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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1551
MKT Advisors
California
$216K -$15.2K -354 -7%
IWP
1552
Insight Wealth Partners
Texas
$216K +$196K +4,570 New
BFA
1553
Bragg Financial Advisors
North Carolina
$216K -$20.2K -470 -9%
LWM
1554
LongView Wealth Management
Georgia
$215K +$196K +4,554 New
CMAI
1555
Capital Management Associates Inc
Minnesota
$215K +$195K +4,546 New
DFG
1556
Delta Financial Group
New Jersey
$214K -$173K -4,028 -47%
BSWM
1557
Boston Standard Wealth Management
Massachusetts
$213K – – –
NJIM
1558
Nabity-Jensen Investment Management
Nebraska
$212K – – –
PAMG
1559
Patton Albertson Miller Group
Tennessee
$211K +$192K +4,478 New
LA
1560
Lynch & Associates
Indiana
$211K +$192K +4,470 New
CWM
1561
Certus Wealth Management
California
$211K -$236K -5,492 -55%
BMM
1562
Berkshire Money Management
Massachusetts
$209K +$190K +4,422 New
EFA
1563
Edge Financial Advisors
Illinois
$208K +$189K +4,400 New
KF
1564
KKM Financial
Illinois
$208K -$83K -1,932 -31%
HCM
1565
Howland Capital Management
Massachusetts
$208K +$189K +4,400 New
SFS
1566
Summit Financial Strategies
Ohio
$208K +$189K +4,400 New
EWM
1567
Elevatus Welath Management
New York
$206K +$187K +4,364 New
LWM
1568
Lakeridge Wealth Management
Ohio
$206K +$187K +4,364 New
OPAM
1569
Ocean Park Asset Management
California
$206K +$187K +4,356 New
FPB
1570
First PREMIER Bank
South Dakota
$204K – – –
MCCA
1571
Mill Creek Capital Advisors
Pennsylvania
$203K +$185K +4,310 New
AWC
1572
Abundance Wealth Counselors
Pennsylvania
$203K +$184K +4,290 New
IAG
1573
Investment Advisory Group
Massachusetts
$203K +$184K +4,290 New
UWPG
1574
Ullmann Wealth Partners Group
Florida
$202K +$184K +4,288 New
APW
1575
Austin Private Wealth
Texas
$202K -$36.2K -842 -17%
61 62
63
64 65