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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
1701
Accuvest Global Advisors
Utah
– -$313K -7,546 Closed
PWP
1702
Pursue Wealth Partners
California
– -$297K -7,170 Closed
PFM
1703
Peak Financial Management
Massachusetts
– -$280K -6,754 Closed
MA
1704
MAS Advisors
Florida
– -$277K -6,688 Closed
LFGH
1705
Lee Financial Group Hawaii
Hawaii
– -$277K -6,684 Closed
BZWA
1706
Blue Zone Wealth Advisors
California
– -$275K -6,644 Closed
SGCA
1707
Steel Grove Capital Advisors
Tennessee
– -$273K -6,602 Closed
VW
1708
Vance Wealth
California
– -$268K -6,476 Closed
OA
1709
Oxbow Advisors
Texas
– -$266K -6,426 Closed
WHG
1710
Westwood Holdings Group
Texas
– -$255K -6,158 Closed
FANJ
1711
Financial Architects (New Jersey)
New Jersey
– -$253K -6,110 Closed
SWP
1712
Semus Wealth Partners
Florida
– -$251K -6,068 Closed
CFG
1713
Carr Financial Group
Massachusetts
– -$250K -6,030 Closed
CFO
1714
Colony Family Offices
North Carolina
– -$248K -6,000 Closed
DAM
1715
Deltec Asset Management
New York
– -$248K -6,000 Closed
DACS
1716
Dymon Asia Capital (Singapore)
Singapore
– -$248K -6,000 Closed
CS
1717
Capital Square
Tennessee
– -$251K -5,896 Closed
FWA
1718
FSM Wealth Advisors
Ohio
– -$243K -5,878 Closed
SSG
1719
Summit Securities Group
New York
– -$236K -5,800 Closed
JF
1720
JSF Financial
California
– -$239K -5,766 Closed
CWM
1721
Concentric Wealth Management
California
– -$238K -5,746 Closed
AFP
1722
Alpha Financial Partners
Kentucky
– -$230K -5,562 Closed
AC
1723
Anson Capital
Georgia
– -$229K -5,532 Closed
WBG
1724
Wharton Business Group
Pennsylvania
– -$228K -5,520 Closed
AG
1725
Ascent Group
Virginia
– -$225K -5,438 Closed
67 68
69
70 71