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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1326
Waterloo Capital
Texas
$244K -$99.2K -2,436 -29%
BPWM
1327
Badgley Phelps Wealth Managers
Washington
$244K – – –
EVM
1328
Evelyn V. Moreno
$244K – – –
HT
1329
Heritage Trust
Oklahoma
$244K +$244K +6,000 New
TWA
1330
Talisman Wealth Advisors
New Jersey
$242K -$12K -294 -5%
FP
1331
Financial Perspectives
Minnesota
$242K +$14.5K +356 +6%
TAM
1332
TCP Asset Management
Ohio
$242K +$326 +8 +0.1%
CCWM
1333
Cassaday & Co Wealth Management
Virginia
$241K -$15.9K -390 -6%
TW
1334
Transform Wealth
Colorado
$239K +$240K +5,900 New
LIM
1335
Leavell Investment Management
Alabama
$239K +$240K +5,882 New
CA
1336
CGN Advisors
Kansas
$239K -$5.46K -134 -2%
OL
1337
Owen LaRue
Kentucky
$239K +$239K +5,864 New
EWM
1338
Evermay Wealth Management
Virginia
$237K -$6.43K -158 -3%
WWG
1339
West Wealth Group
California
$236K +$652 +16 +0.3%
CFCI
1340
Comprehensive Financial Consultants Institutional
Indiana
$236K -$5.29K -130 -2%
BWM
1341
BCS Wealth Management
Tennessee
$235K – – –
LWM
1342
LJI Wealth Management
Indiana
$235K -$16.3K -400 -6%
CWM
1343
Connecticut Wealth Management
Connecticut
$234K +$7.9K +194 +3%
VWA
1344
V Wealth Advisors
Kansas
$234K -$7.01K -172 -3%
NCM
1345
Noesis Capital Mangement
Florida
$234K -$9.78K -240 -4%
VHAM
1346
Van Hulzen Asset Management
California
$233K +$4.56K +112 +2%
MPW
1347
Monterey Private Wealth
California
$232K -$5.38K -132 -2%
AMIM
1348
Aull & Monroe Investment Management
Alabama
$232K – – –
AWC
1349
Adamsbrown Wealth Consultants
Kansas
$232K – – –
CPG
1350
Cornerstone Planning Group
New Jersey
$231K +$232K +5,696 New
52 53
54
55 56