HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XLP Share Count | ||||
| Quattro Financial Advisors LLC | 72 | 11,544 | +11,472 | +15933.33% |
| Trilogy Capital Inc. | 3,196 | 66,081 | +62,885 | +1967.62% |
| Berger Financial Group Inc | 3,122 | 39,913 | +36,791 | +1178.44% |
| Capital Investment Advisors LLC | 45,444 | 513,923 | +468,479 | +1030.89% |
| Independence Bank of Kentucky | 100 | 1,054 | +954 | +954.00% |
| PFG Investments LLC | 4,549 | 25,475 | +20,926 | +460.01% |
| Steel Peak Wealth Management LLC | 4,934 | 20,330 | +15,396 | +312.04% |
| Exchange Traded Concepts LLC | 196,003 | 410,358 | +214,355 | +109.36% |
| Strategic Financial Concepts LLC | 3,491 | 7,111 | +3,620 | +103.70% |
| Salem Investment Counselors Inc. | 75 | 140 | +65 | +86.67% |
| CX Institutional | 14,072 | 25,991 | +11,919 | +84.70% |
| Ayalon Holdings Ltd. | 66,487 | 117,360 | +50,873 | +76.52% |
| Wealthcare Advisory Partners LLC | 9,476 | 16,324 | +6,848 | +72.27% |
| Client First Capital LLC | 84,789 | 125,179 | +40,390 | +47.64% |
| Signal Advisors Wealth LLC | 14,091 | 18,670 | +4,579 | +32.50% |
| Grimes & Company Inc. | 496,357 | 657,010 | +160,653 | +32.37% |
| RFG Advisory LLC | 10,238 | 13,365 | +3,127 | +30.54% |
| Donald L. Hagan LLC | 14,075 | 17,926 | +3,851 | +27.36% |
| Brookstone Capital Management | 20,457 | 25,399 | +4,942 | +24.16% |
| Coastal Investment Advisors Inc. | 19,779 | 24,111 | +4,332 | +21.90% |
| Capital Advisors Ltd. LLC | 7,619 | 8,776 | +1,157 | +15.19% |
| BCS Wealth Management | 5,893 | 6,779 | +886 | +15.03% |
| Congress Wealth Management LLC DE | 320,483 | 367,627 | +47,144 | +14.71% |
| Capstone Wealth Management Group LLC | 36,741 | 42,050 | +5,309 | +14.45% |
| WESPAC Advisors SoCal LLC | 16,450 | 18,749 | +2,299 | +13.98% |
| Valeo Financial Advisors LLC | 10,426 | 11,782 | +1,356 | +13.01% |
| Elevated Capital Advisors LLC | 37,277 | 42,065 | +4,788 | +12.84% |
| Whitener Capital Management Inc. | 4,020 | 4,522 | +502 | +12.49% |
| Cooksen Wealth LLC | 18,389 | 20,523 | +2,134 | +11.60% |
| Stockman Wealth Management Inc. | 43,775 | 48,261 | +4,486 | +10.25% |
| Warner Financial Inc. | 3,434 | 3,741 | +307 | +8.94% |
| Massachusetts Wealth Management | 19,315 | 21,040 | +1,725 | +8.93% |
| Toth Financial Advisory Corp | 37,939 | 41,198 | +3,259 | +8.59% |
| Pallas Capital Advisors LLC | 42,034 | 45,409 | +3,375 | +8.03% |
| Sharper & Granite LLC | 111,313 | 119,643 | +8,330 | +7.48% |
| Tompkins Financial Corp | 1,521 | 1,633 | +112 | +7.36% |
| DLK Investment Management LLC | 5,978 | 6,411 | +433 | +7.24% |
| Game Plan Financial Advisors LLC | 158 | 168 | +10 | +6.33% |
| Rooted Wealth Advisors Inc. | 56,476 | 59,449 | +2,973 | +5.26% |
| Apexium Financial LP | 43,814 | 46,085 | +2,271 | +5.18% |
