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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1501
BlueChip Wealth Advisors
Georgia
$215K +$220K +5,140 New
WEG
1502
World Equity Group
Illinois
$215K -$27.6K -646 -12%
AI
1503
AXS Investments
New York
$214K -$24.4K -570 -10%
OPCM
1504
Osborne Partners Capital Management
California
$212K – – –
RWP
1505
Revolve Wealth Partners
New Jersey
$212K +$171 +4 +0.1%
EWM
1506
Evermay Wealth Management
Virginia
$211K -$34.2K -800 -14%
BFA
1507
Bragg Financial Advisors
North Carolina
$211K +$8.55K +200 +4%
APW
1508
Austin Private Wealth
Texas
$210K +$214K +5,010 New
OC
1509
Oakworth Capital
Alabama
$210K +$68.8K +1,608 +47%
GI
1510
Gradient Investments
Minnesota
$210K +$4.02K +94 +2%
DWP
1511
Destiny Wealth Partners
Florida
$209K +$212K +4,950 New
KPWG
1512
KFA Private Wealth Group
Virginia
$209K +$214K +4,996 New
GLLW
1513
Graves Light Lenhart Wealth
Virginia
$209K +$171 +4 +0.1%
TW
1514
Transform Wealth
Colorado
$209K -$56.3K -1,316 -21%
VWM
1515
Valley Wealth Managers
New Jersey
$209K – – –
CCB
1516
Cutter & Co Brokerage
Missouri
$208K -$38.6K -902 -15%
IAA
1517
Independent Advisor Alliance
North Carolina
$207K +$211K +4,942 New
SFWC
1518
Strategic Family Wealth Counselors
New Jersey
$206K +$21.1K +494 +11%
OLA
1519
Oliver Luxxe Assets
New Jersey
$206K -$1.2K -28 -0.6%
AT
1520
Arden Trust
Delaware
$205K – – –
BSWM
1521
Boston Standard Wealth Management
Massachusetts
$204K – – –
BI
1522
Bramshill Investments
Florida
$204K +$68.4K +1,600 +49%
PFA
1523
Pure Financial Advisors
California
$204K +$208K +4,858 New
LSC
1524
Logan Stone Capital
Illinois
$203K -$161K -3,762 -44%
RBFC
1525
Roman Butler Fullerton & Co
Missouri
$202K +$11.7K +274 +6%
59 60
61
62 63