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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1226
Lodestone Wealth Management
Washington
$486K +$23.8K +554 +6%
AWM
1227
Accurate Wealth Management
Florida
$484K -$138K -3,206 -24%
BCV
1228
Banque Cantonale Vaudoise
Switzerland
$483K -$26K -606 -6%
UWS
1229
Unique Wealth Strategies
Illinois
$483K +$439K +10,224 New
LWA
1230
Lantern Wealth Advisors
New York
$478K -$26.3K -612 -6%
SW
1231
SlateStone Wealth
Florida
$478K -$14.8K -344 -3%
AG
1232
Ascent Group
Virginia
$478K +$435K +10,124 New
BC
1233
Belmont Capital
California
$477K +$17K +396 +4%
CPRC
1234
Consolidated Portfolio Review Corp
New York
$477K +$434K +10,108 New
FSA
1235
Fort Sheridan Advisors
Illinois
$474K +$47.7K +1,110 +12%
KCFA
1236
Key Client Fiduciary Advisors
New Jersey
$473K +$103K +2,396 +31%
FRM
1237
Fox Run Management
Connecticut
$472K +$430K +10,000 New
NWM
1238
Northwest Wealth Management
Iowa
$470K +$86 +2 +0%
CT
1239
Coastline Trust
Rhode Island
$468K +$425K +9,904 New
CHC
1240
City Holding Co
West Virginia
$466K -$4.29K -100 -1%
VCM
1241
Vivaldi Capital Management
Illinois
$465K +$5.5K +128 +1%
O3W
1242
Omni 360 Wealth
New Jersey
$465K +$53.1K +1,236 +14%
APW
1243
Acima Private Wealth
Virginia
$465K – – –
WSC
1244
Wellington Shields & Co
New York
$463K -$60.1K -1,400 -13%
BPCA
1245
Bank Pictet & Cie (Asia)
Singapore
$463K – – –
IC
1246
Inscription Capital
Texas
$462K +$420K +9,784 New
JSL
1247
JT Stratford LLC
Georgia
$462K -$2.07M -48,268 -83%
OWM
1248
OneAscent Wealth Management
Alabama
$460K -$353K -8,222 -46%
CC
1249
Cultivar Capital
Texas
$460K -$238K -5,540 -36%
SDAM
1250
Shulman DeMeo Asset Management
New York
$459K -$11K -256 -3%
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