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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Lodestone Wealth Management
Washington
$439K +$429K +5,889 New
WA
727
Wealthstar Advisors
Texas
$439K +$3.94K +54 +0.9%
DWA
728
Dougherty Wealth Advisers
Minnesota
$439K – – –
PSF
729
Pacific Sun Financial
California
$438K -$2.92K -40 -0.7%
CWA
730
Clarus Wealth Advisors
Arizona
$438K -$10.8K -148 -2%
AIM
731
Allen Investment Management
New York
$433K -$17.1K -235 -4%
PG
732
Proffitt & Goodson
Tennessee
$433K -$364 -5 -0.1%
TA
733
TrueWealth Advisors
Alabama
$432K +$88.9K +1,220 +27%
GSIAS
734
Garden State Investment Advisory Services
New Jersey
$432K +$422K +5,797 New
BFS
735
Bradley Foster & Sargent
Connecticut
$430K -$13.8K -190 -3%
LG
736
Leuthold Group
Minnesota
$429K +$1.17K +16 +0.3%
CCM
737
Coldstream Capital Management
Washington
$427K +$417K +5,723 New
BEI
738
Benjamin Edwards Inc
Missouri
$424K +$33.2K +456 +9%
WC
739
Whitney & Co
New York
$424K -$1.09K -15 -0.3%
RFC
740
Regions Financial Corp
Alabama
$423K -$85.8K -1,177 -17%
CPP
741
Capasso Planning Partners
South Carolina
$419K +$409K +5,617 New
IAG
742
Investment Advisory Group
Massachusetts
$417K +$151K +2,067 +59%
AFAS
743
Acorn Financial Advisory Services
Virginia
$417K +$5.25K +72 +1%
CCM
744
Chilton Capital Management
Texas
$416K +$10.7K +147 +3%
FPW
745
Flagship Private Wealth
Massachusetts
$412K +$60.7K +833 +18%
RIA
746
Regal Investment Advisors
Michigan
$408K +$399K +5,474 New
YIH
747
Y-Intercept (HK)
Hong Kong
$407K +$397K +5,454 New
SJIM
748
St. Johns Investment Management
Florida
$406K -$2.84K -39 -0.7%
CG
749
Caprock Group
Idaho
$406K +$70.8K +972 +22%
TI
750
TTP Investments
California
$405K -$7.07K -97 -2%
28 29
30
31 32