| Flagship Harbor Advisors LLC | 12,383 | 13,001 | +618 | +4.99% |
| River Street Advisors LLC | 6,067 | 6,364 | +297 | +4.90% |
| Kovack Advisors Inc. | 11,138 | 11,619 | +481 | +4.32% |
| Peoples Bank KS | 4,221 | 4,398 | +177 | +4.19% |
| Atlantic Union Bankshares Corp | 4,590 | 4,778 | +188 | +4.10% |
| Pettinga Financial Advisors LLC | 27,637 | 28,743 | +1,106 | +4.00% |
| Occidental Asset Management LLC | 2,869 | 2,979 | +110 | +3.83% |
| Narus Financial Partners LLC | 7,562 | 7,831 | +269 | +3.56% |
| Constitution Capital LLC | 5,399 | 5,574 | +175 | +3.24% |
| Regions Financial Corp | 4,550 | 4,688 | +138 | +3.03% |
| Thomasville National Bank | 8,352 | 8,604 | +252 | +3.02% |
| Shepherd Financial Partners LLC | 20,352 | 20,948 | +596 | +2.93% |
| Capital Insight Partners LLC | 17,634 | 18,147 | +513 | +2.91% |
| Madison Park Capital Advisors LLC | 85,339 | 87,704 | +2,365 | +2.77% |
| Raymond James Financial Services Advisors Inc. | 855,001 | 878,169 | +23,168 | +2.71% |
| Eagle Strategies LLC | 16,208 | 16,581 | +373 | +2.30% |
| Ironwood Wealth Management Inc. | 92,047 | 94,018 | +1,971 | +2.14% |
| Nations Financial Group Inc. IA ADV | 15,681 | 15,988 | +307 | +1.96% |
| Cedar Mountain Advisors LLC | 31,056 | 31,644 | +588 | +1.89% |
| Bfsg LLC | 31,017 | 31,586 | +569 | +1.83% |
| Herbst Group LLC | 2,822 | 2,872 | +50 | +1.77% |
| Windsor Capital Management LLC | 14,511 | 14,749 | +238 | +1.64% |
| Keel Point LLC | 7,146 | 7,260 | +114 | +1.60% |
| Accel Wealth Management | 4,494 | 4,564 | +70 | +1.56% |
| Howard Capital Management Group LLC | 76,999 | 78,087 | +1,088 | +1.41% |
| Roberts Wealth Advisors LLC | 10,325 | 10,464 | +139 | +1.35% |
| Butensky & Cohen Financial Security Inc. | 31,138 | 31,483 | +345 | +1.11% |
| Allred Capital Management LLC | 32,278 | 32,583 | +305 | +0.94% |
| Bouchey Financial Group Ltd | 372,961 | 376,137 | +3,176 | +0.85% |
| Kwmg LLC | 92,988 | 93,768 | +780 | +0.84% |
| Westside Investment Management Inc. | 16,972 | 17,109 | +137 | +0.81% |
| AlphaMark Advisors LLC | 57,864 | 58,283 | +419 | +0.72% |
| Sage Capital Advisors llc | 21,673 | 21,830 | +157 | +0.72% |
| SOA Wealth Advisors LLC. | 4,512 | 4,543 | +31 | +0.69% |
| Coston McIsaac & Partners | 1,718 | 1,728 | +10 | +0.58% |
| Maltin Wealth Management Inc. | 2,978 | 2,995 | +17 | +0.57% |
| Hudson Valley Investment Advisors Inc. ADV | 50,073 | 50,268 | +195 | +0.39% |
| MCF Advisors LLC | 777 | 780 | +3 | +0.39% |
| CVA Family Office LLC | 2,104 | 2,112 | +8 | +0.38% |
| CHICAGO TRUST Co NA | 6,540 | 6,557 | +17 | +0.26% |
| Wealthstar Advisors LLC | 6,159 | 6,175 | +16 | +0.26% |
| DHJJ Financial Advisors Ltd. | 462 | 463 | +1 | +0.22% |
| LongView Wealth Management | 5,574 | 5,583 | +9 | +0.16% |
| Clarity Financial LLC | 161,219 | 161,384 | +165 | +0.10% |
