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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
1476
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$258K +$273K +6,016 New
SIMG
1477
Sonora Investment Management Group
Arizona
$258K +$19.3K +424 +8%
NCM
1478
NCM Capital Management
New Jersey
$256K +$182 +4 +0.1%
JF
1479
JSF Financial
California
$256K +$45.2K +994 +20%
MEAC
1480
M.E. Allison & Co
Texas
$254K +$270K +5,934 New
BB
1481
Berkshire Bank
Massachusetts
$254K +$269K +5,930 New
EWA
1482
Exencial Wealth Advisors
Oklahoma
$254K -$54.2K -1,192 -17%
AMIM
1483
Aull & Monroe Investment Management
Alabama
$253K – – –
MPW
1484
Monterey Private Wealth
California
$253K +$3.54K +78 +1%
IPWA
1485
International Private Wealth Advisors
California
$252K +$268K +5,892 New
EIA
1486
Eldridge Investment Advisors
New Hampshire
$251K -$9.09K -200 -3%
AI
1487
ArchPoint Investors
Florida
$251K +$91 +2 +0%
IC
1488
Iconiq Capital
California
$251K +$2.18K +48 +0.8%
LJAC
1489
L.J. Altfest & Co
New York
$250K +$266K +5,846 New
WP
1490
Westmount Partners
California
$250K -$1.36K -30 -0.5%
GPA
1491
Garrison Point Advisors
California
$249K – – –
CWI
1492
Conscious Wealth Investments
Florida
$249K +$241K +5,298 New
SFS
1493
Sharp Financial Services
Pennsylvania
$248K – – –
NL
1494
NDWM LLC
California
$248K -$9.82K -216 -4%
CCA
1495
Childress Capital Advisors
Texas
$247K – – –
SFS
1496
Summit Financial Strategies
Ohio
$247K – – –
NWWA
1497
New Wave Wealth Advisors
Arkansas
$245K -$160K -3,512 -38%
SFGP
1498
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$245K +$260K +5,724 New
MW
1499
Maia Wealth
Colorado
$245K -$7.27K -160 -3%
BFPW
1500
BOK Financial Private Wealth
Colorado
$243K -$934K -20,554 -78%
58 59
60
61 62