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State Street Energy Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1501
Sound Income Strategies
Florida
$228K +$70.2K +1,577 +49%
APW
1502
Aventura Private Wealth
Florida
$228K +$178 +4 +0.1%
SP
1503
Stonebrook Private
Michigan
$227K +$226K +5,083 New
MCM
1504
Magnolia Capital Management
New York
$227K – – –
STA
1505
Summit Trail Advisors
New York
$226K -$13.7K -308 -6%
EWA
1506
Elevate Wealth Advisory
Georgia
$226K – – –
CWM
1507
Comprehensive Wealth Management
Washington
$225K -$13K -292 -5%
RWM
1508
Rockwood Wealth Management
Pennsylvania
$225K +$225K +5,042 New
CSIC
1509
Clifford Swan Investment Counsel
California
$225K -$84.8K -1,904 -27%
KWM
1510
Keebeck Wealth Management
Illinois
$225K -$824K -18,498 -79%
BAM
1511
Brave Asset Management
New Jersey
$225K – – –
GKWIM
1512
Gerber Kawasaki Wealth & Investment Management
California
$225K +$224K +5,026 New
N
1513
Natixis
France
$224K – – –
Daiwa Securities Group
1514
Daiwa Securities Group
Japan
$224K – – –
BCM
1515
Basso Capital Management
Connecticut
$224K – – –
WFA
1516
WJ Financial Advisors
Connecticut
$222K -$3.34K -75 -1%
BCMLT
1517
Beacon Capital Management LLC (Tennessee)
Tennessee
$222K -$67.3K -1,511 -23%
KWS
1518
Keystone Wealth Services
California
$222K +$221K +4,958 New
CAG
1519
Centerpoint Advisory Group
Kansas
$221K +$1.34K +30 +0.6%
BFPW
1520
BOK Financial Private Wealth
Colorado
$221K – – –
CFP
1521
Curran Financial Partners
South Carolina
$221K -$26.5K -596 -11%
BFS
1522
BridgePort Financial Solutions
Iowa
$221K – – –
CIM
1523
Cambria Investment Management
California
$220K +$219K +4,929 New
CCA
1524
Cadent Capital Advisors
Oklahoma
$220K -$25.1K -563 -10%
IWA
1525
Icon Wealth Advisors
Texas
$220K -$69.6K -1,564 -31%