| Evolution Wealth Advisors LLC | 123,008 | 123,123 | +115 | +0.09% |
| Wedmont Private Capital | 13,729 | 13,741 | +12 | +0.09% |
| Atlas Capital Advisors LLC | 12,675 | 12,679 | +4 | +0.03% |
| SeaCrest Wealth Management LLC | 3,897 | 3,898 | +1 | +0.03% |
| 13F Filers Reporting New Positions In XLP | ||||
| Wesbanco Bank Inc. | 0 | 16,295 | +16,295 | +100% |
| Retirement Planning Group | 0 | 39,845 | +39,845 | +100% |
| Mather Group LLC. | 0 | 593 | +593 | +100% |
| Lunt Capital Management Inc. | 0 | 5,436 | +5,436 | +100% |
| Provident Wealth Management LLC | 0 | 721 | +721 | +100% |
| Apeiron RIA LLC | 0 | 2,803 | +2,803 | +100% |
| Future Financial Wealth Managment LLC | 0 | 120 | +120 | +100% |
| PCG Wealth Advisors LLC | 0 | 39,045 | +39,045 | +100% |
| Worth Asset Management LLC | 0 | 9,483 | +9,483 | +100% |
| St. Louis Financial Planners Asset Management LLC | 0 | 12,423 | +12,423 | +100% |
| Tyche Wealth Partners LLC | 0 | 2,847 | +2,847 | +100% |
| Foguth Wealth Management LLC. | 0 | 14,343 | +14,343 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Romano Brothers AND Company | 6,044 | 6,044 | UNCH | 0.00% |
| Caldwell Sutter Capital Inc. | 1,224 | 1,224 | UNCH | 0.00% |
| ST Germain D J Co. Inc. | 65 | 65 | UNCH | 0.00% |
| Barrett & Company Inc. | 600 | 600 | UNCH | 0.00% |
| Factory Mutual Insurance Co. | 336,700 | 336,700 | UNCH | 0.00% |
| Guyasuta Investment Advisors Inc. | 3,232 | 3,232 | UNCH | 0.00% |
| Norwood Financial Corp | 4,240 | 4,240 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 428 | 428 | UNCH | 0.00% |
| Arvest Investments Inc. | 51 | 51 | UNCH | 0.00% |
| Investment Partners LTD. | 6,300 | 6,300 | UNCH | 0.00% |
| Amarillo National Bank | 67,557 | 67,557 | UNCH | 0.00% |
| Adirondack Trust Co. | 700 | 700 | UNCH | 0.00% |
| Peoples Financial Services CORP. | 119 | 119 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 935 | 935 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 454 | 454 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 8,142 | 8,142 | UNCH | 0.00% |
| Phillips Financial Management LLC | 330 | 330 | UNCH | 0.00% |
| Asset Dedication LLC | 279 | 279 | UNCH | 0.00% |
| HT Partners LLC | 3,824 | 3,824 | UNCH | 0.00% |
| Alaska Permanent Fund Corp | 204,918 | 204,918 | UNCH | 0.00% |
| JJJ Advisors Inc. | 91 | 91 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 26 | 26 | UNCH | 0.00% |
| Private Ocean LLC | 758 | 758 | UNCH | 0.00% |
| Evanson Asset Management LLC | 9,330 | 9,330 | UNCH | 0.00% |
| Trust Point Inc. | 4,877 | 4,877 | UNCH | 0.00% |
| Roble Belko & Company Inc | 10,111 | 10,111 | UNCH | 0.00% |
| Steele Capital Management Inc. | 6,579 | 6,579 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 1,207 | 1,207 | UNCH | 0.00% |
| First PREMIER Bank | 1,641 | 1,641 | UNCH | 0.00% |
