerpoint Wealth
California
$567K -$23K -494 -4%
TWA
1142
Tandem Wealth Advisors
Arizona
$566K -$4.84K -104 -0.8%
WCA
1143
Westover Capital Advisors
Delaware
$565K +$578K +12,400 New
IFS
1144
Ifrah Financial Services
Arkansas
$564K -$11.2K -240 -2%
EMAM
1145
Encompass More Asset Management
California
$564K +$49.7K +1,066 +9%
GFA
1146
Gallagher Fiduciary Advisors
Illinois
$562K -$17K -364 -3%
EFP
1147
Elser Financial Planning
Indiana
$559K +$571K +12,258 New
FNBOH
1148
First National Bank of Hutchinson
Kansas
$558K +$838 +18 +0.1%
EGA
1149
Eagle Global Advisors
Texas
$558K -$924K -19,830 -62%
SAM
1150
Sequent Asset Management
Texas
$558K +$39.6K +850 +7%
44 45
46
47 48