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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$22.4K – – –
PSB
1027
Piscataqua Savings Bank
New Hampshire
$22.4K – – –
DAM
1028
Delta Asset Management
Tennessee
$21.7K +$21.2K +291 New
CWAF
1029
Core Wealth Advisors (Florida)
Florida
$21.4K +$20.9K +287 New
BWP
1030
Baldwin Wealth Partners
Massachusetts
$21.1K – – –
ADL
1031
Asset Dedication LLC
California
$21K – – –
PP
1032
PrairieView Partners
Minnesota
$21K – – –
FWA
1033
FSC Wealth Advisors
New York
$20.1K +$19.6K +269 New
AW
1034
Avion Wealth
Texas
$20K – – –
SFCL
1035
Strengthening Families & Communities LLC
Massachusetts
$20K +$146 +2 +0.8%
TAM
1036
Tucker Asset Management
Colorado
$19.5K -$7K -96 -27%
HR
1037
Howe & Rusling
New York
$19K +$8.6K +118 +86%
BWM
1038
BerganKDV Wealth Management
Minnesota
$19K +$18.6K +255 New
BSB
1039
Bangor Savings Bank
Maine
$19K – – –
IBOK
1040
Independence Bank of Kentucky
Kentucky
$19K – – –
CWC
1041
Carolinas Wealth Consulting
North Carolina
$18K +$73 +1 +0.4%
VCM
1042
Vigilant Capital Management
Maine
$17K -$13.9K -191 -45%
SMA
1043
Sage Mountain Advisors
Georgia
$16.6K – – –
BCM
1044
Bourgeon Capital Management
Connecticut
$16K – – –
OSAM
1045
O'Shaughnessy Asset Management
Connecticut
$15.7K -$61.1K -838 -80%
WWM
1046
Wolff Wiese Magana
California
$15.3K – – –
PP
1047
PFS Partners
New Jersey
$14.9K – – –
PFA
1048
Pathway Financial Advisers
Indiana
$14.7K +$14.4K +198 New
JFG
1049
JDM Financial Group
Texas
$14.1K +$13.8K +189 New
BA
1050
Ballast Advisors
Minnesota
$13.8K – – –
40 41
42
43 44