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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$777K +$1.02K +14 +0.1%
NFSG
552
Newbridge Financial Services Group
Florida
$772K +$55.2K +754 +8%
KCFA
553
Key Client Fiduciary Advisors
New Jersey
$771K +$211K +2,890 +39%
AWM
554
Activest Wealth Management
Florida
$769K -$12.8M -175,373 -94%
AWM
555
Aries Wealth Management
Maine
$765K +$92.2K +1,261 +14%
SLFPAM
556
St. Louis Financial Planners Asset Management
Missouri
$763K +$747K +10,215 New
BAAM
557
Baker Avenue Asset Management
California
$761K -$2.73M -37,261 -79%
TCM
558
True Capital Management
California
$761K -$23.4K -320 -3%
LNC
559
Lincoln National Corp
Pennsylvania
$759K +$86.4K +1,181 +13%
AIP
560
ARS Investment Partners
New York
$757K -$21.1K -289 -3%
RBC
561
Roble Belko & Company
Pennsylvania
$755K – – –
PMG
562
ProVise Management Group
Florida
$754K -$956K -13,074 -56%
ZIMP
563
Zimmermann Investment Management & Planning
Pennsylvania
$754K -$210K -2,868 -22%
USCWA
564
U.S. Capital Wealth Advisors
Texas
$752K -$1.5M -20,536 -67%
SDAM
565
Shulman DeMeo Asset Management
New York
$749K -$99.7K -1,363 -12%
EWM
566
Endurance Wealth Management
Rhode Island
$748K +$10.3K +141 +1%
GI
567
GAMCO Investors
Connecticut
$747K – – –
TFS
568
Thoroughbred Financial Services
Tennessee
$746K – – –
FPGK
569
Financial Partners Group (Kansas)
Kansas
$742K -$57.9K -792 -7%
HW
570
Hancock Whitney
Mississippi
$742K – – –
SW
571
SteelPeak Wealth
California
$742K -$908K -12,413 -56%
PT
572
Plimoth Trust
Massachusetts
$738K -$24.4K -333 -3%
PWP
573
Phillips Wealth Planners
Mississippi
$737K +$3.37K +46 +0.5%
PA
574
Pinnacle Associates
New York
$727K +$45.6K +624 +7%
ORC
575
O'Rourke & Company
Massachusetts
$726K +$10.1K +138 +1%
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