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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
776
Tidal Investments
Wisconsin
$286K +$30.3K +404 +11%
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$285K – – –
JIR
778
James Investment Research
Ohio
$284K +$193K +2,574 +189%
OAM
779
Occidental Asset Management
California
$283K -$1.27M -16,946 -81%
IWA
780
IBEX Wealth Advisors
New Jersey
$281K +$292K +3,890 New
TAM
781
Tocqueville Asset Management
New York
$280K -$82.9K -1,104 -22%
MOS
782
MGO One Seven
Ohio
$280K +$291K +3,872 New
HP
783
HT Partners
Connecticut
$276K – – –
FFG
784
Frisch Financial Group
New York
$276K +$1.8K +24 +0.6%
CFB
785
Cullen/Frost Bankers
Texas
$275K +$81.4K +1,085 +40%
SIM
786
Sterling Investment Management
Arizona
$273K +$41.1K +547 +17%
ACM
787
AUA Capital Management
Pennsylvania
$272K – – –
BFP
788
Briaud Financial Planning
Texas
$269K -$754K -10,041 -73%
DP
789
Dearborn Partners
Illinois
$269K – – –
AT
790
American Trust
Kentucky
$264K +$51.9K +691 +23%
MCWS
791
McKinley Carter Wealth Services
West Virginia
$261K +$271K +3,612 New
RPCONE
792
Retirement Planning Company of New England
Rhode Island
$258K +$601 +8 +0.2%
JWBC
793
J.W. Burns & Co
New York
$256K -$1.5K -20 -0.6%
WIA
794
World Investment Advisors
California
$256K -$75 -1 -0%
WMS
795
Wealth Management Solutions
Pennsylvania
$254K -$55.5K -740 -17%
SPFA
796
Summit Place Financial Advisors
New Jersey
$254K -$41.3K -550 -14%
LNC
797
Lincoln National Corp
Pennsylvania
$252K -$291K -3,871 -53%
IAG
798
Investment Advisory Group
Massachusetts
$251K -$12.8K -171 -5%
LWP
799
Legacy Wealth Planning
Nevada
$251K +$38.3K +510 +17%
CG
800
Caprock Group
Idaho
$248K +$6.31K +84 +3%
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