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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
951
WealthBridge Capital Management
Ohio
$226K -$16.7K -200 -7%
BMCM
952
Bryn Mawr Capital Management
Pennsylvania
$225K -$9.35K -112 -4%
DWS
953
Dynamic Wealth Strategies
California
$224K – – –
SAM
954
Synergy Asset Management
Washington
$224K +$225K +2,697 New
DP
955
Dearborn Partners
Illinois
$223K -$12.5K -150 -5%
RMAM
956
Raab & Moskowitz Asset Management
New Jersey
$223K -$1.17K -14 -0.5%
TWPM
957
Total Wealth Planning & Management
Florida
$222K +$224K +2,678 New
CCG
958
Capital CS Group
California
$221K +$4.26K +51 +2%
SWP
959
Sagespring Wealth Partners
Tennessee
$221K -$49K -587 -18%
HW
960
HORAN Wealth
Ohio
$219K +$220K +2,634 New
CFS
961
Commonwealth Financial Services
West Virginia
$218K -$12.6K -151 -5%
BHBT
962
Burke & Herbert Bank & Trust
Virginia
$217K – – –
UFF
963
USA Financial Formulas
Michigan
$216K -$8.1K -97 -4%
KCAM
964
Kagan Cocozza Asset Management
New Jersey
$215K -$29.4K -352 -12%
BW
965
BIP Wealth
Georgia
$215K -$13.5K -162 -6%
SWP
966
Summit Wealth Partners
Florida
$215K – – –
FFA
967
First Foundation Advisors
California
$213K -$12.5K -150 -6%
FF
968
Friday Financial
Iowa
$212K -$12.5K -150 -6%
LL
969
LPWM LLC
Minnesota
$212K – – –
FFG
970
Frisch Financial Group
New York
$212K -$17.1K -205 -7%
RW
971
Rede Wealth
Virginia
$211K – – –
SPW
972
Surience Private Wealth
Washington
$207K -$270K -3,235 -57%
WT
973
Whittier Trust
California
$206K -$2.67K -32 -1%
GIM
974
Goelzer Investment Management
Indiana
$206K +$251 +3 +0.1%
BC
975
Bulwark Capital
Florida
$205K – – –
37 38
39
40 41