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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
901
Patton Albertson Miller Group
Tennessee
$215K +$208K +2,585 New
BHA
902
Beech Hill Advisors
New York
$214K +$207K +2,578 New
SIM
903
Sterling Investment Management
Arizona
$213K +$206K +2,562 New
XF
904
XML Financial
Maryland
$212K +$205K +2,556 New
WDG
905
Wealth Dimensions Group
Ohio
$212K +$205K +2,550 New
CCG
906
Cypress Capital Group
Florida
$210K +$203K +2,532 New
FNBT
907
FineMark National Bank & Trust
Florida
$209K -$48.2K -600 -19%
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$16.9K -210 -8%
FS
909
Financial Symmetry
North Carolina
$206K +$199K +2,483 New
IWA
910
Icon Wealth Advisors
Texas
$206K +$16.1K +201 +9%
LA
911
Lifeworks Advisors
Michigan
$205K +$198K +2,468 New
AA
912
Ancora Advisors
Ohio
$205K – – –
FFA
913
First Foundation Advisors
California
$204K +$198K +2,461 New
AFAS
914
Acorn Financial Advisory Services
Virginia
$204K +$197K +2,453 New
PCM
915
Parsons Capital Management
Rhode Island
$203K +$196K +2,440 New
CCWM
916
Cassaday & Co Wealth Management
Virginia
$201K +$195K +2,424 New
LP
917
LGL Partners
Pennsylvania
$201K +$195K +2,423 New
FIM
918
Fernwood Investment Management
Massachusetts
$201K +$194K +2,421 New
CIM
919
Contravisory Investment Management
Massachusetts
$200K +$41.2K +513 +27%
BSB
920
Bangor Savings Bank
Maine
$194K – – –
CHC
921
City Holding Co
West Virginia
$192K +$41K +511 +28%
CAS
922
Coppell Advisory Solutions
Texas
$190K -$29.5K -368 -14%
CFB
923
Cullen/Frost Bankers
Texas
$190K -$81.9K -1,020 -31%
CHA
924
Carmichael Hill & Associates
Maryland
$189K +$12K +149 +7%
RAM
925
Riggs Asset Management
Pennsylvania
$188K +$182K +2,267 New
35 36
37
38 39