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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1451
Stratos Investment Management
Ohio
$274K +$249K +5,808 New
FCFC
1452
First Citizens Financial Corp
Iowa
$274K +$249K +5,808 New
COCM
1453
Charter Oak Capital Management
New Hampshire
$274K -$2.23K -52 -0.9%
CWP
1454
Core Wealth Partners
California
$273K -$64.7K -1,506 -21%
Pictet Asset Management
1455
Pictet Asset Management
Switzerland
$270K -$155K -3,610 -39%
C
1456
Covestor
United Kingdom
$270K +$47.1K +1,096 +24%
KPWG
1457
KFA Private Wealth Group
Virginia
$270K +$31K +722 +14%
IC
1458
Iconiq Capital
California
$270K +$1.98K +46 +0.8%
AMIM
1459
Aull & Monroe Investment Management
Alabama
$270K
RWP
1460
RWA Wealth Partners
Massachusetts
$269K +$515 +12 +0.2%
CW
1461
CIC Wealth
Maryland
$267K
AFG
1462
Allegheny Financial Group
Pennsylvania
$267K -$45.4K -1,056 -16%
KIG
1463
Kessler Investment Group
Indiana
$267K +$137K +3,178 +128%
CWM
1464
Connecticut Wealth Management
Connecticut
$267K
TWA
1465
Talisman Wealth Advisors
New Jersey
$266K -$6.1K -142 -2%
GA
1466
GoalVest Advisory
New York
$266K -$19.9K -464 -8%
IAA
1467
Independent Advisor Alliance
North Carolina
$265K +$28.4K +662 +13%
CASC
1468
Coppell Advisory Solutions Corp
Texas
$264K +$241K +5,602 New
CD
1469
Chapin Davis
Maryland
$262K +$344 +8 +0.1%
OLA
1470
Oliver Luxxe Assets
New Jersey
$262K +$27.8K +648 +13%
DCM
1471
Dimension Capital Management
Florida
$262K
CWM
1472
Concentric Wealth Management
California
$261K +$258 +6 +0.1%
ARA
1473
Alexander Randolph Advisory
Virginia
$261K
PHWM
1474
Pine Harbor Wealth Management
Maryland
$261K +$1.12K +26 +0.5%
HIC
1475
Holderness Investments Company
North Carolina
$261K +$237K +5,518 New