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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1251
Silvercrest Asset Management
New York
$399K -$29.6K -656 -7%
AA
1252
Auxano Advisors
Washington
$397K -$44.9K -996 -10%
JHC
1253
J. Hagan Capital
Kentucky
$396K +$417K +9,248 New
APP
1254
Avantax Planning Partners
Iowa
$395K +$48.2K +1,070 +15%
PFG
1255
Prosperity Financial Group
California
$394K +$43.7K +970 +13%
BOS
1256
Bank of Stockton
California
$392K -$102K -2,262 -21%
BBP
1257
Banco BTG Pactual
Brazil
$392K – – –
BBHC
1258
Brown Brothers Harriman & Co
New York
$391K +$200K +4,430 +112%
AP
1259
Americana Partners
Texas
$391K -$85.5K -1,896 -18%
UFF
1260
USA Financial Formulas
Michigan
$391K -$25K -554 -6%
CFO
1261
Collective Family Office
Pennsylvania
$385K -$144K -3,190 -28%
ACP
1262
Arcus Capital Partners
Georgia
$385K +$11.6K +258 +3%
ISFAN
1263
Investor's Fiduciary Advisor Network
Washington
$385K +$16.2K +360 +5%
CMAI
1264
Capital Management Associates Inc
Minnesota
$384K +$371K +8,222 New
AW
1265
Alteri Wealth
California
$384K -$46.4K -1,028 -11%
PWA
1266
PCG Wealth Advisors
Kansas
$383K -$1.99M -44,164 -84%
PCFFS
1267
Pacific Center for Financial Services
California
$382K +$334K +7,402 +969%
DFP
1268
Defined Financial Planning
California
$381K +$365K +8,098 New
FCA
1269
FLC Capital Advisors
California
$380K -$59.4K -1,318 -14%
BPWM
1270
Badgley Phelps Wealth Managers
Washington
$378K -$431K -9,552 -54%
KIG
1271
Kessler Investment Group
Indiana
$376K – – –
WWM
1272
Wolff Wiese Magana
California
$376K -$11.5K -254 -3%
LFASL
1273
Lugano Financial Advisors SA (LFA)
Switzerland
$375K – – –
AGA
1274
Arkos Global Advisors
Texas
$375K +$109K +2,412 +43%
CT
1275
Caldwell Trust
Florida
$374K +$23.4K +520 +7%
49 50
51
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