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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
801
RPG Investment Advisory
California
$21K – – –
AW
802
Avion Wealth
Texas
$21K +$20.4K +309 New
PCG
803
Private Capital Group
Connecticut
$21K +$20.8K +315 New
BCM
804
Bourgeon Capital Management
Connecticut
$20K – – –
MSFP
805
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
SMA
806
Sage Mountain Advisors
Georgia
$20K +$19.8K +300 New
ADL
807
Asset Dedication LLC
California
$19K – – –
LWM
808
Liberty Wealth Management
California
$19K +$66 +1 +0.3%
SSB
809
Sandy Spring Bank
Maryland
$17K – – –
BBHC
810
Brown Brothers Harriman & Co
New York
$16K -$204K -3,091 -93%
TRCT
811
Tower Research Capital (TRC)
New York
$16K -$97.6K -1,477 -86%
CWP
812
Concord Wealth Partners
Virginia
$15K +$14.5K +219 New
ADIM
813
Alpha DNA Investment Management
Maryland
$14K +$14.4K +218 New
DAM
814
Delta Asset Management
Tennessee
$13K – – –
SQA
815
Simon Quick Advisors
New Jersey
$13K +$132 +2 +1%
HR
816
Howe & Rusling
New York
$13K +$4.43K +67 +52%
AWMS
817
Advocacy Wealth Management Services
Georgia
$12K – – –
CA
818
Clearstead Advisors
Ohio
$12K – – –
LFG
819
Larson Financial Group
Missouri
$12K – – –
FFA
820
Freedman Financial Associates
Massachusetts
$11K +$10.6K +161 New
FCMT
821
Founders Capital Management (Texas)
Texas
$11K +$10.8K +164 New
CPWM
822
Cypress Point Wealth Management
Texas
$10K +$9.91K +150 New
BSSFA
823
Baron Silver Stevens Financial Advisors
Florida
$10K +$10.7K +162 New
IFAM
824
Institutional & Family Asset Management
Colorado
$9K – – –
SIS
825
Sound Income Strategies
Florida
$9K – – –
31 32
33
34 35