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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
576
Blue Zone Wealth Advisors
California
$850K +$855K +10,233 New
BF
577
BOK Financial
Oklahoma
$847K – – –
PFA
578
Pinnacle Family Advisors
Missouri
$845K +$850K +10,178 New
JE
579
Jacobs Equity
Utah
$845K +$36.6K +438 +5%
TFA
580
Transamerica Financial Advisors
Florida
$834K -$123K -1,471 -13%
SCM
581
Spreng Capital Management
Ohio
$834K -$59.5K -712 -7%
MIM
582
MTM Investment Management
South Carolina
$834K -$37.4K -448 -4%
RCA
583
Runnymede Capital Advisors
Ohio
$831K – – –
KCM
584
Kornitzer Capital Management
Kansas
$831K +$196K +2,350 +31%
MGIA
585
Matthew Goff Investment Advisor
Texas
$824K +$59.8K +716 +8%
OFS
586
OneAscent Financial Services
Alabama
$821K -$128K -1,529 -13%
JGIA
587
Jackson Grant Investment Advisers
Connecticut
$818K -$39.8K -476 -5%
GSIAS
588
Garden State Investment Advisory Services
New Jersey
$812K +$817K +9,777 New
CAL
589
Capital Advisors Ltd
Ohio
$806K +$668 +8 +0.1%
CMAI
590
Capital Management Associates Inc
Minnesota
$801K -$11.6K -139 -1%
BSB
591
Bangor Savings Bank
Maine
$801K -$56K -670 -6%
HBT
592
Hills Bank & Trust
Iowa
$794K +$92.1K +1,103 +13%
SWM
593
Stronghold Wealth Management
Florida
$793K +$17.1K +205 +2%
PCS
594
Personal CFO Solutions
New Jersey
$780K -$38K -455 -5%
EF
595
Evanson Financial
Virginia
$780K +$784K +9,385 New
CS
596
Clear Street
New York
$778K -$262K -3,132 -25%
KFGK
597
Keystone Financial Group (Kentucky)
Kentucky
$777K -$501 -6 -0.1%
NPT
598
National Philanthropic Trust
Pennsylvania
$776K +$781K +9,346 New
LBC
599
Lowe Brockenbrough & Co
Virginia
$768K -$25.6K -306 -3%
HH
600
Hilltop Holdings
Texas
$763K +$22.6K +270 +3%
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