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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
726
Orser Capital Management
Texas
$433K – – –
QWM
727
Quadcap Wealth Management
Texas
$432K +$140K +1,745 +50%
GEA
728
Glen Eagle Advisors
New Jersey
$432K – – –
MGIA
729
Moneta Group Investment Advisors
Missouri
$428K -$149K -1,851 -26%
AF
730
Advisornet Financial
Minnesota
$427K -$12.1K -151 -3%
RFC
731
Regions Financial Corp
Alabama
$421K +$29.9K +372 +8%
SPC
732
Spirepoint Private Client
Florida
$418K – – –
TC
733
TownSquare Capital
Utah
$418K -$6.82K -85 -2%
JSSH
734
J. Safra Sarasin Holding
$415K +$401K +5,000 New
OAM
735
Occidental Asset Management
California
$412K +$101K +1,256 +34%
LWM
736
Lyell Wealth Management
California
$411K +$8.83K +110 +2%
MMA
737
Miracle Mile Advisors
California
$409K +$59.2K +737 +18%
BWP
738
Balboa Wealth Partners
Arizona
$407K -$185K -2,308 -32%
AUB
739
Atlantic Union Bankshares
Virginia
$406K – – –
CAI
740
Capital Advisors Inc
Oklahoma
$405K -$482 -6 -0.1%
TPI
741
Trust Point Inc
Wisconsin
$405K – – –
B
742
Bailard
California
$405K -$38.1K -474 -9%
SFC
743
Strategic Financial Concepts
Texas
$404K +$96.5K +1,202 +33%
AA
744
Addison Advisors
Vermont
$402K -$89.2K -1,111 -19%
BFS
745
Bradley Foster & Sargent
Connecticut
$401K -$6.58K -82 -2%
AAMA
746
Advanced Asset Management Advisors
Ohio
$401K – – –
AFG
747
Atomi Financial Group
New York
$400K -$12.4K -154 -3%
WC
748
Whitney & Co
New York
$397K +$54K +672 +16%
CPSAC
749
Chas P. Smith & Associates (CPS)
Florida
$396K +$8.51K +106 +2%
FPW
750
Flagship Private Wealth
Massachusetts
$392K +$379K +4,721 New
28 29
30
31 32