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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
826
Rede Wealth
Virginia
$286K +$277K +3,446 New
AP
827
Appleton Partners
Massachusetts
$286K +$14.1K +176 +5%
SWM
828
SeaCrest Wealth Management
New York
$284K -$26.7K -333 -9%
HP
829
Holistic Planning
Texas
$283K +$274K +3,414 New
WF
830
Warner Financial
Maryland
$283K – – –
PI
831
Pachira Investments
California
$280K +$271K +3,373 New
BWG
832
Balanced Wealth Group
Ohio
$279K +$1.36K +17 +0.5%
E
833
ETFidea
New York
$277K -$21.1K -263 -7%
HCM
834
Harvey Capital Management
Florida
$274K – – –
BHBT
835
Burke & Herbert Bank & Trust
Virginia
$273K +$53K +660 +25%
AWM
836
Accurate Wealth Management
Florida
$270K +$263K +3,277 New
EW
837
Element Wealth
Mississippi
$270K -$9.47K -118 -4%
GIA
838
Guyasuta Investment Advisors
Pennsylvania
$268K – – –
IFWM
839
Institute for Wealth Management
Colorado
$268K +$1.12K +14 +0.4%
TAM
840
Tocqueville Asset Management
New York
$268K -$40.1K -500 -13%
SQA
841
Simon Quick Advisors
New Jersey
$267K -$4.42K -55 -2%
LGWM
842
Litman Gregory Wealth Management
California
$267K – – –
RPCONE
843
Retirement Planning Company of New England
Rhode Island
$266K -$1.93K -24 -0.7%
NP
844
NorthRock Partners
Minnesota
$264K -$41.8K -521 -14%
CNC
845
Citizens & Northern Corp
Pennsylvania
$264K +$255K +3,181 New
WCM
846
WealthBridge Capital Management
Ohio
$263K -$5.94K -74 -2%
ACM
847
AUA Capital Management
Pennsylvania
$263K – – –
SJIM
848
St. Johns Investment Management
Florida
$263K -$10.3K -128 -4%
PG
849
Prostatis Group
Maryland
$261K +$35.4K +441 +16%
BCG
850
Breakwater Capital Group
New Jersey
$260K – – –
32 33
34
35 36