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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
726
Channel Wealth
California
$341K -$8.16K -107 -2%
WANY
727
Wealthspire Advisors (New York)
New York
$338K -$30.4K -398 -8%
PBK
728
Peoples Bank (Kansas)
Kansas
$337K – – –
BAM
729
Berkshire Asset Management
Pennsylvania
$336K +$334K +4,383 New
CWM
730
Cornerstone Wealth Management
Missouri
$335K +$75.5K +990 +29%
ZIM
731
Zacks Investment Management
Illinois
$331K +$58.1K +762 +21%
DBRC
732
D.B. Root & Company
Pennsylvania
$327K – – –
FPGK
733
Financial Partners Group (Kansas)
Kansas
$326K -$1.22K -16 -0.4%
IGWM
734
ICA Group Wealth Management
Colorado
$321K -$638K -8,361 -67%
MMA
735
Miracle Mile Advisors
California
$321K +$48.8K +640 +18%
NS
736
NBC Securities
Alabama
$318K +$59.8K +784 +23%
SSWM
737
Smith Salley Wealth Management
North Carolina
$317K -$5.87K -77 -2%
WPP
738
Whalerock Point Partners
Rhode Island
$316K – – –
WC
739
Whitney & Co
New York
$315K -$36.7K -481 -10%
LSIA
740
LaSalle St. Investment Advisors
Illinois
$314K +$237K +3,108 New
FLC
741
Fifth Lane Capital
Texas
$314K +$312K +4,094 New
MAM
742
MMA Asset Management
Pennsylvania
$311K -$542K -7,112 -64%
VCA
743
Verdence Capital Advisors
Maryland
$307K – – –
LFASL
744
Lugano Financial Advisors SA (LFA)
Switzerland
$306K – – –
MA
745
Montag & Associates
Georgia
$306K -$461K -6,049 -60%
PG
746
Proffitt & Goodson
Tennessee
$306K -$2.44K -32 -0.8%
LA
747
Lynch & Associates
Indiana
$305K – – –
SP
748
Sequent Planning
Nebraska
$305K +$82.8K +1,085 +37%
SAF
749
Smith Anglin Financial
Texas
$303K -$268K -3,507 -47%
GWP
750
Gateway Wealth Partners
Wisconsin
$301K -$9.46K -124 -3%
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30
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