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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
1451
United Financial Planning Group
New York
$354K – – –
WAS
1452
Westco Advisory Services
New York
$354K +$2K +35 +0.5%
SAM
1453
Synergy Asset Management
Washington
$353K -$281K -4,913 -43%
CFCI
1454
Comprehensive Financial Consultants Institutional
Indiana
$350K – – –
AWA
1455
AmeriServ Wealth Advisors
Pennsylvania
$350K -$129K -2,254 -25%
NDSI
1456
Newman Dignan & Sheerar Inc
Rhode Island
$346K -$16K -280 -4%
FFA
1457
Founders Financial Alliance
North Carolina
$346K -$58.4K -1,022 -14%
SPWM
1458
Straight Path Wealth Management
Michigan
$343K +$28K +489 +8%
MBT
1459
Montecito Bank & Trust
California
$343K -$5.72K -100 -2%
EIA
1460
Eldridge Investment Advisors
New Hampshire
$342K -$22.9K -400 -6%
SIA
1461
Strategic Investment Advisors
Michigan
$342K +$259K +4,532 +237%
TCOT
1462
Trust Company of Toledo
Ohio
$342K +$68.6K +1,200 +23%
SFS
1463
Summit Financial Strategies
Ohio
$342K +$9.38K +164 +3%
IPW
1464
Impact Partnership Wealth
Georgia
$340K +$178K +3,119 +95%
FHWM
1465
Fox Hill Wealth Management
Massachusetts
$340K +$686 +12 +0.2%
ZWA
1466
Zinnia Wealth Advisory
Florida
$339K +$2.17K +38 +0.6%
MFG
1467
Mustico Financial Group
New York
$338K +$326K +5,696 New
MA
1468
MCF Advisors
Kentucky
$337K -$15.7K -274 -4%
FP
1469
Financial Perspectives
Minnesota
$336K +$2.46K +43 +0.7%
PCFFS
1470
Pacific Center for Financial Services
California
$335K -$16.5K -288 -4%
CCG
1471
Coastwise Capital Group
California
$334K -$2.92K -51 -0.8%
SAM
1472
Smartleaf Asset Management
Massachusetts
$332K – – –
AF
1473
Arrow Financial
New York
$332K -$4.23K -74 -1%
CWA
1474
Cura Wealth Advisors
Illinois
$330K +$114K +2,001 +47%
WPWM
1475
Western Pacific Wealth Management
Illinois
$329K – – –
57 58
59
60 61