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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1501
BlackDiamond Wealth Management
New York
$311K +$104K +1,822 +54%
AF
1502
Atala Financial
California
$311K – – –
GIA
1503
Guyasuta Investment Advisors
Pennsylvania
$310K +$8.52K +149 +3%
PFG
1504
Pinnacle Financial Group
Illinois
$310K -$31.8K -556 -9%
RFW
1505
Rainier Family Wealth
Washington
$310K – – –
GWM
1506
GK Wealth Management
Nevada
$309K +$333K +5,819 New
WIA
1507
Wetzel Investment Advisors
Indiana
$308K -$6.52K -114 -2%
CPCM
1508
Cardinal Point Capital Management
Ontario, Canada
$308K -$11.7K -205 -3%
DA
1509
Doliver Advisors
Texas
$307K -$1.89K -33 -0.6%
CIAS
1510
CFS Investment Advisory Services
New Jersey
$307K +$330K +5,771 New
IAS
1511
IMA Advisory Services
Colorado
$306K +$330K +5,769 New
BWM
1512
Bullock Wealth Management
Indiana
$306K +$343 +6 +0.1%
WP
1513
Westmount Partners
California
$305K – – –
FGA
1514
Fortis Group Advisors
New Jersey
$305K -$1.48M -25,893 -82%
WCFA
1515
Walkner Condon Financial Advisors
Wisconsin
$305K +$2.86K +50 +0.9%
PWA
1516
Prairie Wealth Advisors
Nebraska
$303K – – –
CCA
1517
Childress Capital Advisors
Texas
$302K -$1.57M -27,405 -83%
UW
1518
Unique Wealth
Florida
$301K +$324K +5,675 New
EFG
1519
Embree Financial Group
Illinois
$301K -$137K -2,389 -30%
WCM
1520
Whitener Capital Management
North Carolina
$301K -$4.29K -75 -1%
AIM
1521
Anchor Investment Management
South Carolina
$300K – – –
MF
1522
Meridian Financial
Massachusetts
$299K +$114 +2 +0%
KAS
1523
KPP Advisory Services
Kentucky
$299K +$17.9K +313 +6%
WA
1524
Wealth Alliance
New York
$299K -$38K -665 -11%
UFA
1525
Uptown Financial Advisors
Texas
$298K +$172 +3 +0.1%
59 60
61
62 63