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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1701
LexAurum Advisors
Kansas
$255K +$223K +4,161 New
HCM
1702
Harvey Capital Management
Florida
$254K +$223K +4,150 New
HA
1703
Hyposwiss Advisors
$254K – – –
CPA
1704
Cathy Pareto & Associates
Florida
$254K +$222K +4,138 New
AC
1705
Anson Capital
Georgia
$253K +$222K +4,134 New
SWM
1706
SilverOak Wealth Management
Minnesota
$253K +$221K +4,128 New
T
1707
TrueFG
Texas
$253K -$77K -1,435 -26%
RCA
1708
Runnymede Capital Advisors
Ohio
$252K +$221K +4,120 New
AFM
1709
Abbot Financial Management
Massachusetts
$252K +$221K +4,118 New
SFS
1710
Sharp Financial Services
Pennsylvania
$251K +$220K +4,100 New
LWM
1711
Lakeridge Wealth Management
Ohio
$251K +$219K +4,090 New
EWS
1712
Evergreen Wealth Solutions
Pennsylvania
$251K +$219K +4,089 New
TIM
1713
Tevis Investment Management
Texas
$250K +$219K +4,089 New
ZF
1714
Zhang Financial
Michigan
$250K +$219K +4,087 New
RDWM
1715
Red Door Wealth Management
Tennessee
$250K +$219K +4,078 New
WAG
1716
Winthrop Advisory Group
Massachusetts
$249K +$218K +4,068 New
AIIMS
1717
Analyst IMS Investment Management Services
Israel
$249K +$218K +4,064 New
OCM
1718
Orleans Capital Management
Louisiana
$248K +$217K +4,054 New
MW
1719
Marble Wealth
Alabama
$248K +$217K +4,051 New
TWP
1720
Tempus Wealth Planning
California
$247K +$216K +4,034 New
CFA
1721
Capstone Financial Advisors
Illinois
$247K +$216K +4,030 New
BCM
1722
BTC Capital Management
Iowa
$246K +$216K +4,022 New
MWA
1723
Mills Wealth Advisors
Texas
$246K +$216K +4,021 New
MB
1724
MidFirst Bank
Oklahoma
$246K – – –
CFP
1725
Comprehensive Financial Planning
Pennsylvania
$245K +$1.23K +23 +0.6%
67 68
69
70 71