| Cornerstone Wealth Management LLC | 3,383 | 3,383 | UNCH | 0.00% |
| Simon Quick Advisors LLC | 3,274 | 3,274 | UNCH | 0.00% |
| Pinnacle Bank | 1,209 | 1,209 | UNCH | 0.00% |
| Sawyer & Company Inc | 259 | 259 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 53 | 53 | UNCH | 0.00% |
| Northwest Capital Management Inc | 274 | 274 | UNCH | 0.00% |
| Aspire Private Capital LLC | 411 | 411 | UNCH | 0.00% |
| Orser Capital Management LLC | 2,160 | 2,160 | UNCH | 0.00% |
| HBW Advisory Services LLC | 12,315 | 12,315 | UNCH | 0.00% |
| Pacifica Partners Inc. | 130 | 130 | UNCH | 0.00% |
| Lion Street Advisors LLC | 3,093 | 3,093 | UNCH | 0.00% |
| Magnolia Capital Management Ltd. | 22,260 | 22,260 | UNCH | 0.00% |
| Sowa Financial Group Inc. | 11,096 | 11,096 | UNCH | 0.00% |
| Davis Capital Management | 565 | 565 | UNCH | 0.00% |
| Sage Mountain Advisors LLC | 223 | 223 | UNCH | 0.00% |
| GoalVest Advisory LLC | 2 | 2 | UNCH | 0.00% |
| Piscataqua Savings Bank | 275 | 275 | UNCH | 0.00% |
| Keystone Wealth Services LLC | 2,863 | 2,863 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 900 | 900 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 33 | 33 | UNCH | 0.00% |
| First International Bank & Trust | 3,677 | 3,677 | UNCH | 0.00% |
| City State Bank | 1,425 | 1,425 | UNCH | 0.00% |
| Spinnaker Investment Group LLC | 5,545 | 5,545 | UNCH | 0.00% |
| Keating Wealth Management LLC | 4,295 | 4,295 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 286,351 | 286,351 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 80 | 80 | UNCH | 0.00% |
| Creative Capital Management Investments LLC | 406 | 406 | UNCH | 0.00% |
| Register Financial Advisors LLC | 231 | 231 | UNCH | 0.00% |
| Breakwater Capital Group | 3,328 | 3,328 | UNCH | 0.00% |
| Compass Wealth Management LLC | 48 | 48 | UNCH | 0.00% |
| Park Place Capital Corp | 385 | 385 | UNCH | 0.00% |
| Petra Financial Advisors Inc. | 4,325 | 4,325 | UNCH | 0.00% |
| Financial Perspectives Inc | 1,690 | 1,690 | UNCH | 0.00% |
| West Paces Advisors Inc. | 850 | 850 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 117 | 117 | UNCH | 0.00% |
| 13F Filers Decreasing XLP Share Count | ||||
| Advisor Resource Council | 52,207 | 4,945 | -47,262 | -90.53% |
| OneAscent Financial Services LLC | 74,118 | 16,169 | -57,949 | -78.18% |
| Tsfg LLC | 8,002 | 2,037 | -5,965 | -74.54% |
| Country Trust Bank | 3,954 | 1,062 | -2,892 | -73.14% |
| Summit Trail Advisors LLC | 366,111 | 98,433 | -267,678 | -73.11% |
| Global Wealth Strategies & Associates | 13 | 4 | -9 | -69.23% |
| FSC Wealth Advisors LLC | 111,674 | 35,606 | -76,068 | -68.12% |
| Cutler Group LP | 40,467 | 14,001 | -26,466 | -65.40% |
| Kessler Investment Group LLC | 11,275 | 3,981 | -7,294 | -64.69% |
| Elwood & Goetz Wealth Advisory Group LLC | 56,323 | 20,269 | -36,054 | -64.01% |
