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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
SHP Wealth Management
Massachusetts
$142K +$141K +3,168 New
WAS
1602
Winch Advisory Services
Wisconsin
$141K -$1.25K -28 -0.9%
TSMHT
1603
Thurston Springer Miller Herd & Titak
Indiana
$138K +$137K +3,086 New
AGWCA
1604
Annis Gardner Whiting Capital Advisors
Florida
$137K +$132K +2,962 +2,962%
PFM
1605
Phillips Financial Management
Indiana
$135K – – –
WB
1606
Webster Bank
Connecticut
$131K – – –
DAM
1607
Delta Asset Management
Tennessee
$130K – – –
PCA
1608
Providence Capital Advisors
North Carolina
$130K +$9.35K +210 +8%
PWS
1609
Peterson Wealth Services
Utah
$129K +$124K +2,776 +2,393%
CCM
1610
Chilton Capital Management
Texas
$127K -$4.63K -104 -4%
FC
1611
Financial Consulate
Maryland
$127K +$7.66K +172 +6%
PPL
1612
Planning Project LLC
Texas
$125K +$124K +2,786 New
HPIA
1613
Hamilton Point Investment Advisors
North Carolina
$121K +$80.9K +1,816 +204%
CRI
1614
Commonwealth Retirement Investments
Virginia
$120K +$120K +2,684 New
KFAS
1615
Keating Financial Advisory Services
Kansas
$118K +$118K +2,644 New
FWA
1616
Flagship Wealth Advisors
Massachusetts
$118K -$59.5K -1,335 -34%
BIM
1617
Bullseye Investment Management
Ohio
$117K +$117K +2,620 New
OL
1618
one8zero8 LLC
North Carolina
$117K +$117K +2,620 New
CVM
1619
Cheviot Value Management
California
$116K – – –
SMFG
1620
Sumitomo Mitsui Financial Group
Japan
$116K +$57.9K +1,300 +100%
FCMT
1621
Founders Capital Management (Texas)
Texas
$114K +$134 +3 +0.1%
TAM
1622
Tucker Asset Management
Colorado
$114K +$62.4K +1,402 +121%
CWM
1623
Cranbrook Wealth Management
Michigan
$114K -$17.1K -384 -13%
AA
1624
Addison Advisors
Vermont
$114K – – –
HBT
1625
Hills Bank & Trust
Iowa
$112K +$112K +2,508 New
63 64
65
66 67