XLP icon

State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
951
BCS Wealth Management
Tennessee
$230K -$236K -2,807 -50%
LPT
952
Legacy Private Trust
Wisconsin
$230K -$12.6K -150 -5%
OCA
953
Odyssey Capital Advisors
Pennsylvania
$229K +$758 +9 +0.3%
SFM
954
Stack Financial Management
Montana
$229K -$46.5K -552 -17%
CFS
955
Commonwealth Financial Services
West Virginia
$228K +$421 +5 +0.2%
CA
956
Clearstead Advisors
Ohio
$227K +$169K +2,009 +264%
BW
957
BIP Wealth
Georgia
$226K +$232K +2,753 New
FFG
958
Frisch Financial Group
New York
$226K -$4.88K -58 -2%
JIC
959
Joel Isaacson & Co
New York
$226K -$18K -214 -7%
XPN
960
XY Planning Network
Montana
$225K +$84 +1 +0%
PAMG
961
Patton Albertson Miller Group
Tennessee
$224K +$230K +2,735 New
FFA
962
First Foundation Advisors
California
$223K +$229K +2,716 New
RMAM
963
Raab & Moskowitz Asset Management
New Jersey
$221K -$6.23K -74 -3%
BWG
964
Balanced Wealth Group
Ohio
$221K -$63.2K -750 -22%
DWS
965
Dynamic Wealth Strategies
California
$221K +$109K +1,300 +93%
PC
966
Purewater Capital
Texas
$221K +$227K +2,698 New
UFF
967
USA Financial Formulas
Michigan
$221K +$227K +2,692 New
IFWM
968
Institute for Wealth Management
Colorado
$220K +$226K +2,685 New
FF
969
Friday Financial
Iowa
$217K – – –
CCG
970
Capital CS Group
California
$214K +$220K +2,615 New
BHBT
971
Burke & Herbert Bank & Trust
Virginia
$214K – – –
FNBOO
972
First National Bank of Omaha
Nebraska
$213K -$10.9K -130 -5%
BPAMU
973
BTG Pactual Asset Management US
New York
$213K +$219K +2,600 New
SWP
974
Summit Wealth Partners
Florida
$212K +$218K +2,586 New
LL
975
LPWM LLC
Minnesota
$209K +$215K +2,548 New
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39
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