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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
726
Colton Groome Financial Advisors
North Carolina
$346K +$113K +1,500 +45%
MGIA
727
Moneta Group Investment Advisors
Missouri
$345K -$130K -1,729 -27%
OCPWS
728
One Charles Private Wealth Services
Massachusetts
$345K +$88.6K +1,180 +33%
TI
729
tru Independence
Oregon
$343K -$13.9K -185 -4%
SMC
730
Smith, Moore & Co
Missouri
$343K +$20.3K +270 +6%
RZH
731
Relyea Zuckerberg Hanson
Connecticut
$342K – – –
QPWM
732
Quadrant Private Wealth Management
Pennsylvania
$340K +$354K +4,711 New
WCA
733
Westover Capital Advisors
Delaware
$339K – – –
ES
734
ETF Store
Kansas
$338K +$19.3K +257 +6%
CAC
735
Certified Advisory Corp
Florida
$336K +$38.7K +515 +12%
VAS
736
Vestmark Advisory Solutions
Massachusetts
$335K +$33.6K +448 +11%
WWM
737
WT Wealth Management
Arizona
$334K +$47.4K +631 +16%
LA
738
Latitude Advisors
Florida
$331K +$3.23K +43 +1%
BCP
739
Blue Chip Partners
Michigan
$329K +$59.6K +794 +21%
HG
740
Herbst Group
Connecticut
$328K -$751 -10 -0.2%
CBC
741
Coombe, Bender & Co
New York
$327K +$340K +4,527 New
PFBT
742
Parkside Financial Bank & Trust
Missouri
$325K +$76.9K +1,024 +29%
FDCDDQ
743
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323K -$50.3K -670 -13%
IFWM
744
Institute for Wealth Management
Colorado
$320K -$192K -2,553 -37%
CWA
745
Clearview Wealth Advisors
Oregon
$319K -$88.5K -1,179 -21%
SW
746
Signify Wealth
Missouri
$318K +$330K +4,402 New
EVM
747
Eaton Vance Management
Massachusetts
$317K +$59.3K +790 +22%
NF
748
Norwood Financial
Pennsylvania
$316K -$24K -320 -7%
BJL
749
Brighton Jones LLC
Washington
$316K -$7.51K -100 -2%
SSWM
750
Smith Salley Wealth Management
North Carolina
$316K – – –
28 29
30
31 32