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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1151
Princeton Global Asset Management
New Jersey
$342K – – –
TI
1152
tru Independence
Oregon
$340K -$273K -7,230 -43%
LFGH
1153
Lee Financial Group Hawaii
Hawaii
$340K -$227 -6 -0.1%
ATC
1154
Argent Trust Co
Tennessee
$340K – – –
HCM
1155
Hengehold Capital Management
Ohio
$340K +$151 +4 +0%
NWM
1156
Northwest Wealth Management
Iowa
$340K +$151 +4 +0%
SFWC
1157
Strategic Family Wealth Counselors
New Jersey
$339K +$11.5K +304 +3%
RMCM
1158
Reynders McVeigh Capital Management
Massachusetts
$338K -$11.3K -300 -3%
BOTW
1159
Bank of the West
California
$336K -$42K -1,110 -11%
KFI
1160
Key Financial Inc
Pennsylvania
$336K – – –
RFA
1161
Resurgent Financial Advisors
Georgia
$336K +$353K +9,338 New
CS
1162
Capital Square
Tennessee
$335K -$2.19K -58 -0.6%
GFP
1163
Gryphon Financial Partners
Ohio
$334K -$29.6K -784 -8%
MG
1164
Mather Group
Illinois
$333K -$908 -24 -0.3%
UCIG
1165
Ulrich Consultants & Investment Group
New Mexico
$333K – – –
DCM
1166
Dimension Capital Management
Florida
$333K +$68.5K +1,810 +24%
WSTAM
1167
Wilbanks Smith & Thomas Asset Management
Virginia
$332K -$66.6K -1,760 -16%
SIC
1168
Shoker Investment Counsel
Ohio
$332K -$3.33K -88 -0.9%
GWA
1169
GGM Wealth Advisors
Maryland
$331K +$287K +7,586 New
KW
1170
KWB Wealth
California
$330K -$285K -7,534 -45%
IWN
1171
Independent Wealth Network
Iowa
$330K -$127K -3,354 -27%
AAM
1172
Augustine Asset Management
Florida
$328K – – –
EWA
1173
Exencial Wealth Advisors
Oklahoma
$328K +$46.1K +1,220 +15%
AA
1174
Auxano Advisors
Washington
$328K +$345K +9,112 New
WP
1175
Wealthspan Partners
Iowa
$325K +$341K +9,012 New
45 46
47
48 49