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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
876
Lifeworks Advisors
Michigan
$262K +$11.2K +138 +4%
PFA
877
Pinnacle Family Advisors
Missouri
$262K -$213K -2,620 -45%
BCG
878
Breakwater Capital Group
New Jersey
$261K -$5.76K -71 -2%
OIA
879
OneDigital Investment Advisors
Kansas
$260K -$25.2K -310 -9%
GP
880
Greenline Partners
New York
$258K – – –
ACM
881
AUA Capital Management
Pennsylvania
$257K – – –
LGWM
882
Litman Gregory Wealth Management
California
$256K – – –
XPN
883
XY Planning Network
Montana
$255K +$255K +3,149 New
DWM
884
Diversify Wealth Management
Utah
$254K +$250K +3,078 New
TWPM
885
Total Wealth Planning & Management
Florida
$254K +$255K +3,141 New
CCA
886
Cobblestone Capital Advisors
New York
$254K +$16.1K +199 +7%
CA
887
Clearstead Advisors
Ohio
$251K +$178K +2,191 +240%
NP
888
NorthRock Partners
Minnesota
$250K +$25.4K +313 +11%
TCOO
889
Trust Company of Oklahoma
Oklahoma
$249K +$22.6K +278 +10%
IC
890
IEQ Capital
California
$248K -$689K -8,496 -73%
RPCONE
891
Retirement Planning Company of New England
Rhode Island
$247K -$11.1K -137 -4%
FLPIM
892
F.L. Putnam Investment Management
Massachusetts
$246K -$61.5K -758 -20%
BFS
893
Bradley Foster & Sargent
Connecticut
$245K -$133K -1,638 -35%
CRWM
894
Castle Rock Wealth Management
California
$245K -$1.7K -21 -0.7%
BAMG
895
Brand Asset Management Group
Missouri
$243K – – –
TC
896
Tacita Capital
Ontario, Canada
$243K – – –
PMG
897
Private Management Group
California
$243K +$243K +3,000 New
LL
898
LPWM LLC
Minnesota
$242K – – –
KWA
899
Kingswood Wealth Advisors
California
$242K -$25.9K -319 -10%
DP
900
Dearborn Partners
Illinois
$241K -$12.3K -152 -5%
34 35
36
37 38