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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBC
1151
Pavion Blue Capital
California
$790K -$122K -2,278 -15%
MAC
1152
Mason & Associates (California)
California
$789K -$15.4K -288 -2%
BFA
1153
Beacon Financial Advisory
Ohio
$785K -$21.1K -393 -3%
SSWM
1154
Strait & Sound Wealth Management
California
$781K +$78.2K +1,457 +13%
Donaldson Capital Management
1155
Donaldson Capital Management
Indiana
$780K -$9.49K -177 -1%
SCP
1156
Stamos Capital Partners
California
$780K -$1.23M -22,876 -64%
WC
1157
Waterloo Capital
Texas
$780K +$683K +12,731 New
TDB
1158
Thompson David Blair
$779K +$429 +8 +0.1%
LCWP
1159
Legacy Capital Wealth Partners
Arkansas
$778K +$74.2K +1,384 +12%
WesBanco Bank
1160
WesBanco Bank
West Virginia
$776K +$112K +2,097 +20%
BA
1161
Ballew Advisors
Mississippi
$769K +$11.5K +215 +2%
MPW
1162
MGO Private Wealth
California
$768K -$1.65M -30,819 -71%
LWM
1163
Lodestone Wealth Management
Washington
$767K +$37.2K +693 +6%
CL
1164
COWA LLC
Oklahoma
$767K – – –
AOWM
1165
Asset One Wealth Management
Washington
$762K -$54.7K -1,020 -7%
Laird Norton Wetherby Trust Company
1166
Laird Norton Wetherby Trust Company
Washington
$762K -$195K -3,640 -23%
MWM
1167
Meadowbrook Wealth Management
New York
$762K +$167K +3,111 +33%
SFWA
1168
Summit Financial Wealth Advisors
Louisiana
$762K -$2.13M -39,687 -76%
SIA
1169
SeaBridge Investment Advisors
New Jersey
$756K -$858 -16 -0.1%
RWMG
1170
Redwood Wealth Management Group
New Jersey
$755K +$179K +3,332 +37%
IA
1171
Insight Advisors
Pennsylvania
$752K -$10.3K -192 -2%
TCTC Holdings
1172
TCTC Holdings
Texas
$748K -$42.9K -800 -6%
LI
1173
LRI Investments
Florida
$748K – – –
FCFC
1174
First Citizens Financial Corp
Iowa
$745K -$161 -3 -0%
Venture Visionary Partners
1175
Venture Visionary Partners
Ohio
$741K -$30.3K -564 -4%