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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
776
Quadrant Private Wealth Management
Pennsylvania
$377K +$1.22K +15 +0.3%
CPSAC
777
Chas P. Smith & Associates (CPS)
Florida
$376K -$2.27K -28 -0.6%
IAA
778
Independent Advisor Alliance
North Carolina
$371K +$51.3K +632 +16%
PFP
779
Paragon Financial Partners
California
$370K +$1.87K +23 +0.5%
SWA
780
SOA Wealth Advisors
New York
$369K +$2.35K +29 +0.6%
AWM
781
Accel Wealth Management
Iowa
$368K +$2.76K +34 +0.8%
RWP
782
RWA Wealth Partners
Massachusetts
$364K – – –
FNT
783
First Nebraska Trust
Nebraska
$361K – – –
CAC
784
Certified Advisory Corp
Florida
$359K -$2.43K -30 -0.7%
ATC
785
Argent Trust Co
Tennessee
$358K – – –
PRP
786
Peak Retirement Planning
Ohio
$354K -$5.49M -67,611 -94%
SSWM
787
Smith Salley Wealth Management
North Carolina
$353K +$35.8K +441 +11%
MPIA
788
Milestones Private Investment Advisors
New York
$350K +$351K +4,328 New
PW
789
Potentia Wealth
California
$349K – – –
WIA
790
Wealthedge Investment Advisors
New York
$347K -$209K -2,581 -38%
PCA
791
Purkiss Capital Advisors
Connecticut
$343K +$344K +4,236 New
SYBT
792
Stock Yards Bank & Trust
Kentucky
$343K +$126K +1,553 +58%
HG
793
Herbst Group
Connecticut
$340K +$37.8K +466 +12%
AI
794
Arrien Investments
Idaho
$339K -$34.8K -429 -9%
BTI
795
Blue Trust Inc
Georgia
$338K +$229K +2,819 +207%
IB
796
Iyo Bank
Japan
$338K -$675K -8,320 -67%
WE
797
Wealth Effects
Massachusetts
$338K -$258K -3,176 -43%
BFM
798
Boothbay Fund Management
New York
$336K – – –
WPP
799
Whalerock Point Partners
Rhode Island
$335K – – –
IFWM
800
Institute for Wealth Management
Colorado
$329K +$329K +4,060 New
30 31
32
33 34