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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1451
Cassaday & Co Wealth Management
Virginia
$250K +$941 +22 +0.4%
HC
1452
Hara Capital
Washington
$246K +$251K +5,880 New
CFG
1453
Carr Financial Group
Massachusetts
$246K +$513 +12 +0.2%
PG
1454
Patten Group
Tennessee
$246K -$17.1K -400 -6%
GPA
1455
Garrison Point Advisors
California
$246K -$21.4K -500 -8%
COCM
1456
Charter Oak Capital Management
New Hampshire
$245K -$6.07K -142 -2%
BIM
1457
Bridgecreek Investment Management
Oklahoma
$244K -$855K -20,000 -77%
MPW
1458
Monterey Private Wealth
California
$244K – – –
TWA
1459
Talisman Wealth Advisors
New Jersey
$242K -$8.12K -190 -3%
NMM
1460
Naples Money Management
Florida
$241K +$246K +5,752 New
AWC
1461
Adamsbrown Wealth Consultants
Kansas
$240K +$941 +22 +0.4%
GAG
1462
GM Advisory Group
New York
$240K +$3.42K +80 +1%
AMIM
1463
Aull & Monroe Investment Management
Alabama
$239K – – –
TW
1464
TrinityPoint Wealth
Connecticut
$239K – – –
EM
1465
ELCO Management
New York
$239K +$244K +5,700 New
RWP
1466
RWA Wealth Partners
Massachusetts
$238K +$20.8K +486 +9%
IC
1467
Iconiq Capital
California
$238K -$455K -10,652 -65%
CW
1468
CIC Wealth
Maryland
$238K -$29.4K -688 -11%
CWM
1469
Connecticut Wealth Management
Connecticut
$237K -$31.9K -746 -12%
CD
1470
Chapin Davis
Maryland
$233K +$3.51K +82 +1%
DCM
1471
Dimension Capital Management
Florida
$233K – – –
ISB
1472
Iowa State Bank
Iowa
$232K – – –
ARA
1473
Alexander Randolph Advisory
Virginia
$232K +$236K +5,530 New
CWM
1474
Concentric Wealth Management
California
$232K +$26.6K +622 +13%
OAM
1475
Occidental Asset Management
California
$231K +$18K +420 +8%
57 58
59
60 61