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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
601
Roble Belko & Company
Pennsylvania
$732K – – –
FPW
602
Fairvoy Private Wealth
Alabama
$732K +$356K +4,387 +94%
TFS
603
Thoroughbred Financial Services
Tennessee
$731K -$96.8K -1,193 -12%
NCM
604
Narwhal Capital Management
Georgia
$730K -$2.76K -34 -0.4%
B
605
Bailard
California
$726K +$201K +2,482 +38%
AWM
606
Avior Wealth Management
Nebraska
$719K -$266K -3,273 -27%
4A
607
4Wealth Advisors
Illinois
$719K +$11K +136 +2%
PSCM
608
Per Stirling Capital Management
Texas
$717K -$722K -8,896 -50%
CWG
609
Cornerstone Wealth Group
North Carolina
$717K -$7.25M -89,306 -91%
CP
610
Castleview Partners
Texas
$715K +$311K +3,834 +77%
PCA
611
Providence Capital Advisors
North Carolina
$713K +$33.3K +410 +5%
GAM
612
Gotham Asset Management
New York
$712K – – –
MA
613
Montag & Associates
Georgia
$711K +$1.95K +24 +0.3%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$707K -$52.8K -651 -7%
MIG
615
McGuire Investment Group
Rhode Island
$705K +$39.4K +485 +6%
SCM
616
SCS Capital Management
Massachusetts
$697K -$191K -2,356 -21%
PWP
617
Phillips Wealth Planners
Mississippi
$693K +$22.6K +279 +3%
FAIM
618
Financial Advocates Investment Management
Washington
$691K -$1.11M -13,674 -62%
BC
619
Bricktown Capital
Michigan
$689K – – –
SP
620
Sequent Planning
Nebraska
$688K +$146K +1,798 +27%
JWA
621
JFS Wealth Advisors
Pennsylvania
$688K -$5.11K -63 -0.7%
PWM
622
Perigon Wealth Management
California
$687K -$51.2K -631 -7%
GVAG
623
Great Valley Advisor Group
Delaware
$685K -$8.84K -109 -1%
FT
624
Fiduciary Trust
Massachusetts
$683K -$27.6K -340 -4%
IWA
625
IBEX Wealth Advisors
New Jersey
$682K +$684K +8,425 New
23 24
25
26 27