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State Street Consumer Staples Select Sector SPDR ETF
XLP

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1076
Evelyn Partners Investment Management Services
$31.1K – – –
HIA
1077
Harbor Investment Advisory
Maryland
$29.6K -$718 -9 -2%
FMII
1078
Farmers & Merchants Investments Inc
Nebraska
$29.3K – – –
BFO
1079
Biltmore Family Office
North Carolina
$28.6K – – –
OA
1080
Operose Advisors
Wisconsin
$28.4K – – –
PFM
1081
Phillips Financial Management
Indiana
$27K – – –
CWC
1082
Carolinas Wealth Consulting
North Carolina
$26.7K -$7.26K -91 -22%
BAM
1083
Bellevue Asset Management
Washington
$26.5K – – –
WP
1084
WealthShield Partners
North Carolina
$25.9K +$25.3K +317 New
OWP
1085
ORG Wealth Partners
Texas
$24.9K – – –
MG
1086
Mather Group
Illinois
$24.5K – – –
NEWAS
1087
N.E.W. Advisory Services
Wisconsin
$24.2K +$23.7K +297 New
CCMI
1088
Creative Capital Management Investments
California
$23.1K – – –
SFCL
1089
Strengthening Families & Communities LLC
Massachusetts
$23.1K +$80 +1 +0.4%
PSB
1090
Piscataqua Savings Bank
New Hampshire
$22.5K – – –
NCM
1091
Northwest Capital Management
Oregon
$22.4K – – –
BBPWM
1092
Blue Bell Private Wealth Management
Pennsylvania
$22.4K +$21.9K +274 New
CFO
1093
Capitol Family Office
Oregon
$21.9K +$21.5K +269 New
SC
1094
Sawyer & Company
Massachusetts
$21K – – –
DWS
1095
Dynamic Wealth Strategies
California
$20.1K +$19.6K +246 New
TIM
1096
Tortoise Investment Management
New York
$19.4K +$19K +238 New
AF
1097
Atala Financial
California
$18.5K – – –
SAM
1098
Smartleaf Asset Management
Massachusetts
$18.3K -$193K -2,424 -91%
SMA
1099
Sage Mountain Advisors
Georgia
$18.2K – – –
PFSC
1100
Peoples Financial Services Corp
Pennsylvania
$17.6K – – –
42 43
44
45 46