XLE icon

State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1351
CVFG LLC
Indiana
$297K +$11.5K +259 +4%
WAS
1352
Westco Advisory Services
New York
$297K +$295K +6,632 New
UFPG
1353
United Financial Planning Group
New York
$296K +$1.07K +24 +0.4%
EPIME
1354
Evelyn Partners Investment Management (Europe)
$296K – – –
CCG
1355
Coastwise Capital Group
California
$296K +$9.97K +224 +4%
FFWA
1356
FRG Family Wealth Advisors
Washington
$295K – – –
PAS
1357
PKS Advisory Services
New York
$295K +$267 +6 +0.1%
NI
1358
NCP Inc
California
$293K +$846 +19 +0.3%
AC
1359
Apella Capital
Connecticut
$293K +$292K +6,554 New
WFA
1360
WMG Financial Advisors
Tennessee
$292K -$2.51M -56,266 -90%
VHAM
1361
Van Hulzen Asset Management
California
$292K +$64.7K +1,452 +29%
NAS
1362
NWF Advisory Services
California
$292K -$55.9K -1,255 -16%
FSBI
1363
Fearless Solutions (Best Invest)
Texas
$292K +$35.1K +789 +14%
VWA
1364
VSM Wealth Advisory
Maryland
$292K +$284K +6,375 +4,194%
CHC
1365
City Holding Co
West Virginia
$290K +$5.79K +130 +2%
OWA
1366
Octavia Wealth Advisors
Ohio
$289K -$23.4K -525 -8%
FHWM
1367
Fox Hill Wealth Management
Massachusetts
$288K +$1.69K +38 +0.6%
LFGO
1368
Legacy Financial Group (Oklahoma)
Oklahoma
$287K +$5.7K +128 +2%
DA
1369
Doliver Advisors
Texas
$287K -$19.1K -430 -6%
CAAS
1370
Capital Asset Advisory Services
Michigan
$285K -$8.91K -200 -3%
SFC
1371
Summit Financial Consulting
Michigan
$282K +$281K +6,317 New
AF
1372
Arrow Financial
New York
$282K -$23.5K -528 -8%
VWM
1373
VCI Wealth Management
Missouri
$282K +$281K +6,301 New
SFS
1374
Summit Financial Strategies
Ohio
$282K – – –
AWAG
1375
ARS Wealth Advisors Group
Florida
$281K -$7.62K -171 -3%
53 54
55
56 57