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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
751
Smith Salley Wealth Management
North Carolina
$292K – – –
SWA
752
SOA Wealth Advisors
New York
$291K -$879 -12 -0.3%
SAM
753
Secure Asset Management
Michigan
$289K -$91K -1,242 -22%
LWIC
754
Leith Wheeler Investment Counsel
British Columbia, Canada
$289K – – –
NCM
755
NCM Capital Management
New Jersey
$288K – – –
WPP
756
Whalerock Point Partners
Rhode Island
$284K – – –
JC
757
JB Capital
Connecticut
$284K +$11.4K +155 +4%
AUB
758
Atlantic Union Bankshares
Virginia
$282K – – –
MGIA
759
Moneta Group Investment Advisors
Missouri
$280K -$42.8K -584 -12%
BONH
760
Bank of New Hampshire
New Hampshire
$280K – – –
LA
761
Lynch & Associates
Indiana
$280K – – –
CWA
762
Clearview Wealth Advisors
Oregon
$278K -$18.7K -255 -6%
FDCDDQ
763
Federation des caisses Desjardins du Quebec
Quebec, Canada
$277K -$23.8K -325 -7%
SFMG
764
Sage Financial Management Group
Virginia
$276K -$179K -2,446 -37%
MWA
765
Meridian Wealth Advisors
Texas
$275K – – –
TPW
766
TL Private Wealth
Texas
$275K +$1.54K +21 +0.5%
FNT
767
First Nebraska Trust
Nebraska
$273K – – –
BFP
768
Briaud Financial Planning
Texas
$273K – – –
TI
769
Tidal Investments
Wisconsin
$271K +$6.89K +94 +2%
OAM
770
Occidental Asset Management
California
$271K +$9.45K +129 +3%
CPIG
771
Chicago Partners Investment Group
Illinois
$271K +$274K +3,733 New
TPWA
772
TRUE Private Wealth Advisors
Oregon
$270K – – –
SRSA
773
S.R. Schill & Associates
Washington
$268K – – –
BFS
774
Bard Financial Services
Connecticut
$267K – – –
SMC
775
Smith, Moore & Co
Missouri
$266K -$56.1K -765 -16%
29 30
31
32 33