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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
1201
Brown Brothers Harriman & Co
New York
$694K – – –
FPW
1202
Flywheel Private Wealth
California
$694K – – –
BPWM
1203
Badgley Phelps Wealth Managers
Washington
$693K +$229K +4,260 +60%
SAM
1204
Sequent Asset Management
Texas
$693K +$75.7K +1,412 +14%
BWA
1205
Beam Wealth Advisors
Louisiana
$693K -$40K -745 -6%
LCGC
1206
Legacy Capital Group California
California
$692K +$109K +2,025 +22%
ICP
1207
Interchange Capital Partners
Pennsylvania
$688K -$278K -5,176 -41%
FMN
1208
Financial Management Network
California
$687K +$12.8K +239 +2%
CHAM
1209
Clear Harbor Asset Management
Connecticut
$686K +$601K +11,206 New
SMDAM
1210
Sumitomo Mitsui DS Asset Management
Japan
$686K +$601K +11,195 New
BCMIO
1211
Beacon Capital Management Inc (Ohio)
Ohio
$685K -$1.32M -24,535 -69%
BFG
1212
Berger Financial Group
Minnesota
$683K -$60.9K -1,135 -9%
LWM
1213
Lighthouse Wealth Management
Ohio
$682K +$16.3K +304 +3%
LK
1214
Lumbard & Kellner
New Hampshire
$681K +$13.5K +252 +2%
PWMAG
1215
Pinnacle Wealth Management Advisory Group
New Jersey
$680K +$224K +4,182 +60%
SP
1216
Successful Portfolios
Florida
$680K -$33.3K -620 -5%
DI
1217
Disciplined Investments
Oklahoma
$679K – – –
PAM
1218
Peak Asset Management
Colorado
$678K – – –
HA
1219
Helium Advisors
Washington
$676K +$301K +5,617 +104%
FSA
1220
Fort Sheridan Advisors
Illinois
$674K +$41.1K +766 +7%
PCS
1221
Private Client Services
Kentucky
$671K +$127K +2,365 +28%
APA
1222
Astoria Portfolio Advisors
New York
$670K -$181K -3,381 -22%
TVM
1223
True Vision MN
Minnesota
$669K -$124K -2,313 -17%
MW
1224
MBL Wealth
North Carolina
$668K – – –
FI
1225
Finivi Inc
Massachusetts
$666K +$47.2K +880 +9%
47 48
49
50 51