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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1451
TCP Asset Management
Ohio
$242K +$241K +5,526 New
WBG
1452
Wharton Business Group
Pennsylvania
$241K +$240K +5,520 New
EL
1453
EMFO LLC
Florida
$241K – – –
PCM
1454
Palisade Capital Management
New Jersey
$241K +$239K +5,500 New
CWM
1455
Circle Wealth Management
New Jersey
$240K +$239K +5,498 New
WDL
1456
Well Done LLC
Michigan
$240K -$5.05K -116 -2%
EWM
1457
Evermay Wealth Management
Virginia
$239K +$261 +6 +0.1%
AA
1458
Apriem Advisors
California
$237K -$11.7K -268 -5%
OIA
1459
Optimum Investment Advisors
Illinois
$237K +$38K +872 +19%
HGWM
1460
Horst & Graben Wealth Management
Oregon
$235K -$154K -3,546 -40%
OCPWS
1461
One Charles Private Wealth Services
Massachusetts
$233K +$232K +5,332 New
BWM
1462
BCS Wealth Management
Tennessee
$232K +$231K +5,300 New
DWA
1463
Douglass Winthrop Advisors
New York
$232K +$231K +5,300 New
BCM
1464
BTC Capital Management
Iowa
$232K +$231K +5,300 New
RWP
1465
Revolve Wealth Partners
New Jersey
$232K +$231K +5,298 New
CAS
1466
Coppell Advisory Solutions
Texas
$229K +$228K +5,228 New
CASC
1467
Coppell Advisory Solutions Corp
Texas
$229K +$228K +5,228 New
PWM
1468
Prosperity Wealth Management
California
$227K +$226K +5,200 New
FA
1469
Faithward Advisors
Pennsylvania
$226K +$11.8K +270 +6%
VBFP
1470
Valtinson Bruner Financial Planning
Minnesota
$224K -$33.9K -778 -13%
CWM
1471
Curi Wealth Management
North Carolina
$223K +$222K +5,108 New
FNT
1472
First Nebraska Trust
Nebraska
$223K +$222K +5,104 New
WWP
1473
WR Wealth Planners
Missouri
$223K -$537K -12,338 -71%
RFG
1474
RFP Financial Group
Georgia
$222K +$221K +5,074 New
G
1475
Gainplan
Michigan
$221K +$220K +5,062 New
57 58
59
60 61