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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
601
ARS Investment Partners
New York
$777K +$4.66K +64 +0.6%
CGFA
602
Colton Groome Financial Advisors
North Carolina
$777K +$364K +4,996 +92%
NSIM
603
North Star Investment Management
Illinois
$774K -$656 -9 -0.1%
CG
604
Colony Group
Massachusetts
$773K +$474K +6,510 +169%
SFG
605
Summit Financial Group
West Virginia
$770K +$333K +4,575 +79%
PT
606
Plimoth Trust
Massachusetts
$762K -$15.4K -211 -2%
MC
607
Mathes Company
New York
$762K – – –
SWP
608
Strategic Wealth Partners
Ohio
$760K +$368K +5,053 +98%
RBC
609
Roble Belko & Company
Pennsylvania
$754K – – –
GFG
610
Greystone Financial Group
Michigan
$753K +$76.7K +1,052 +12%
CT
611
Caldwell Trust
Florida
$752K +$600K +8,230 +442%
IAIM
612
International Assets Investment Management
Florida
$747K +$151K +2,075 +26%
GI
613
GAMCO Investors
Connecticut
$746K – – –
TFS
614
Thoroughbred Financial Services
Tennessee
$744K +$29.6K +406 +4%
HW
615
Hancock Whitney
Mississippi
$741K -$672K -9,216 -48%
EWM
616
Endurance Wealth Management
Rhode Island
$736K +$41.8K +573 +6%
LJCM
617
Lee Johnson Capital Management
Texas
$715K -$173K -2,368 -20%
ORC
618
O'Rourke & Company
Massachusetts
$714K +$49.3K +676 +8%
NFSG
619
Newbridge Financial Services Group
Florida
$714K +$252K +3,461 +57%
VFA
620
Valeo Financial Advisors
Indiana
$712K +$4.3K +59 +0.6%
PVH
621
Psagot Value Holdings
Israel
$712K +$45.3K +622 +7%
TCWM
622
Total Clarity Wealth Management
Illinois
$710K +$372K +5,103 +115%
MPCG
623
Matrix Private Capital Group
New York
$708K +$16K +219 +2%
PWP
624
Phillips Wealth Planners
Mississippi
$698K +$689K +9,459 New
EAM
625
Evanson Asset Management
California
$696K -$29.7K -407 -4%
23 24
25
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