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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1301
Core Wealth Partners
California
$328K -$20.7K -474 -6%
GFP
1302
Gryphon Financial Partners
Ohio
$328K +$175 +4 +0.1%
PWS
1303
Private Wealth Strategies
Ohio
$327K +$2.36K +54 +0.8%
SMA
1304
Sage Mountain Advisors
Georgia
$327K – – –
NAS
1305
NWF Advisory Services
California
$326K +$35K +800 +12%
KCFA
1306
Key Client Fiduciary Advisors
New Jersey
$324K -$39.3K -898 -11%
KIG
1307
Kessler Investment Group
Indiana
$324K +$124K +2,834 +66%
CDH
1308
Charles D. Hyman
$323K – – –
PMA
1309
Prudent Man Advisors
Illinois
$321K – – –
OIA
1310
Optimum Investment Advisors
Illinois
$319K +$14.5K +332 +5%
LCGC
1311
Legacy Capital Group California
California
$318K +$5.95K +136 +2%
ECA
1312
Elevated Capital Advisors
Utah
$318K +$73.9K +1,688 +32%
KWA
1313
Kellett Wealth Advisors
Ohio
$315K +$305K +6,980 New
LFA
1314
Laraway Financial Advisors
Minnesota
$315K -$6.3K -144 -2%
SDWMA
1315
Schneider Downs Wealth Management Advisors
Pennsylvania
$313K +$66.8K +1,526 +28%
FMII
1316
Farmers & Merchants Investments Inc
Nebraska
$312K -$80.2K -1,834 -21%
PA
1317
PSI Advisors
Florida
$312K +$17.1K +390 +6%
WE
1318
Wealth Effects
Massachusetts
$312K -$6.3K -144 -2%
BA
1319
Bluesphere Advisors
Pennsylvania
$311K +$301K +6,874 New
WPWM
1320
Windward Private Wealth Management
Kansas
$310K -$59.7K -1,364 -17%
CSWM
1321
Cassady Schiller Wealth Management
Ohio
$309K +$35K +800 +13%
CWM
1322
Circle Wealth Management
New Jersey
$309K +$55.4K +1,266 +23%
SP
1323
Successful Portfolios
Florida
$309K +$8.75K +200 +3%
AWM
1324
Atticus Wealth Management
Florida
$308K +$163K +3,716 +120%
FRM
1325
Fox Run Management
Connecticut
$307K -$2.96M -67,600 -91%
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