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State Street Energy Select Sector SPDR ETF
XLE

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2201
Windward Private Wealth Management
Kansas
– -$209K -3,419 Closed
GPW
2202
Gray Private Wealth
Massachusetts
– -$209K -3,416 Closed
VH
2203
Visionary Horizons
Tennessee
– -$209K -3,405 Closed
DC
2204
DeDora Capital
California
– -$208K -3,400 Closed
SWM
2205
Sendero Wealth Management
Texas
– -$208K -3,400 Closed
WAAG
2206
Wealth Alliance Advisory Group
Kansas
– -$208K -3,400 Closed
BWM
2207
BCGM Wealth Management
Indiana
– -$208K -3,399 Closed
DFG
2208
Dynamic Financial Group
Iowa
– -$206K -3,370 Closed
SIM
2209
SSI Investment Management
California
– -$206K -3,370 Closed
CTA
2210
Chesley Taft & Associates
Illinois
– -$203K -3,313 Closed
MPCL
2211
My Personal CFO LLC
Washington
– -$200K -3,265 Closed
AGWCA
2212
Annis Gardner Whiting Capital Advisors
Florida
– -$192K -3,133 Closed
WOSD
2213
WFA of San Diego
California
– -$165K -2,700 Closed
AA
2214
Addison Advisors
Vermont
– -$160K -2,608 Closed
FF
2215
Friedenthal Financial
New Jersey
– -$152K -2,489 Closed
WSCM
2216
Wellington Shields Capital Management
New York
– -$145K -2,375 Closed
RFP
2217
Root Financial Partners
California
– -$140K -2,281 Closed
BWA
2218
Basecamp Wealth Advisors
Washington
– -$140K -2,278 Closed
TLFA
2219
True Link Financial Advisors
California
– -$136K -2,228 Closed
GWSA
2220
Global Wealth Strategies & Associates
Colorado
– -$127K -2,066 Closed
WSC
2221
Wellington Shields & Co
New York
– -$116K -1,900 Closed
GJIA
2222
Glass Jacobson Investment Advisors
Maryland
– -$110K -1,791 Closed
GWANC
2223
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$110K -1,791 Closed
MWC
2224
MBM Wealth Consultants
Missouri
– -$101K -1,650 Closed
PP
2225
Prudential plc
United Kingdom
– -$98K -1,600 Closed
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