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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1301
J. Safra Sarasin Holding
$392K – – –
WPW
1302
Watershed Private Wealth
Illinois
$391K – – –
LWA
1303
Lantern Wealth Advisors
New York
$390K -$19.2K -422 -4%
WSFG
1304
Wall Street Financial Group
Illinois
$390K -$1.3M -28,682 -76%
SIC
1305
Shoker Investment Counsel
Ohio
$390K +$364 +8 +0.1%
MP
1306
McDonald Partners
Ohio
$388K +$11.6K +256 +3%
CHC
1307
City Holding Co
West Virginia
$387K -$9K -198 -2%
BPWM
1308
Black Point Wealth Management
Florida
$387K +$727 +16 +0.2%
MCM
1309
MV Capital Management
Maryland
$387K +$21.3K +468 +5%
RWM
1310
Ritholtz Wealth Management
New York
$385K -$4.09K -90 -1%
B
1311
Bensler
Washington
$385K +$8.82K +194 +2%
MAM
1312
MMA Asset Management
Pennsylvania
$383K -$957K -21,054 -70%
CWL
1313
Causey Wealth LLC
Colorado
$382K +$405K +8,914 New
UFF
1314
USA Financial Formulas
Michigan
$382K +$405K +8,912 New
ALC
1315
Alexander Labrunerie & Co
Missouri
$381K – – –
TWP
1316
Tempus Wealth Planning
California
$380K +$156K +3,434 +63%
IWA
1317
Icon Wealth Advisors
Texas
$379K -$64.4K -1,416 -14%
CAM
1318
Campion Asset Management
Virginia
$378K -$19.1K -420 -5%
ACP
1319
Arcus Capital Partners
Georgia
$377K -$5.91K -130 -2%
EWM
1320
Empirical Wealth Management
Washington
$376K +$24K +528 +6%
CPCM
1321
Cardinal Point Capital Management
Ontario, Canada
$376K +$399K +8,772 New
LFA
1322
Longview Financial Advisors
Alabama
$376K +$21.8K +480 +6%
BZWA
1323
Blue Zone Wealth Advisors
California
$373K +$3.73K +82 +1%
MBT
1324
Montecito Bank & Trust
California
$369K -$6.91K -152 -2%
GFG
1325
Grantvest Financial Group
New Jersey
$368K +$390K +8,592 New
51 52
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