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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
751
Wealth Effects
Massachusetts
$401K +$23.7K +325 +6%
SC
752
Solstein Capital
California
$400K -$70.6K -969 -15%
SFMG
753
Sage Financial Management Group
Virginia
$398K +$87.5K +1,201 +29%
BCP
754
Berkeley Capital Partners
Georgia
$396K +$387K +5,308 New
DCM
755
Donaldson Capital Management
Indiana
$394K +$385K +5,290 New
AAMA
756
Advanced Asset Management Advisors
Ohio
$394K +$5.61K +77 +1%
ZIM
757
Zacks Investment Management
Illinois
$391K +$101K +1,380 +36%
APW
758
Aurora Private Wealth
New Jersey
$388K -$16.2K -222 -4%
RAM
759
Riggs Asset Management
Pennsylvania
$387K -$4.66K -64 -1%
MWAM
760
Manhattan West Asset Management
California
$385K +$377K +5,169 New
XF
761
XML Financial
Maryland
$384K +$12K +165 +3%
CAI
762
Capital Advisors Inc
Oklahoma
$378K +$12.8K +175 +4%
SIG
763
Spinnaker Investment Group
California
$377K +$45.7K +627 +14%
HCP
764
Hexagon Capital Partners
Arkansas
$375K – – –
JFL
765
Jarislowsky, Fraser Ltd
Quebec, Canada
$373K +$364K +5,000 New
LFAS
766
Level Four Advisory Services
Texas
$373K +$364K +4,997 New
HHRDM
767
H&H Retirement Design & Management
Nevada
$372K +$5.1K +70 +1%
AWM
768
Accel Wealth Management
Iowa
$372K -$73 -1 -0%
TFA
769
Trinity Financial Advisors
Ohio
$370K -$140K -1,922 -28%
AWA
770
Amplius Wealth Advisors
Pennsylvania
$368K +$359K +4,931 New
T
771
TCWP
Ohio
$367K -$153K -2,098 -30%
JC
772
JB Capital
Connecticut
$367K +$48.2K +661 +16%
PFA
773
Petra Financial Advisors
Colorado
$363K +$354K +4,865 New
WCM
774
WealthBridge Capital Management
Ohio
$362K +$354K +4,861 New
CFCI
775
Comprehensive Financial Consultants Institutional
Indiana
$362K – – –
29 30
31
32 33