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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
951
Total Wealth Planning & Management
Florida
$222K +$224K +2,678 New
CCG
952
Capital CS Group
California
$221K +$4.26K +51 +2%
SWP
953
Sagespring Wealth Partners
Tennessee
$221K -$49K -587 -18%
HW
954
HORAN Wealth
Ohio
$219K +$220K +2,634 New
CFS
955
Commonwealth Financial Services
West Virginia
$218K -$12.6K -151 -5%
BHBT
956
Burke & Herbert Bank & Trust
Virginia
$217K – – –
UFF
957
USA Financial Formulas
Michigan
$216K -$8.1K -97 -4%
KCAM
958
Kagan Cocozza Asset Management
New Jersey
$215K -$29.4K -352 -12%
BW
959
BIP Wealth
Georgia
$215K -$13.5K -162 -6%
SWP
960
Summit Wealth Partners
Florida
$215K – – –
FFA
961
First Foundation Advisors
California
$213K -$12.5K -150 -6%
FF
962
Friday Financial
Iowa
$212K -$12.5K -150 -6%
LL
963
LPWM LLC
Minnesota
$212K – – –
FFG
964
Frisch Financial Group
New York
$212K -$17.1K -205 -7%
RW
965
Rede Wealth
Virginia
$211K – – –
SPW
966
Surience Private Wealth
Washington
$207K -$270K -3,235 -57%
WT
967
Whittier Trust
California
$206K -$2.67K -32 -1%
GIM
968
Goelzer Investment Management
Indiana
$206K +$251 +3 +0.1%
BC
969
Bulwark Capital
Florida
$205K – – –
BCI
970
Brinker Capital Investments
Pennsylvania
$205K -$163K -1,949 -44%
FNBOO
971
First National Bank of Omaha
Nebraska
$204K -$15.9K -190 -7%
LFA
972
Laraway Financial Advisors
Minnesota
$203K +$204K +2,445 New
WCG
973
Weaver Consulting Group
California
$202K +$203K +2,433 New
PWMAG
974
Pinnacle Wealth Management Advisory Group
New Jersey
$201K +$202K +2,422 New
FWM
975
Fingerlakes Wealth Management
New York
$201K +$202K +2,420 New
37 38
39
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