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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1601
Hamilton Point Investment Advisors
North Carolina
$40.3K – – –
JFG
1602
JDM Financial Group
Texas
$40K – – –
JWM
1603
Janiczek Wealth Management
Colorado
$39.5K +$34.6K +790 +940%
ST
1604
Smithfield Trust
Pennsylvania
$39K +$20.6K +470 +115%
RCG
1605
Rock Creek Group
District of Columbia
$38.7K -$20.1K -460 -35%
PMFA
1606
Plante Moran Financial Advisors
Michigan
$38.1K -$12.8K -292 -26%
CSWG
1607
Cardinal Strategic Wealth Guidance
Kentucky
$36.9K -$788 -18 -2%
AFG
1608
Albion Financial Group
Utah
$36.4K +$16.5K +378 +88%
FSWA
1609
Financial Synergies Wealth Advisors
Texas
$36.2K – – –
T2I
1610
Turim 21 Investimentos
Brazil
$36.2K – – –
CIA
1611
Cape Investment Advisory
Georgia
$34.2K +$263 +6 +0.8%
SC
1612
Stephens Consulting
Michigan
$34.1K – – –
PP
1613
PFS Partners
New Jersey
$32.7K +$175 +4 +0.6%
GWMIA
1614
Global Wealth Management Investment Advisory
Florida
$32.5K -$3.33K -76 -10%
AFIA
1615
America First Investment Advisors
Nebraska
$32.5K – – –
DFA
1616
DHJJ Financial Advisors
Illinois
$31.8K +$30.8K +704 New
MTIC
1617
Missouri Trust & Investment Company
Missouri
$31.6K – – –
NRG
1618
Nemes Rush Group
Michigan
$31.1K -$963 -22 -3%
DIP
1619
DT Investment Partners
Pennsylvania
$31.1K – – –
SPWM
1620
Spartan Planning & Wealth Management
North Carolina
$31.1K +$30.1K +688 New
PP
1621
PrairieView Partners
Minnesota
$31K -$12.4K -284 -29%
HR
1622
Howe & Rusling
New York
$29.5K -$55.3K -1,264 -66%
AW
1623
Avion Wealth
Texas
$29K – – –
LAS
1624
LWM Advisory Services
Florida
$28.1K +$27.2K +622 New
PO
1625
Private Ocean
California
$27.1K +$26.3K +600 New
63 64
65
66 67