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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
326
Dakota Wealth Management
Florida
$512K -$81.4K -1,517 -14%
BSAM
327
Blue Sky Asset Management
Colorado
$509K +$506K +9,436 New
EAM
328
Evanson Asset Management
California
$503K -$2.09K -39 -0.4%
JCM
329
Jacobi Capital Management
Pennsylvania
$496K +$21.8K +406 +5%
SSWM
330
Smith Salley Wealth Management
North Carolina
$487K -$6.82K -127 -1%
AC
331
Addison Capital
Pennsylvania
$485K -$53.7K -1,001 -10%
KCM
332
Kanawha Capital Management
Virginia
$484K – – –
BWM
333
Baystate Wealth Management
Massachusetts
$484K +$18.6K +346 +4%
TNB
334
Thomasville National Bank
Georgia
$483K -$31.1K -580 -6%
GWM
335
Geneos Wealth Management
Colorado
$475K +$111K +2,063 +31%
PA
336
Parallel Advisors
California
$464K +$77K +1,434 +20%
MWP
337
MYCIO Wealth Partners
Pennsylvania
$455K -$15.5K -288 -3%
AF
338
Arrow Financial
New York
$449K -$66.2K -1,234 -13%
FA
339
FMA Advisory
Pennsylvania
$437K -$2.68K -50 -0.6%
TFF
340
The Family Firm
Maryland
$433K +$20.6K +383 +5%
SA
341
Strategic Advisors
New York
$425K -$22.6K -422 -5%
CC
342
Chanos & Company
New York
$420K +$25.5K +476 +7%
NSIM
343
North Star Investment Management
Illinois
$416K +$39.7K +739 +11%
WI
344
Wintrust Investments
Illinois
$412K – – –
IWP
345
Icon Wealth Partners
Texas
$410K +$402K +7,489 +6,808%
SSG
346
Summit Securities Group
New York
$401K +$399K +7,439 New
CG
347
Colony Group
Massachusetts
$400K -$25.5K -475 -6%
VA
348
Valmark Advisers
Ohio
$400K +$139K +2,594 +54%
P
349
PhaseCapital
New York
$393K -$48.8K -909 -11%
CT
350
Chicago Trust
Illinois
$390K +$2.58K +48 +0.7%
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