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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1201
Berger Financial Group
Minnesota
$454K +$451K +10,370 New
SCFS
1202
S.C. Financial Services
Arizona
$452K +$181K +4,152 +67%
IWA
1203
Intercontinental Wealth Advisors
Texas
$452K +$33.3K +766 +8%
WSTAM
1204
Wilbanks Smith & Thomas Asset Management
Virginia
$452K +$48.1K +1,104 +12%
WWM
1205
Wolff Wiese Magana
California
$451K -$50.1K -1,150 -10%
SCM
1206
Spreng Capital Management
Ohio
$451K +$69.7K +1,602 +18%
SFP
1207
Shepherd Financial Partners
Massachusetts
$450K +$1.83K +42 +0.4%
MSAGDF
1208
Moneda SA Administradora General de Fondos
Chile
$448K -$54.4K -1,250 -11%
AT
1209
American Trust
Kentucky
$447K +$6.44K +148 +1%
AIM
1210
Aspen Investment Management
Michigan
$447K -$44K -1,010 -9%
SFS
1211
Security Financial Services
Indiana
$447K -$47.4K -1,090 -10%
MFG
1212
Menard Financial Group
Texas
$446K -$291K -6,682 -40%
SSWM
1213
Strait & Sound Wealth Management
California
$446K +$431K +9,890 New
ECG
1214
Edge Capital Group
Georgia
$445K +$56.3K +1,294 +15%
MWM
1215
Mission Wealth Management
California
$443K +$170K +3,916 +63%
LGWM
1216
Litman Gregory Wealth Management
California
$441K – – –
AF
1217
Arrow Financial
New York
$440K -$21.4K -492 -5%
EWA
1218
Exencial Wealth Advisors
Oklahoma
$438K +$40.1K +922 +10%
LFM
1219
Lumina Fund Management
New York
$437K +$435K +10,000 New
PJSIMP
1220
P.J. Schmidt Investment Management (PJS)
Wisconsin
$433K +$431K +9,910 New
SWA
1221
SFMG Wealth Advisors
Texas
$433K +$13.1K +302 +3%
FMII
1222
Farmers & Merchants Investments Inc
Nebraska
$432K +$47.9K +1,100 +13%
WG
1223
Welch Group
Alabama
$431K – – –
APW
1224
Acima Private Wealth
Virginia
$431K -$54.4K -1,250 -11%
VPP
1225
Vertex Planning Partners
Illinois
$430K +$429K +9,844 New
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