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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1826
BCGM Wealth Management
Indiana
$208K +$182K +3,399 New
VPP
1827
Vertex Planning Partners
Illinois
$208K +$182K +3,393 New
OL
1828
one8zero8 LLC
North Carolina
$207K +$41K +764 +29%
SLC
1829
Second Line Capital
Louisiana
$207K +$186K +3,474 New
DFG
1830
Dynamic Financial Group
Iowa
$206K +$181K +3,370 New
SIM
1831
SSI Investment Management
California
$206K +$181K +3,370 New
AFC
1832
Ares Financial Consulting
California
$206K +$751 +14 +0.4%
FLP
1833
Financial Life Planners
Arizona
$206K +$181K +3,368 New
BWM
1834
BlackDiamond Wealth Management
New York
$205K -$162K -3,028 -48%
CTA
1835
Chesley Taft & Associates
Illinois
$203K +$178K +3,313 New
TWM
1836
Tripletail Wealth Management
Florida
$201K -$96K -1,790 -34%
IPW
1837
Impact Partnership Wealth
Georgia
$201K +$176K +3,282 New
SWM
1838
SHP Wealth Management
Massachusetts
$200K +$5.42K +101 +3%
MPCL
1839
My Personal CFO LLC
Washington
$200K +$175K +3,265 New
AGWCA
1840
Annis Gardner Whiting Capital Advisors
Florida
$192K +$3.81K +71 +2%
RFA
1841
Reyes Financial Architecture
California
$192K +$45.6K +851 +37%
WAS
1842
Winch Advisory Services
Wisconsin
$190K -$2.09K -39 -1%
HB
1843
Horizon Bancorp
Indiana
$190K -$3.33K -62 -2%
TSMHT
1844
Thurston Springer Miller Herd & Titak
Indiana
$188K -$644 -12 -0.4%
DAM
1845
Delta Asset Management
Tennessee
$178K – – –
PWS
1846
Peterson Wealth Services
Utah
$177K – – –
FC
1847
Financial Consulate
Maryland
$176K +$1.56K +29 +1%
POIA
1848
Pin Oak Investment Advisors
Texas
$175K – – –
DWS
1849
Dynamic Wealth Strategies
California
$174K +$80.2K +1,496 +111%
EWM
1850
Evermay Wealth Management
Virginia
$173K -$78K -1,454 -34%
72 73
74
75 76