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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Caldwell Trust
Florida
$251K +$124K +1,970 +101%
BIM
602
Baldwin Investment Management
Pennsylvania
$250K – – –
ECM
603
Exchange Capital Management
Michigan
$250K – – –
DCM
604
Donaldson Capital Management
Indiana
$249K -$7.33K -116 -3%
FI
605
FormulaFolio Investments
Michigan
$249K +$245K +3,878 New
HMS
606
Hanseatic Management Services
New Mexico
$248K -$1.26M -19,981 -84%
9WM
607
9258 Wealth Management
Ohio
$248K -$215K -3,407 -46%
CA
608
Claro Advisors
Massachusetts
$248K +$14.7K +233 +6%
TPCW
609
TD Private Client Wealth
New York
$246K +$12.3K +195 +5%
HP
610
HT Partners
Connecticut
$245K – – –
UR
611
USCA RIA
Texas
$243K – – –
RMAM
612
Raab & Moskowitz Asset Management
New Jersey
$243K +$5.94K +94 +3%
MFG
613
Magnus Financial Group
New York
$243K +$240K +3,796 New
FP
614
Financial Perspectives
Minnesota
$242K +$631 +10 +0.3%
ACM
615
AUA Capital Management
Pennsylvania
$242K – – –
MWM
616
Meridian Wealth Management
Kentucky
$241K +$238K +3,766 New
VR
617
Viridian RIA
Washington
$237K -$168K -2,667 -42%
LWS
618
Lucia Wealth Services
California
$237K +$44.2K +700 +23%
CHA
619
Carmichael Hill & Associates
Maryland
$236K +$189 +3 +0.1%
SW
620
SVB Wealth
Massachusetts
$236K +$232K +3,677 New
CB
621
Community Bank
New York
$228K -$90.2K -1,428 -29%
NB
622
Northwest Bancshares
Pennsylvania
$228K -$28.9K -457 -11%
OIA
623
OneDigital Investment Advisors
Kansas
$228K -$3.6K -57 -2%
VBFG
624
Vishria Bird Financial Group
Tennessee
$228K – – –
FEM
625
Fulcrum Equity Management
Texas
$227K +$223K +3,539 New
23 24
25
26 27