| Signet Financial Management LLC | 25,520 | 10,569 | -14,951 | -58.59% |
| PFS Partners LLC | 340 | 141 | -199 | -58.53% |
| CHURCHILL MANAGEMENT Corp | 2,478,125 | 1,148,926 | -1,329,199 | -53.64% |
| Fragasso Group Inc. | 6,294 | 3,218 | -3,076 | -48.87% |
| Raymond James & Associates | 4,711,589 | 2,856,260 | -1,855,329 | -39.38% |
| Summit Financial Group Inc. | 4,085 | 2,630 | -1,455 | -35.62% |
| Stratos Wealth Partners LTD. | 33,999 | 22,062 | -11,937 | -35.11% |
| St. Johns Investment Management Company LLC | 5,412 | 3,545 | -1,867 | -34.50% |
| Sunbelt Securities Inc. | 1,601 | 1,096 | -505 | -31.54% |
| Appleton Partners Inc. MA | 4,831 | 3,526 | -1,305 | -27.01% |
| Key Client Fiduciary Advisors LLC | 9,553 | 7,008 | -2,545 | -26.64% |
| Aurora Private Wealth Inc. | 4,200 | 3,089 | -1,111 | -26.45% |
| AdvisorNet Financial Inc | 7,304 | 5,378 | -1,926 | -26.37% |
| Cornerstone Wealth Group LLC | 173,351 | 128,817 | -44,534 | -25.69% |
| Aurum Wealth Management Group LLC | 9,922 | 7,598 | -2,324 | -23.42% |
| First Financial Bank Trust Division | 50,079 | 38,499 | -11,580 | -23.12% |
| United Asset Strategies Inc. | 120,819 | 92,994 | -27,825 | -23.03% |
| Harbor Investment Advisory LLC | 1,031 | 799 | -232 | -22.50% |
| Chemung Canal Trust Co. | 52,075 | 41,216 | -10,859 | -20.85% |
| Atticus Wealth Management LLC | 808 | 642 | -166 | -20.54% |
| Oak Harbor Wealth Partners LLC | 1,482 | 1,178 | -304 | -20.51% |
| WFA Asset Management Corp | 324,092 | 262,269 | -61,823 | -19.08% |
| McAdam LLC | 16,731 | 13,627 | -3,104 | -18.55% |
| Ignite Planners LLC | 32,055 | 26,507 | -5,548 | -17.31% |
| Montecito Bank & Trust | 7,233 | 6,079 | -1,154 | -15.95% |
| Wealth Enhancement Advisory Services LLC | 45,864 | 38,741 | -7,123 | -15.53% |
| Central Bank & Trust Co. | 7,241 | 6,132 | -1,109 | -15.32% |
| MV Capital Management Inc. | 41,853 | 35,460 | -6,393 | -15.27% |
| OLD National Bancorp IN | 117,063 | 100,634 | -16,429 | -14.03% |
| Oliver Luxxe Assets LLC | 5,056 | 4,404 | -652 | -12.90% |
| CWM LLC | 45,918 | 40,009 | -5,909 | -12.87% |
| Mechanics Bank Trust Department | 20,609 | 18,018 | -2,591 | -12.57% |
| Fifth Third Bancorp | 71,398 | 62,767 | -8,631 | -12.09% |
| Allspring Global Investments Holdings LLC | 104,599 | 92,389 | -12,210 | -11.67% |
| RWM Asset Management LLC | 3,721 | 3,296 | -425 | -11.42% |
| Banque Cantonale Vaudoise | 4,906 | 4,349 | -557 | -11.35% |
| Nikulski Financial Inc. | 13,275 | 11,850 | -1,425 | -10.73% |
| Venturi Wealth Management LLC | 27,057 | 24,351 | -2,706 | -10.00% |
| O ROURKE & COMPANY Inc | 11,845 | 10,771 | -1,074 | -9.07% |
| Aua Capital Management LLC | 3,775 | 3,450 | -325 | -8.61% |
| Indiana Trust & Investment Management CO | 719 | 661 | -58 | -8.07% |
