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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
951
Operose Advisors
Wisconsin
$26K – – –
WFA
952
WestHill Financial Advisors
California
$26K – – –
PFSC
953
Peoples Financial Services Corp
Pennsylvania
$26K +$13.9K +185 +116%
BCMLT
954
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K +$25.3K +336 New
BAM
955
Bellevue Asset Management
Washington
$25K – – –
AW
956
Avion Wealth
Texas
$24K – – –
DSC
957
Duncker Streett & Co
Missouri
$23K – – –
GAM
958
Gemmer Asset Management
California
$23K – – –
MSFP
959
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
PSB
960
Piscataqua Savings Bank
New Hampshire
$23K – – –
ADL
961
Asset Dedication LLC
California
$21K – – –
CWM
962
Cedar Wealth Management
California
$21K – – –
BWP
963
Baldwin Wealth Partners
Massachusetts
$21K +$21.3K +283 New
PP
964
PrairieView Partners
Minnesota
$21K +$21.3K +283 New
CWP
965
Concord Wealth Partners
Virginia
$20K – – –
SFCL
966
Strengthening Families & Communities LLC
Massachusetts
$20K +$75 +1 +0.4%
SQA
967
Simon Quick Advisors
New Jersey
$20K +$151 +2 +0.8%
RIM
968
Rockbridge Investment Management
New York
$19.9K -$141K -1,865 -88%
TAM
969
Tucker Asset Management
Colorado
$19.7K +$19.6K +260 New
PCG
970
Private Capital Group
Connecticut
$19K -$4.9K -65 -21%
BA
971
Ballast Advisors
Minnesota
$18K -$21.8K -289 -55%
CAAS
972
Capital Asset Advisory Services
Michigan
$18K – – –
CWC
973
Carolinas Wealth Consulting
North Carolina
$18K +$75 +1 +0.4%
S
974
SignatureFD
Georgia
$18K +$2.79K +37 +19%
SMA
975
Sage Mountain Advisors
Georgia
$17K – – –
37 38
39
40 41