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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
326
SteelPeak Wealth
California
$726K -$221K -3,744 -20%
I
327
IberiaBank
Louisiana
$718K -$99.8K -1,690 -10%
TAM
328
Tradition Asset Management
Virginia
$711K +$856K +14,502 New
SFP
329
Shepherd Financial Partners
Massachusetts
$706K -$3.63M -61,476 -81%
SBH
330
Segall Bryant & Hamill
Illinois
$692K +$77.1K +1,306 +10%
KCM
331
Kanawha Capital Management
Virginia
$689K +$9.45K +160 +1%
WWM
332
Western Wealth Management
Colorado
$687K -$96K -1,626 -10%
WT
333
Whittier Trust
California
$687K -$22.1K -374 -3%
PAS
334
Park Avenue Securities
New York
$683K -$12.3K -208 -1%
EWM
335
Evercore Wealth Management
New York
$680K +$819K +13,870 New
LA
336
LVW Advisors
New York
$676K -$51.3K -868 -6%
CAM
337
Cresset Asset Management
Illinois
$675K +$325K +5,510 +67%
IA
338
IFG Advisory
Georgia
$670K +$78.5K +1,330 +11%
JIC
339
Johnson Investment Counsel
Ohio
$665K -$1.54M -26,042 -66%
NA
340
NewEdge Advisors
Louisiana
$665K -$348K -5,896 -30%
PSUF
341
People's United Financial
Connecticut
$660K -$40K -678 -5%
MAS
342
Madden Advisory Services
Florida
$659K +$255K +4,320 +47%
SA
343
Strategic Advisors
New York
$655K +$353K +5,972 +91%
TNB
344
Thomasville National Bank
Georgia
$651K +$827 +14 +0.1%
BWP
345
Bernardo Wealth Planning
Pennsylvania
$647K +$552K +9,342 +123%
BAM
346
Belpointe Asset Management
Nevada
$638K -$234K -3,960 -23%
MWM
347
Mattern Wealth Management
Kansas
$630K -$247K -4,190 -25%
BO
348
BRR OpCo
Ohio
$629K +$323K +5,468 +74%
CWA
349
Clarus Wealth Advisors
Arizona
$625K -$288K -4,872 -26%
PFS
350
Prospera Financial Services
Texas
$623K -$3.17M -53,638 -81%
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14
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