| Tanglewood Legacy Advisors LLC | 756 | 700 | -56 | -7.41% |
| Founders Capital Management | 409 | 379 | -30 | -7.33% |
| Twin Peaks Wealth Advisors LLC | 6,264 | 5,870 | -394 | -6.29% |
| Lake Hills Wealth Management LLC | 44,174 | 41,530 | -2,644 | -5.99% |
| Wealthfront Advisers LLC | 19,648 | 18,475 | -1,173 | -5.97% |
| MKT Advisors LLC | 7,834 | 7,369 | -465 | -5.94% |
| Hengehold Capital Management LLC | 13,476 | 12,695 | -781 | -5.80% |
| Channel Wealth LLC | 4,826 | 4,560 | -266 | -5.51% |
| Byrne Asset Management LLC | 1,197 | 1,134 | -63 | -5.26% |
| Park Avenue Securities LLC | 138,335 | 131,086 | -7,249 | -5.24% |
| Sterling Investment Management Inc. | 3,063 | 2,903 | -160 | -5.22% |
| Retirement Guys Formula LLC | 34,397 | 32,614 | -1,783 | -5.18% |
| Fifth Third Securities Inc. | 103,301 | 97,966 | -5,335 | -5.16% |
| Oakworth Capital Inc. | 1,890 | 1,795 | -95 | -5.03% |
| City Holding Co. | 2,137 | 2,032 | -105 | -4.91% |
| Founders Financial Securities LLC | 39,913 | 37,982 | -1,931 | -4.84% |
| Lynch & Associates IN | 4,182 | 3,982 | -200 | -4.78% |
| Garrett Investment Advisors LLC | 5,884 | 5,615 | -269 | -4.57% |
| Trust Co | 31,105 | 29,704 | -1,401 | -4.50% |
| D. B. Root & Company LLC | 4,467 | 4,267 | -200 | -4.48% |
| Affiance Financial LLC | 23,970 | 22,919 | -1,051 | -4.38% |
| Dynamic Advisor Solutions LLC | 67,687 | 64,747 | -2,940 | -4.34% |
| Midwest Financial Group LLC | 18,204 | 17,502 | -702 | -3.86% |
| LexAurum Advisors LLC | 5,746 | 5,537 | -209 | -3.64% |
| Courier Capital LLC | 44,522 | 42,992 | -1,530 | -3.44% |
| AFG Fiduciary Services Limited Partnership | 26,004 | 25,183 | -821 | -3.16% |
| NBC Securities Inc. | 3,480 | 3,370 | -110 | -3.16% |
| Plimoth Trust Co. LLC | 10,409 | 10,119 | -290 | -2.79% |
| Bank of New Hampshire | 2,715 | 2,640 | -75 | -2.76% |
| Ellis Investment Partners LLC | 43,499 | 42,383 | -1,116 | -2.57% |
| IMZ Advisory Inc | 120,574 | 117,695 | -2,879 | -2.39% |
| Purus Wealth Management LLC | 5,119 | 5,005 | -114 | -2.23% |
| Strategic Advisors LLC | 25,279 | 24,720 | -559 | -2.21% |
| Stratos Wealth Advisors LLC | 51,620 | 50,535 | -1,085 | -2.10% |
| Burns J W & Co. Inc. NY | 3,765 | 3,695 | -70 | -1.86% |
| Ashton Thomas Private Wealth LLC | 69,040 | 67,840 | -1,200 | -1.74% |
| Global Retirement Partners LLC | 10,458 | 10,278 | -180 | -1.72% |
| Measured Wealth Private Client Group LLC | 55,556 | 54,664 | -892 | -1.61% |
| WASHINGTON TRUST Co | 6,261 | 6,161 | -100 | -1.60% |
| Shulman DeMeo Asset Management LLC | 7,475 | 7,364 | -111 | -1.48% |
| RDA Financial Network | 14,559 | 14,352 | -207 | -1.42% |
| Gradient Capital Advisors LLC | 12,114 | 11,950 | -164 | -1.35% |
| Boltwood Capital Management | 17,257 | 17,049 | -208 | -1.21% |
| Ferguson Wellman Capital Management Inc. | 92,515 | 91,446 | -1,069 | -1.16% |
