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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1151
NorthRock Partners
Minnesota
$497K +$481K +11,000 New
RW
1152
REDW Wealth
New Mexico
$496K -$59.4K -1,358 -11%
DI
1153
Disciplined Investments
Oklahoma
$495K +$3.33K +76 +0.7%
SAM
1154
Seelaus Asset Management
New Jersey
$492K +$52.5K +1,200 +12%
LA
1155
LexAurum Advisors
Kansas
$490K -$22.3K -510 -4%
MWM
1156
Modera Wealth Management
New Jersey
$486K -$44.3K -1,012 -9%
SFWA
1157
Summit Financial Wealth Advisors
Louisiana
$484K +$160K +3,660 +46%
HIP
1158
HUB Investment Partners
Texas
$479K +$77.5K +1,772 +20%
CMANY
1159
Capital Management Associates (New York)
New York
$477K -$11.4K -260 -2%
SEP
1160
Southland Equity Partners
Missouri
$476K +$4.64K +106 +1%
BFG
1161
Bouchey Financial Group
New York
$475K – – –
PC
1162
Permanens Capital
New York
$475K +$459K +10,500 New
RCAG
1163
Rehmann Capital Advisory Group
Michigan
$473K +$15.7K +358 +4%
TW
1164
Towerpoint Wealth
California
$471K +$88 +2 +0%
AFO
1165
Allie Family Office
Florida
$469K -$114K -2,610 -20%
FFA
1166
First Foundation Advisors
California
$469K +$224K +5,120 +97%
CASB
1167
Cape Ann Savings Bank
Massachusetts
$468K -$36.8K -840 -8%
EFL
1168
ERn Financial LLC
Wisconsin
$467K +$452K +10,340 New
CBT
1169
Central Bank & Trust
Kentucky
$465K -$186K -4,248 -29%
TCWM
1170
Total Clarity Wealth Management
Illinois
$462K -$195K -4,448 -30%
MAM
1171
Milestone Asset Management
Pennsylvania
$462K +$456K +10,426 New
CTB
1172
Country Trust Bank
Illinois
$460K +$12.3K +282 +3%
JFG
1173
JMG Financial Group
Illinois
$459K +$50.4K +1,152 +13%
LGWM
1174
Litman Gregory Wealth Management
California
$455K – – –
CPG
1175
Cornerstone Planning Group
New Jersey
$454K +$190K +4,342 +76%
45 46
47
48 49