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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1226
Ulland Investment Advisors
Minnesota
$382K – – –
SL
1227
Sentinus LLC
Illinois
$381K +$380K +8,531 New
BZWA
1228
Blue Zone Wealth Advisors
California
$381K +$7.13K +160 +2%
MWA
1229
Medallion Wealth Advisors
Connecticut
$381K +$50.1K +1,124 +15%
5W
1230
5T Wealth
California
$380K +$378K +8,491 New
AWA
1231
Ark Wealth Advisors
California
$380K +$378K +8,489 New
AA
1232
Auxano Advisors
Washington
$379K -$846 -19 -0.2%
ISFAN
1233
Investor's Fiduciary Advisor Network
Washington
$379K -$14.4K -324 -4%
BWP
1234
Baldwin Wealth Partners
Massachusetts
$379K -$140K -3,141 -27%
GAA
1235
Guardian Asset Advisors
Pennsylvania
$377K -$5.48K -123 -1%
SAM
1236
Seelaus Asset Management
New Jersey
$377K -$89.1K -2,000 -19%
RI
1237
Ruggiero Investments
Florida
$377K +$375K +8,427 New
PFA
1238
Perryman Financial Advisory
Texas
$377K +$375K +8,424 New
HI
1239
Hyundai Investments
South Korea
$376K +$373K +8,366 New
LWM
1240
LJI Wealth Management
Indiana
$375K – – –
HA
1241
Hegarty Advisors
New York
$372K +$371K +8,328 New
GFP
1242
Gryphon Financial Partners
Ohio
$371K -$29.9K -672 -7%
BGAI
1243
Bruce G. Allen Investments
Colorado
$370K +$5.92K +133 +2%
KWM
1244
KW Wealth Management
California
$369K +$19.7K +442 +6%
MCA
1245
McGuire Capital Advisors
Oklahoma
$369K +$368K +8,254 New
SIAG
1246
Safeguard Investment Advisory Group
California
$368K +$5.48K +123 +2%
MW
1247
Members Wealth
Pennsylvania
$367K – – –
KFA
1248
Kapstone Financial Advisors
Ohio
$366K -$32.7K -734 -8%
CD
1249
Chapin Davis
Maryland
$364K +$490 +11 +0.1%
GCM
1250
Gambit Capital Management
Tennessee
$364K +$362K +8,137 New
48 49
50
51 52