| Signature Securities Group Corporation | 23,755 | 23,494 | -261 | -1.10% |
| Wetzel Investment Advisors Inc. | 366 | 362 | -4 | -1.09% |
| Hexagon Capital Partners LLC | 3,267 | 3,232 | -35 | -1.07% |
| Miracle Mile Advisors LLC | 3,584 | 3,546 | -38 | -1.06% |
| Colton Groome Financial Advisors LLC | 18,411 | 18,223 | -188 | -1.02% |
| Stillwater Capital Advisors LLC | 87,704 | 86,849 | -855 | -0.97% |
| WBH Advisory Inc. | 58,857 | 58,400 | -457 | -0.78% |
| AMI Investment Management Inc. | 7,855 | 7,798 | -57 | -0.73% |
| Valley National Advisers Inc. | 566 | 562 | -4 | -0.71% |
| Strategic Blueprint LLC | 5,335 | 5,301 | -34 | -0.64% |
| Busey Wealth Management | 27,498 | 27,332 | -166 | -0.60% |
| Wealth Effects LLC | 8,696 | 8,651 | -45 | -0.52% |
| Southland Equity Partners LLC | 2,976 | 2,966 | -10 | -0.34% |
| Bangor Savings Bank | 690 | 688 | -2 | -0.29% |
| Trust Co. of Virginia VA | 28,622 | 28,559 | -63 | -0.22% |
| International Assets Investment Management LLC | 9,100 | 9,083 | -17 | -0.19% |
| Main Street Financial Solutions LLC | 37,510 | 37,439 | -71 | -0.19% |
| 13F Filers Exiting XLP | ||||
| BKM Wealth Management LLC | 615 | 0 | -615 | -100.00% |
| Bruce G. Allen Investments LLC | 233 | 0 | -233 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 78 | 0 | -78 | -100.00% |
| Trifecta Capital Advisors LLC | 220 | 0 | -220 | -100.00% |
| Guidance Capital Inc. | 4,051 | 0 | -4,051 | -100.00% |
| Saxon Interests Inc. | 10,454 | 0 | -10,454 | -100.00% |
| Annapolis Financial Services LLC | 31 | 0 | -31 | -100.00% |
| TruWealth Advisors LLC | 2,876 | 0 | -2,876 | -100.00% |
| Tennessee Valley Asset Management Partners | 260 | 0 | -260 | -100.00% |
| Inscription Capital LLC | 5,805 | 0 | -5,805 | -100.00% |
| Claro Advisors LLC | 6,233 | 0 | -6,233 | -100.00% |
| Cox Capital Mgt LLC | 6,003 | 0 | -6,003 | -100.00% |
| Sound Income Strategies LLC | 42 | 0 | -42 | -100.00% |
| CenterStar Asset Management LLC | 33,430 | 0 | -33,430 | -100.00% |
| Transform Wealth LLC | 58,818 | 0 | -58,818 | -100.00% |
| Ausdal Financial Partners Inc. | 11,146 | 0 | -11,146 | -100.00% |
| Carlson Capital Management | 3,119 | 0 | -3,119 | -100.00% |
| Gradient Investments LLC | 51 | 0 | -51 | -100.00% |
| Donaldson Capital Management LLC | 10,592 | 0 | -10,592 | -100.00% |
| Contravisory Investment Management Inc. | 5,930 | 0 | -5,930 | -100.00% |
| Exchange Capital Management Inc. | 2,808 | 0 | -2,808 | -100.00% |
| First Citizens Bank & Trust Co. | 3,721 | 0 | -3,721 | -100.00% |
| Bourgeon Capital Management LLC | 214 | 0 | -214 | -100.00% |
| Everett Harris & Co. CA | 2,955 | 0 | -2,955 | -100.00% |
| Lincoln Capital Corp | 6,589 | 0 | -6,589 | -100.00% |
See Summary: Institutional Holders of XLP
See Details: Top 10 Hedge Funds Holding XLP
