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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1226
LJI Wealth Management
Indiana
$364K +$58.8K +1,412 +20%
ACA
1227
Affinity Capital Advisors
California
$364K -$417K -10,002 -54%
Old Mission Capital
1228
Old Mission Capital
Illinois
$364K +$357K +8,574 New
Mather Group
1229
Mather Group
Illinois
$362K -$84.5K -2,028 -19%
BZWA
1230
Blue Zone Wealth Advisors
California
$362K -$8K -192 -2%
AA
1231
Auxano Advisors
Washington
$360K +$167 +4 +0%
V
1232
VeraBank
Texas
$359K +$352K +8,460 New
ACP
1233
Arcus Capital Partners
Georgia
$358K +$7.66K +184 +2%
TFA
1234
Teamwork Financial Advisors
Texas
$356K -$14.9K -358 -4%
Circle Wealth Management
1235
Circle Wealth Management
New Jersey
$355K -$373K -8,956 -52%
CFG
1236
Carr Financial Group
Massachusetts
$351K -$136K -3,274 -28%
TWM
1237
Tradition Wealth Management
Minnesota
$350K -$121K -2,900 -26%
WCM
1238
WealthBridge Capital Management
Ohio
$348K -$306K -7,338 -47%
CT
1239
Caldwell Trust
Florida
$348K +$8.66K +208 +3%
AGA
1240
Arkos Global Advisors
Texas
$348K +$7.75K +186 +2%
SIAG
1241
Safeguard Investment Advisory Group
California
$347K +$16.2K +388 +5%
MWA
1242
Medallion Wealth Advisors
Connecticut
$346K -$38.5K -924 -10%
FCA
1243
FLC Capital Advisors
California
$345K – – –
QRG Capital Management
1244
QRG Capital Management
Illinois
$344K +$26.4K +634 +8%
BGAI
1245
Bruce G. Allen Investments
Colorado
$344K -$31.4K -754 -9%
FAT
1246
First American Trust
California
$343K -$58.1K -1,396 -15%
B
1247
Bensler
Washington
$342K -$24.7K -594 -7%
WP
1248
WealthPLAN Partners
Nebraska
$341K +$75K +1,800 +29%
KIG
1249
Kessler Investment Group
Indiana
$341K – – –
BOS
1250
Bank of Stockton
California
$341K -$15K -360 -4%