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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCAM
826
Kagan Cocozza Asset Management
New Jersey
$300K -$34.7K -445 -10%
VWA
827
Visionary Wealth Advisors
Illinois
$300K -$136K -1,740 -31%
MCM
828
Mainstream Capital Management
California
$299K -$9.83K -126 -3%
WE
829
Wealth Effects
Massachusetts
$299K -$4.61K -59 -2%
YIA
830
YHB Investment Advisors
Connecticut
$298K -$155K -1,989 -34%
GEA
831
Glen Eagle Advisors
New Jersey
$298K -$71.1K -911 -19%
HP
832
HT Partners
Connecticut
$297K – – –
AWM
833
Accel Wealth Management
Iowa
$295K -$16.8K -215 -5%
VT
834
Volterra Technologies
New York
$295K -$88K -1,128 -23%
FMI
835
F/M Investments
District of Columbia
$294K +$52.5K +673 +22%
GA
836
GFS Advisors
Texas
$294K +$295K +3,780 New
SSWM
837
Smith Salley Wealth Management
North Carolina
$293K -$9.76K -125 -3%
RFC
838
Regions Financial Corp
Alabama
$291K +$47.8K +613 +20%
UOTTAIMCU
839
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$291K -$43.1K -552 -13%
KF
840
KKM Financial
Illinois
$290K +$82K +1,051 +39%
IAG
841
Ipsen Advisor Group
Arkansas
$289K -$13K -166 -4%
SSG
842
Summit Securities Group
New York
$287K +$289K +3,700 New
EPM
843
Elm Partners Management
Pennsylvania
$287K +$289K +3,698 New
SYBT
844
Stock Yards Bank & Trust
Kentucky
$287K -$30.7K -393 -10%
IAA
845
Independent Advisor Alliance
North Carolina
$284K +$16.7K +214 +6%
CRWM
846
Castle Rock Wealth Management
California
$284K +$21.1K +270 +9%
VWA
847
VSM Wealth Advisory
Maryland
$282K +$283K +3,626 New
SWM
848
Segment Wealth Management
Texas
$281K +$282K +3,616 New
MBT
849
Montecito Bank & Trust
California
$281K – – –
PGF
850
Plan Group Financial
Oklahoma
$280K – – –
32 33
34
35 36