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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
1301
Evelyn V. Moreno
$232K – – –
GAG
1302
Goodman Advisory Group
Massachusetts
$230K +$258K +6,438 New
PFT
1303
Providence First Trust
Arizona
$229K -$16K -400 -6%
PBT
1304
Pictet Bank & Trust
Bahamas
$229K – – –
FAM
1305
Flaharty Asset Management
Florida
$228K – – –
MWAM
1306
Manhattan West Asset Management
California
$228K +$256K +6,376 New
TI
1307
Truepoint Inc
Ohio
$228K +$256K +6,382 New
CC
1308
Constitution Capital
Connecticut
$227K -$24.1K -600 -9%
CC
1309
Cypress Capital
Tennessee
$226K -$9.23K -230 -4%
NAS
1310
Nicolet Advisory Services
Wisconsin
$226K +$2.41K +60 +0.9%
SGCA
1311
Steel Grove Capital Advisors
Tennessee
$226K +$22.9K +570 +10%
MIM
1312
Moseley Investment Management
Florida
$225K +$252K +6,280 New
APA
1313
Astoria Portfolio Advisors
New York
$223K -$26.6K -664 -10%
BPWM
1314
Badgley Phelps Wealth Managers
Washington
$222K -$211K -5,270 -46%
SCFS
1315
S.C. Financial Services
Arizona
$221K – – –
MWM
1316
Mission Wealth Management
California
$221K +$7.38K +184 +3%
CCP
1317
Corient Capital Partners
California
$220K +$246K +6,140 New
GC
1318
GFG Capital
Florida
$219K – – –
CWC
1319
Carolinas Wealth Consulting
North Carolina
$218K -$105K -2,618 -30%
KCFA
1320
Key Client Fiduciary Advisors
New Jersey
$218K +$1.85K +46 +0.8%
SEP
1321
Southland Equity Partners
Missouri
$218K +$244K +6,092 New
CFO
1322
CVA Family Office
Colorado
$217K +$50.6K +1,260 +26%
CCA
1323
Column Capital Advisors
Indiana
$217K +$243K +6,064 New
GCA
1324
Gradient Capital Advisors
California
$217K +$243K +6,064 New
ISWM
1325
Independent Solutions Wealth Management
New York
$216K -$6.1K -152 -2%
51 52
53
54 55