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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1501
Adamsbrown Wealth Consultants
Kansas
$231K -$2.16K -48 -1%
JF
1502
JSF Financial
California
$231K -$45.7K -1,014 -17%
SPWM
1503
Straight Path Wealth Management
Michigan
$231K +$10.2K +226 +5%
OLA
1504
Oliver Luxxe Assets
New Jersey
$231K +$16.2K +360 +8%
G
1505
Gainplan
Michigan
$231K -$82.8K -1,836 -27%
FAG
1506
Fortitude Advisory Group
Washington
$230K +$261K +5,784 New
AG
1507
Ascent Group
Virginia
$230K +$222K +4,924 New
BFP
1508
Briaud Financial Planning
Texas
$230K – – –
DQRIM
1509
Dale Q Rice Investment Management
Washington
$229K +$221K +4,900 New
SFM
1510
Stack Financial Management
Montana
$227K +$219K +4,868 New
OHWP
1511
Oak Harbor Wealth Partners
North Carolina
$226K – – –
MFG
1512
Mission Financial Group
Nevada
$226K +$333K +7,380 New
CWP
1513
Core Wealth Partners
California
$226K +$631 +14 +0.3%
NB
1514
Nicolet Bankshares
Wisconsin
$225K – – –
LWM
1515
Lakeridge Wealth Management
Ohio
$224K +$992 +22 +0.5%
B
1516
Bellecapital
Switzerland
$224K – – –
BAM
1517
Broyhill Asset Management
North Carolina
$224K – – –
AC
1518
Anson Capital
Georgia
$224K +$721 +16 +0.3%
CFS
1519
Commonwealth Financial Services
West Virginia
$224K +$216K +4,792 New
AT
1520
Arlington Trust
Alabama
$223K – – –
OP
1521
ORG Partners
Indiana
$223K +$65.8K +1,460 +44%
PCMC
1522
Paragon Capital Management (Colorado)
Colorado
$223K – – –
YP
1523
YANKCOM Partnership
South Dakota
$223K – – –
RWA
1524
Redhawk Wealth Advisors
Minnesota
$222K -$34.5K -766 -14%
CFP
1525
Comprehensive Financial Planning
Pennsylvania
$222K -$14.7K -326 -6%