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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1526
Boston Family Office
Massachusetts
$217K – – –
VFG
1527
Victory Financial Group
Texas
$217K +$3.82K +82 +2%
RFA
1528
Rollins Financial Advisors
New York
$216K -$9.31K -200 -4%
CCG
1529
Coastwise Capital Group
California
$216K -$2.79K -60 -1%
FCM
1530
Fogel Capital Management
Florida
$215K – – –
DFG
1531
Delta Financial Group
New Jersey
$215K +$8.66K +186 +4%
LWM
1532
Lakeridge Wealth Management
Ohio
$215K +$16.3K +350 +8%
PA
1533
Parkside Advisors
California
$215K – – –
SFM
1534
Stack Financial Management
Montana
$215K -$16.1K -346 -7%
IAG
1535
Investment Advisory Group
Massachusetts
$214K +$18.9K +406 +9%
SW
1536
Solidarity Wealth
Utah
$214K – – –
PFM
1537
Peak Financial Management
Massachusetts
$213K – – –
AFG
1538
ABLE Financial Group
Arizona
$213K +$218K +4,672 New
SCM
1539
Sage Capital Management
New Jersey
$213K +$932 +20 +0.4%
SPWM
1540
Straight Path Wealth Management
Michigan
$213K +$217K +4,664 New
SFS
1541
Summit Financial Strategies
Ohio
$212K +$12.2K +262 +6%
AIA
1542
Ally Invest Advisors
North Carolina
$212K +$216K +4,646 New
VWM
1543
Valley Wealth Managers
New Jersey
$211K – – –
PMAM
1544
Picton Mahoney Asset Management
Ontario, Canada
$209K +$214K +4,600 New
KOC
1545
Koss-Olinger Consulting
Florida
$208K +$213K +4,566 New
CMAI
1546
Capital Management Associates Inc
Minnesota
$208K +$559 +12 +0.3%
PW
1547
Peninsula Wealth
California
$208K -$2.52K -54 -1%
KPWG
1548
KFA Private Wealth Group
Virginia
$207K -$54.7K -1,174 -21%
IA
1549
Inspire Advisors
Idaho
$207K +$211K +4,540 New
BSWM
1550
Boston Standard Wealth Management
Massachusetts
$206K – – –
60 61
62
63 64