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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
501
Sage Financial Management Group
Virginia
$467K – – –
GRP
502
Global Retirement Partners
California
$465K +$16.8K +235 +4%
EWM
503
EPG Wealth Management
Georgia
$461K +$35.9K +503 +8%
BRWM
504
B. Riley Wealth Management
Tennessee
$460K +$25.1K +352 +6%
FA
505
FMA Advisory
Pennsylvania
$459K -$27K -379 -5%
GWA
506
GGM Wealth Advisors
Maryland
$459K +$2.21K +31 +0.5%
AGM
507
Alpine Global Management
New York
$459K +$476K +6,672 New
BONH
508
Bank of New Hampshire
New Hampshire
$458K – – –
RFWA
509
RPg Family Wealth Advisory
Massachusetts
$456K +$13.7K +192 +3%
IWA
510
Intercontinental Wealth Advisors
Texas
$454K +$42.6K +597 +10%
CIA
511
Choate Investment Advisors
Massachusetts
$451K – – –
MC
512
Moors & Cabot
Massachusetts
$449K -$6.91K -97 -1%
IFWM
513
Institute for Wealth Management
Colorado
$446K -$21.7K -305 -4%
SWA
514
Stratos Wealth Advisors
Ohio
$445K -$51.6K -724 -10%
CC
515
Cedar Capital
Illinois
$440K -$82K -1,150 -15%
GL
516
Graypoint LLC
New York
$440K -$59.9K -841 -12%
CW
517
CreativeOne Wealth
Kansas
$436K -$16.6K -233 -4%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$436K +$212K +2,968 +88%
PSF
519
Pacific Sun Financial
California
$435K +$450K +6,315 New
TFF
520
The Family Firm
Maryland
$434K -$23.1K -324 -5%
IAN
521
Integrated Advisors Network
Texas
$434K +$109K +1,524 +32%
JWA
522
JFS Wealth Advisors
Pennsylvania
$429K +$445K +6,239 New
BWM
523
Bulltick Wealth Management
Florida
$426K +$63.4K +890 +17%
AWM
524
Accel Wealth Management
Iowa
$420K -$16K -224 -4%
FPCP
525
Fort Point Capital Partners
California
$419K +$434K +6,090 New
19 20
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