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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1501
Chilton Capital Management
Texas
$170K – – –
NF
1502
Norwood Financial
Pennsylvania
$165K – – –
CLOS
1503
Compagnie Lombard Odier SCmA
Switzerland
$163K -$214K -4,892 -58%
HT
1504
Headlands Technologies
Illinois
$161K +$94K +2,148 +152%
OA
1505
Operose Advisors
Wisconsin
$160K +$8.75K +200 +6%
NIC
1506
Northwest Investment Counselors
Oregon
$157K +$2.63K +60 +2%
AWM
1507
Activest Wealth Management
Florida
$157K +$152K +3,464 New
OC
1508
Oakworth Capital
Alabama
$153K – – –
BI
1509
Bramshill Investments
Florida
$147K – – –
IWP
1510
Icon Wealth Partners
Texas
$146K -$5.86K -134 -4%
AAP
1511
Arax Advisory Partners
Colorado
$146K -$22.8K -520 -14%
APCM
1512
Alaska Permanent Capital Management
Alaska
$144K – – –
ICM
1513
Intrepid Capital Management
Florida
$144K – – –
FWM
1514
Focused Wealth Management
New York
$141K -$4.64K -106 -3%
WOC
1515
West Oak Capital
California
$139K – – –
UFF
1516
USA Financial Formulas
Michigan
$137K – – –
WA
1517
WestEnd Advisors
North Carolina
$137K +$132K +3,020 New
WPWM
1518
Western Pacific Wealth Management
Illinois
$136K – – –
ME
1519
McIlrath & Eck
Washington
$135K -$360K -8,220 -73%
PMAM
1520
Picton Mahoney Asset Management
Ontario, Canada
$134K – – –
WWP
1521
WR Wealth Planners
Missouri
$133K -$2.89K -66 -2%
IF
1522
Integrity Financial
Wyoming
$131K -$1.05K -24 -0.8%
PFM
1523
Phillips Financial Management
Indiana
$129K -$17.2K -394 -12%
HL
1524
HeadInvest LLC
Maine
$128K +$127K +2,896 New
DAM
1525
Delta Asset Management
Tennessee
$128K +$24.1K +550 +24%
59 60
61
62 63