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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
726
Dowling & Yahnke
California
$324K -$31.1K -425 -8%
SW
727
SVB Wealth
Massachusetts
$323K +$116K +1,587 +49%
CAM
728
Concorde Asset Management
Michigan
$322K +$33.1K +452 +10%
KIG
729
Kessler Investment Group
Indiana
$321K -$13.6K -186 -4%
RZH
730
Relyea Zuckerberg Hanson
Connecticut
$317K – – –
TI
731
tru Independence
Oregon
$316K -$659 -9 -0.2%
HFW
732
Horizon Family Wealth
Illinois
$315K -$9.67K -132 -3%
WCA
733
Westover Capital Advisors
Delaware
$314K – – –
FPW
734
Flagship Private Wealth
Massachusetts
$313K -$102K -1,397 -23%
MCA
735
MSH Capital Advisors
Arizona
$313K -$19.1K -261 -5%
ES
736
ETF Store
Kansas
$311K +$2.56K +35 +0.8%
LA
737
Latitude Advisors
Florida
$308K +$7.69K +105 +2%
HIC
738
Hartline Investment Corp
Illinois
$308K +$338K +4,618 New
TA
739
TrueWealth Advisors
Alabama
$306K +$30.2K +412 +10%
CAC
740
Certified Advisory Corp
Florida
$305K -$5.71K -78 -2%
JG
741
Jefferies Group
New York
$304K +$139K +1,897 +71%
CBC
742
Coombe, Bender & Co
New York
$302K – – –
EVM
743
Eaton Vance Management
Massachusetts
$300K +$8.5K +116 +3%
PCMF
744
Private Capital Management (Florida)
Florida
$300K +$330K +4,500 New
HG
745
Herbst Group
Connecticut
$299K – – –
IFWM
746
Institute for Wealth Management
Colorado
$298K +$2.35K +32 +0.7%
CG
747
Caprock Group
Idaho
$298K +$76K +1,037 +30%
SIG
748
Spinnaker Investment Group
California
$295K +$3.96K +54 +1%
TCWM
749
Total Clarity Wealth Management
Illinois
$295K +$161K +2,198 +99%
NF
750
Norwood Financial
Pennsylvania
$292K – – –
28 29
30
31 32