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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1701
Serenity Investment Advisors
Illinois
$218K +$196K +3,420 New
LWM
1702
Lakeridge Wealth Management
Ohio
$218K +$858 +15 +0.4%
QFP
1703
Quantum Financial Partners
Kansas
$218K +$235K +4,104 New
YIH
1704
Y-Intercept (HK)
Hong Kong
$218K +$235K +4,102 New
MWA
1705
Madson Wealth Advisors
California
$217K +$233K +4,081 New
SI
1706
Saxon Interests
Texas
$216K -$92.3K -1,614 -28%
NWMG
1707
National Wealth Management Group
Ohio
$216K -$15K -263 -6%
OCM
1708
Orleans Capital Management
Louisiana
$215K – – –
APFP
1709
Action Point Financial Planning
Michigan
$215K +$231K +4,035 New
CFP
1710
Comprehensive Financial Planning
Pennsylvania
$214K +$1.54K +27 +0.7%
WAG
1711
Winthrop Advisory Group
Massachusetts
$214K -$2.17K -38 -0.9%
BCM
1712
BTC Capital Management
Iowa
$214K – – –
SA
1713
SPWM Advisors
Michigan
$213K +$1.49K +26 +0.7%
TIM
1714
Tevis Investment Management
Texas
$213K -$4.12K -72 -2%
MB
1715
MidFirst Bank
Oklahoma
$213K – – –
PEP
1716
Pickering Energy Partners
Texas
$212K -$57.2K -1,000 -20%
BI
1717
Ballast Inc
Kentucky
$212K – – –
SC
1718
Scratch Capital
Idaho
$212K – – –
TWM
1719
Tortuga Wealth Management
California
$212K +$686 +12 +0.3%
DWP
1720
Destiny Wealth Partners
Florida
$212K – – –
SLC
1721
Second Line Capital
Louisiana
$212K +$29.6K +518 +15%
RRA
1722
Round Rock Advisors
Connecticut
$211K -$12.5K -219 -5%
PCM
1723
Prelude Capital Management
New York
$211K -$4.6M -80,451 -95%
B
1724
Bayban
Minnesota
$210K – – –
BWP
1725
BSW Wealth Partners
Colorado
$210K -$49.7K -869 -18%
67 68
69
70 71