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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1426
Samalin Investment Counsel
New York
$256K +$255K +5,856 New
VWM
1427
Valley Wealth Managers
New Jersey
$256K -$54.2K -1,244 -18%
AFG
1428
Allegheny Financial Group
Pennsylvania
$254K +$609 +14 +0.2%
SPAS
1429
Spectrum Planning & Advisory Services
California
$254K -$10.1K -232 -4%
SC
1430
Savant Capital
Illinois
$253K -$78K -1,792 -22%
WA
1431
WESPAC Advisors
California
$253K +$251K +5,776 New
AIM
1432
Anchor Investment Management
South Carolina
$252K +$871 +20 +0.3%
EE
1433
EWG Elevate
California
$252K – – –
CWM
1434
Concentric Wealth Management
California
$251K -$4.35K -100 -2%
ERIC
1435
Eagle Rock Investment Company
Georgia
$251K +$248K +5,704 New
MPW
1436
Monterey Private Wealth
California
$251K +$1.04K +24 +0.4%
BCWM
1437
Bartlett & Co Wealth Management
Ohio
$250K +$2.18K +50 +0.9%
BC
1438
Bartlett & Co
Ohio
$250K +$2.18K +50 +0.9%
AMIM
1439
Aull & Monroe Investment Management
Alabama
$250K -$108K -2,470 -30%
MA
1440
MBA Advisors
Pennsylvania
$250K -$22.1K -508 -8%
WA
1441
Waverly Advisors
Alabama
$249K +$248K +5,704 New
BBW
1442
Blue Barn Wealth
Utah
$249K +$248K +5,692 New
AR
1443
Apeiron RIA
Texas
$248K -$66.8K -1,534 -21%
NAS
1444
Nicolet Advisory Services
Wisconsin
$246K +$22.5K +516 +10%
ISWM
1445
Independent Solutions Wealth Management
New York
$245K – – –
CWM
1446
Concentrum Wealth Management
California
$244K -$522 -12 -0.2%
AWC
1447
Adamsbrown Wealth Consultants
Kansas
$243K -$43.8K -1,006 -15%
FP
1448
Financial Perspectives
Minnesota
$243K +$2.44K +56 +1%
CPG
1449
Cornerstone Planning Group
New Jersey
$243K +$236K +5,422 New
CCG
1450
Cypress Capital Group
Florida
$242K +$241K +5,530 New
56 57
58
59 60