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State Street SPDR S&P Oil & Gas Exploration & Production ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
201
Neuberger Berman Group
New York
$621K -$555K -4,011 -50%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$598K -$8.72K -63 -2%
GRP
203
Global Retirement Partners
California
$597K -$90.7K -655 -15%
PMG
204
ProVise Management Group
Florida
$588K -$2.08K -15 -0.4%
PI
205
Parkside Investments
Illinois
$585K
HCM
206
Hollencrest Capital Management
California
$585K +$277 +2 +0.1%
GVAG
207
Great Valley Advisor Group
Delaware
$580K -$280K -2,022 -35%
ICG
208
InterOcean Capital Group
Tennessee
$577K -$11.9K -86 -2%
BAM
209
Belpointe Asset Management
Nevada
$569K +$242K +1,751 +91%
BCM
210
Beaumont Capital Management
Massachusetts
$567K +$507K +3,658 New
FTUS
211
Flow Traders U.S.
New York
$557K +$498K +3,597 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$555K -$11.8K -85 -2%
Prudential Financial
213
Prudential Financial
New Jersey
$549K +$11.8K +85 +2%
CF
214
Concorde Financial
Texas
$536K +$479K +3,462 New
NFG
215
Nations Financial Group
Iowa
$525K -$2.35K -17 -0.5%
WT
216
Whittier Trust
California
$524K
JF
217
Jump Financial
Illinois
$524K +$468K +3,380 New
JGC
218
J. Goldman & Co
New York
$522K -$1.72M -12,416 -79%
Creative Planning
219
Creative Planning
Kansas
$521K +$25.6K +185 +6%
OWA
220
Octavia Wealth Advisors
Ohio
$513K -$64.4K -465 -12%
HAS
221
HBW Advisory Services
California
$505K
WPW
222
Waldron Private Wealth
Pennsylvania
$503K
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$486K +$43.9K +317 +11%
TI
224
Trexquant Investment
Connecticut
$483K +$432K +3,118 New
SI
225
Stephens Inc
Arkansas
$481K +$138K +1,000 +48%