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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Secure Asset Management
Michigan
$577K +$227K +3,016 +66%
CC
602
Constitution Capital
Connecticut
$576K -$73.7K -978 -11%
AF
603
Allworth Financial
California
$575K -$157K -2,088 -22%
BFA
604
Beacon Financial Advisory
Ohio
$575K +$50.6K +672 +10%
MFG
605
Merit Financial Group
Georgia
$573K +$569K +7,548 New
MA
606
MBA Advisors
Pennsylvania
$563K +$18.5K +246 +3%
LNC
607
Lincoln National Corp
Pennsylvania
$559K +$221K +2,932 +66%
LFG
608
Larson Financial Group
Missouri
$558K +$114K +1,507 +26%
SCA
609
Snowden Capital Advisors
New York
$557K +$221K +2,929 +66%
CAM
610
Cresset Asset Management
Illinois
$550K – – –
WA
611
Winfield Associates
Ohio
$549K +$15.1K +200 +3%
WLPWM
612
Walled Lake Planning & Wealth Management
Illinois
$546K -$603 -8 -0.1%
NWMG
613
National Wealth Management Group
Ohio
$541K +$537K +7,125 New
TFA
614
Trinity Financial Advisors
Ohio
$538K +$534K +7,089 New
MAWCM
615
Mine & Arao Wealth Creation & Management
California
$537K -$14K -186 -3%
KLCM
616
KG&L Capital Management
Louisiana
$537K -$13.3K -176 -2%
HW
617
Hancock Whitney
Mississippi
$534K +$531K +7,042 New
ISL
618
Ingalls & Snyder LLC
New York
$533K +$35K +465 +7%
IFWM
619
Institute for Wealth Management
Colorado
$530K -$20K -265 -4%
NL
620
NWAM LLC
Washington
$530K +$144K +1,909 +38%
CA
621
CGN Advisors
Kansas
$526K +$21.9K +291 +4%
EGWAG
622
Elwood & Goetz Wealth Advisory Group
Georgia
$522K +$23.6K +313 +5%
DWM
623
Dakota Wealth Management
Florida
$521K +$3.39K +45 +0.7%
AWM
624
Accel Wealth Management
Iowa
$521K +$25.3K +336 +5%
CA
625
Calton & Associates
Florida
$521K +$517K +6,866 New
23 24
25
26 27