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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1676
Townsend Asset Management
North Carolina
$55.7K -$359K -8,362 -88%
IPW
1677
Impact Partnership Wealth
Georgia
$55.6K – – –
BAM
1678
Byrne Asset Management
New Jersey
$54.9K +$7.65K +178 +18%
BG
1679
Bollard Group
Massachusetts
$53K +$172 +4 +0.4%
MA
1680
MCF Advisors
Kentucky
$52.2K +$258 +6 +0.5%
MCA
1681
Maryland Capital Advisors
Maryland
$51.4K – – –
LF
1682
LifeSteps Financial
California
$51.2K +$46.6K +1,084 New
AEPWM
1683
Atlantic Edge Private Wealth Management
Florida
$50K -$21.5K -500 -32%
DCM
1684
Davis Capital Management
Florida
$49.5K – – –
PMFA
1685
Plante Moran Financial Advisors
Michigan
$49.3K +$24.9K +580 +125%
AFS
1686
Annapolis Financial Services
Maryland
$49.1K – – –
TLA
1687
Tanglewood Legacy Advisors
Texas
$47.2K – – –
MSG
1688
Main Street Group
Virginia
$46.1K +$5.33K +124 +15%
BC
1689
Barrett & Company
Rhode Island
$45.3K -$19.8K -460 -32%
WWP
1690
WR Wealth Planners
Missouri
$44.8K +$40.8K +950 New
AFWM
1691
Abich Financial Wealth Management
Virginia
$44.6K – – –
CPA
1692
Clear Point Advisors
New York
$43.7K +$344 +8 +0.9%
CT
1693
Colonial Trust
South Carolina
$43.1K -$1.63K -38 -4%
FCT
1694
First Community Trust
Iowa
$43K – – –
PAG
1695
Paladin Advisory Group
Iowa
$42.7K – – –
MTIC
1696
Missouri Trust & Investment Company
Missouri
$42.5K +$8.59K +200 +29%
IWP
1697
IAG Wealth Partners
Wisconsin
$42.2K -$8.59K -200 -18%
HPIA
1698
Hamilton Point Investment Advisors
North Carolina
$42.1K – – –
JFG
1699
JDM Financial Group
Texas
$41.8K – – –
SIC
1700
SJS Investment Consulting
Ohio
$40.2K +$15.2K +354 +71%
66 67
68
69 70