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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
751
SOA Wealth Advisors
New York
$316K +$2.18K +29 +0.7%
CAM
752
Concorde Asset Management
Michigan
$316K +$328K +4,370 New
KWM
753
KerberRose Wealth Management
Wisconsin
$316K +$328K +4,372 New
AAS
754
Annex Advisory Services
Wisconsin
$316K +$328K +4,376 New
SIG
755
Spinnaker Investment Group
California
$315K +$22.2K +296 +7%
NCM
756
NCM Capital Management
New Jersey
$312K +$56.3K +750 +21%
WPP
757
Whalerock Point Partners
Rhode Island
$307K – – –
AUB
758
Atlantic Union Bankshares
Virginia
$305K – – –
KCFA
759
Key Client Fiduciary Advisors
New Jersey
$304K +$52.7K +702 +20%
BONH
760
Bank of New Hampshire
New Hampshire
$303K -$1.88K -25 -0.6%
LA
761
Lynch & Associates
Indiana
$303K -$1.88K -25 -0.6%
EE
762
EWG Elevate
California
$302K -$5.53M -73,682 -95%
TA
763
TrueWealth Advisors
Alabama
$301K +$313K +4,169 New
TPW
764
TL Private Wealth
Texas
$298K +$1.73K +23 +0.6%
MWA
765
Meridian Wealth Advisors
Texas
$297K – – –
JC
766
JB Capital
Connecticut
$296K +$14.2K +189 +5%
FNT
767
First Nebraska Trust
Nebraska
$296K – – –
DADC
768
D.A. Davidson & Co
Montana
$294K -$2.2M -29,339 -88%
CPO
769
Cerity Partners OCIO
New York
$293K +$305K +4,057 New
TPWA
770
TRUE Private Wealth Advisors
Oregon
$292K – – –
SRSA
771
S.R. Schill & Associates
Washington
$290K -$7.36K -98 -2%
BFS
772
Bard Financial Services
Connecticut
$288K – – –
PCM
773
Parsons Capital Management
Rhode Island
$288K – – –
AWAG
774
ARS Wealth Advisors Group
Florida
$287K +$300 +4 +0.1%
WE
775
Wealth Effects
Massachusetts
$287K +$298K +3,973 New
29 30
31
32 33