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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
1476
USA Financial Formulas
Michigan
$135K +$140K +3,268 New
BI
1477
Bramshill Investments
Florida
$135K – – –
FWM
1478
Focused Wealth Management
New York
$135K -$4.78M -111,908 -97%
PFM
1479
Phillips Financial Management
Indiana
$134K – – –
WA
1480
WestEnd Advisors
North Carolina
$134K -$206K -4,818 Closed
AA
1481
Addison Advisors
Vermont
$128K – – –
WOC
1482
West Oak Capital
California
$128K – – –
JGCM
1483
Joseph Group Capital Management
Ohio
$125K -$3.23M -75,546 -96%
WPWM
1484
Western Pacific Wealth Management
Illinois
$125K – – –
LWCFA
1485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K – – –
FA
1486
Faithward Advisors
Pennsylvania
$121K -$89K -2,082 -40%
FIA
1487
FNY Investment Advisers
New York
$120K +$124K +2,900 New
OA
1488
Operose Advisors
Wisconsin
$118K – – –
CPFP
1489
Clear Perspectives Financial Planning
Ohio
$118K -$643K -15,050 -84%
HB
1490
Horizon Bancorp
Indiana
$117K -$8.55K -200 -7%
BWM
1491
BerganKDV Wealth Management
Minnesota
$115K +$18.9K +442 +19%
TCM
1492
TD Capital Management
Tennessee
$115K +$48.1K +1,124 +68%
WPA
1493
West Paces Advisors
Georgia
$114K +$4.45K +104 +4%
ZB
1494
Zions Bancorporation
Utah
$113K – – –
VCM
1495
Vigilant Capital Management
Maine
$111K +$72.7K +1,700 +173%
PCM
1496
Perritt Capital Management
Illinois
$110K – – –
WWP
1497
WR Wealth Planners
Missouri
$108K -$106K -2,472 -49%
JEST
1498
JTC Employer Solutions Trustee
Jersey
$107K – – –
KM
1499
Kalos Management
Georgia
$107K +$6.58K +154 +6%
MAWA
1500
Moss Adams Wealth Advisors
Washington
$105K +$599 +14 +0.6%
58 59
60
61 62