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State Street Consumer Staples Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
651
Level Four Advisory Services
Texas
$619K +$50.4K +631 +9%
TCM
652
Triumph Capital Management
Colorado
$619K +$9.1K +114 +2%
SL
653
SWMG LLC
Texas
$619K +$149K +1,871 +32%
GLA
654
Good Life Advisors
Pennsylvania
$613K -$61.5K -770 -9%
WE
655
Wealth Effects
Massachusetts
$600K -$57.3K -718 -9%
RWA
656
Roberts Wealth Advisors
California
$598K -$7.26K -91 -1%
WT
657
Whittier Trust
California
$592K -$1.6K -20 -0.3%
BFA
658
Beacon Financial Advisory
Ohio
$592K +$878 +11 +0.2%
PWM
659
Palumbo Wealth Management
New York
$592K -$16.3K -204 -3%
EAM
660
Empirical Asset Management
Massachusetts
$588K – – –
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$582K +$324K +4,059 +132%
TFF
662
The Family Firm
Maryland
$574K +$2.95K +37 +0.5%
CAMG
663
CWA Asset Management Group
Florida
$572K +$301K +3,770 +117%
AIM
664
Acropolis Investment Management
Missouri
$572K -$29.9K -375 -5%
WGC
665
Watts Gwilliam & Co
Arizona
$563K +$10.7K +134 +2%
WIA
666
Wealthedge Investment Advisors
New York
$561K -$905K -11,338 -62%
FPAS
667
Focus Partners Advisor Solutions
Missouri
$559K +$145K +1,820 +36%
NSIM
668
North Star Investment Management
Illinois
$556K -$30K -376 -5%
MA
669
MBA Advisors
Pennsylvania
$552K -$479 -6 -0.1%
AI
670
Atom Investors
Texas
$549K +$537K +6,725 New
SP
671
Sequent Planning
Nebraska
$547K +$140K +1,760 +36%
CAM
672
Creekmur Asset Management
Illinois
$547K +$1.92K +24 +0.4%
GWA
673
GGM Wealth Advisors
Maryland
$547K -$118K -1,482 -18%
FIA
674
Foundations Investment Advisors
Arizona
$541K -$15.6M -194,872 -97%
CC
675
Constitution Capital
Connecticut
$539K +$28.9K +362 +6%