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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
501
Buckingham Strategic Wealth
Missouri
$545K +$49.6K +750 +10%
GWM
502
Gray Wealth Management
Maine
$544K – – –
RF
503
Rollins Financial
Georgia
$542K +$531K +8,037 New
RRA
504
Round Rock Advisors
Connecticut
$541K +$530K +8,027 New
AA
505
Addison Advisors
Vermont
$540K +$529K +8,010 New
TFGT
506
TS Financial Group (TSFG)
Illinois
$538K +$5.62K +85 +1%
SBH
507
Segall Bryant & Hamill
Illinois
$536K – – –
FEM
508
Fulcrum Equity Management
Texas
$530K +$286K +4,325 +122%
CAM
509
Cresset Asset Management
Illinois
$526K +$516K +7,801 New
HAS
510
HBW Advisory Services
California
$524K +$2.58K +39 +0.5%
CT
511
Chicago Trust
Illinois
$520K +$661 +10 +0.1%
H
512
HoyleCohen
California
$519K +$176K +2,657 +53%
SP
513
Symmetry Partners
Connecticut
$512K -$7.53K -114 -1%
CNBTD
514
Citizens National Bank Trust Department
Mississippi
$512K +$502K +7,594 New
FT
515
Fiduciary Trust
Massachusetts
$509K +$29.7K +450 +6%
CC
516
Cedar Capital
Illinois
$505K -$31.8K -481 -6%
AW
517
ACG Wealth
Georgia
$504K +$5.95K +90 +1%
CCFM
518
Clear Creek Financial Management
Washington
$498K +$489K +7,393 New
BWP
519
Bernardo Wealth Planning
Pennsylvania
$496K +$126K +1,903 +35%
CCM
520
Chilton Capital Management
Texas
$493K -$113K -1,715 -19%
DWM
521
Dakota Wealth Management
Florida
$491K +$7.27K +110 +2%
FA
522
FMA Advisory
Pennsylvania
$490K +$16K +242 +3%
ISL
523
Ingalls & Snyder LLC
New York
$486K +$32.7K +495 +7%
MAWCM
524
Mine & Arao Wealth Creation & Management
California
$485K +$1.45K +22 +0.3%
RFC
525
Regions Financial Corp
Alabama
$478K -$24.5K -370 -5%
19 20
21
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