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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1701
Blodgett Wealth Advisors
California
$260K +$228K +4,250 New
PHWM
1702
Pine Harbor Wealth Management
Maryland
$260K +$228K +4,244 New
TNAM
1703
Terra Nova Asset Management
New York
$260K +$227K +4,237 New
CWA
1704
Cura Wealth Advisors
Illinois
$258K +$226K +4,215 New
AWC
1705
Abundance Wealth Counselors
Pennsylvania
$258K +$226K +4,214 New
RRA
1706
Round Rock Advisors
Connecticut
$257K -$2.71M -50,435 -92%
SCM
1707
Sage Capital Management
New Jersey
$257K +$225K +4,188 New
PCWA
1708
Pacific Capital Wealth Advisors
California
$255K +$224K +4,170 New
LA
1709
LexAurum Advisors
Kansas
$255K +$223K +4,161 New
HCM
1710
Harvey Capital Management
Florida
$254K +$223K +4,150 New
HA
1711
Hyposwiss Advisors
$254K – – –
CPA
1712
Cathy Pareto & Associates
Florida
$254K +$222K +4,138 New
AC
1713
Anson Capital
Georgia
$253K +$222K +4,134 New
SWM
1714
SilverOak Wealth Management
Minnesota
$253K +$221K +4,128 New
T
1715
TrueFG
Texas
$253K -$77K -1,435 -26%
RCA
1716
Runnymede Capital Advisors
Ohio
$252K +$221K +4,120 New
AFM
1717
Abbot Financial Management
Massachusetts
$252K +$221K +4,118 New
SFS
1718
Sharp Financial Services
Pennsylvania
$251K +$220K +4,100 New
LWM
1719
Lakeridge Wealth Management
Ohio
$251K +$219K +4,090 New
EWS
1720
Evergreen Wealth Solutions
Pennsylvania
$251K +$219K +4,089 New
TIM
1721
Tevis Investment Management
Texas
$250K +$219K +4,089 New
ZF
1722
Zhang Financial
Michigan
$250K +$219K +4,087 New
RDWM
1723
Red Door Wealth Management
Tennessee
$250K +$219K +4,078 New
WAG
1724
Winthrop Advisory Group
Massachusetts
$249K +$218K +4,068 New
AIIMS
1725
Analyst IMS Investment Management Services
Israel
$249K +$218K +4,064 New
67 68
69
70 71