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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1326
Baystate Wealth Management
Massachusetts
$213K +$2.42K +64 +1%
WFA
1327
Wipfli Financial Advisors
Wisconsin
$213K +$223K +5,906 New
LA
1328
LexAurum Advisors
Kansas
$212K -$42.3K -1,118 -16%
CWM
1329
Concentric Wealth Management
California
$211K – – –
VBFP
1330
Valtinson Bruner Financial Planning
Minnesota
$210K -$26K -688 -11%
AFG
1331
Allegheny Financial Group
Pennsylvania
$209K -$908 -24 -0.4%
AIM
1332
Anchor Investment Management
South Carolina
$207K -$2.35K -62 -1%
EE
1333
EWG Elevate
California
$207K – – –
MPW
1334
Monterey Private Wealth
California
$207K – – –
VCM
1335
Viewpoint Capital Management
Washington
$207K +$7.56K +200 +3%
JF
1336
JSF Financial
California
$206K -$468K -12,380 -68%
FFG
1337
Fortem Financial Group
California
$206K +$15.1K +400 +8%
HFS
1338
Horizon Financial Services
North Carolina
$205K -$35.5K -940 -14%
AA
1339
Apriem Advisors
California
$205K +$215K +5,692 New
BCWM
1340
Bartlett & Co Wealth Management
Ohio
$204K -$4.08K -108 -2%
GAG
1341
GM Advisory Group
New York
$204K -$20.4M -538,194 -99%
BC
1342
Bartlett & Co
Ohio
$204K -$4.08K -108 -2%
NAS
1343
Nicolet Advisory Services
Wisconsin
$203K -$49.5K -1,308 -21%
TAM
1344
Townsend Asset Management
North Carolina
$203K +$3.18K +84 +2%
SCA
1345
Sandy Cove Advisors
Massachusetts
$203K +$213K +5,624 New
WDL
1346
Well Done LLC
Michigan
$202K – – –
EWMCB
1347
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$202K +$212K +5,610 New
ISWM
1348
Independent Solutions Wealth Management
New York
$202K -$16.8K -444 -7%
CWM
1349
Concentrum Wealth Management
California
$201K +$211K +5,590 New
FP
1350
Financial Perspectives
Minnesota
$198K +$2.27K +60 +1%
52 53
54
55 56