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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
951
Commonwealth Financial Services
West Virginia
$228K +$421 +5 +0.2%
CA
952
Clearstead Advisors
Ohio
$227K +$169K +2,009 +264%
BW
953
BIP Wealth
Georgia
$226K +$232K +2,753 New
FFG
954
Frisch Financial Group
New York
$226K -$4.88K -58 -2%
JIC
955
Joel Isaacson & Co
New York
$226K -$18K -214 -7%
XPN
956
XY Planning Network
Montana
$225K +$84 +1 +0%
PAMG
957
Patton Albertson Miller Group
Tennessee
$224K +$230K +2,735 New
FFA
958
First Foundation Advisors
California
$223K +$229K +2,716 New
RMAM
959
Raab & Moskowitz Asset Management
New Jersey
$221K -$6.23K -74 -3%
BWG
960
Balanced Wealth Group
Ohio
$221K -$63.2K -750 -22%
DWS
961
Dynamic Wealth Strategies
California
$221K +$109K +1,300 +93%
PC
962
Purewater Capital
Texas
$221K +$227K +2,698 New
UFF
963
USA Financial Formulas
Michigan
$221K +$227K +2,692 New
IFWM
964
Institute for Wealth Management
Colorado
$220K +$226K +2,685 New
FF
965
Friday Financial
Iowa
$217K – – –
CCG
966
Capital CS Group
California
$214K +$220K +2,615 New
BHBT
967
Burke & Herbert Bank & Trust
Virginia
$214K – – –
FNBOO
968
First National Bank of Omaha
Nebraska
$213K -$10.9K -130 -5%
BPAMU
969
BTG Pactual Asset Management US
New York
$213K +$219K +2,600 New
SWP
970
Summit Wealth Partners
Florida
$212K +$218K +2,586 New
LL
971
LPWM LLC
Minnesota
$209K +$215K +2,548 New
RW
972
Rede Wealth
Virginia
$209K +$214K +2,546 New
GFA
973
Gallagher Fiduciary Advisors
Illinois
$208K +$213K +2,532 New
GVCM
974
Global View Capital Management
Wisconsin
$208K -$255K -3,024 -54%
LA
975
Lifeworks Advisors
Michigan
$207K -$73.8K -876 -26%
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39
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