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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
351
Smith & Howard Wealth Management
Georgia
$225K -$92.1K -2,398 -28%
RIA
352
Regal Investment Advisors
Michigan
$225K -$40.3K -1,050 -15%
EWM
353
Endurance Wealth Management
Rhode Island
$224K – – –
RAM
354
RWC Asset Management
United Kingdom
$223K – – –
RPG
355
Risk Paradigm Group
Texas
$220K -$1.61M -41,782 -88%
TCM
356
Texan Capital Management
Texas
$220K +$228K +5,938 New
JIC
357
Joel Isaacson & Co
New York
$216K +$7.68K +200 +4%
IWMPD
358
Integrated Wealth Management (Palm Desert)
California
$215K -$5.53K -144 -2%
KCM
359
Kanawha Capital Management
Virginia
$207K -$2.31K -60 -1%
HVIA
360
Hudson Valley Investment Advisors
New York
$205K +$213K +5,534 New
CT
361
Chicago Trust
Illinois
$201K – – –
S
362
SignatureFD
Georgia
$197K -$62.2K -1,618 -23%
SFWA
363
Summit Financial Wealth Advisors
Louisiana
$181K – – –
WTC
364
WhitTier Trust Company
Nevada
$165K – – –
AA
365
ALPS Advisors
Colorado
$145K -$731K -19,018 -5%
EDRE
366
Edmond de Rothschild (Europe)
Luxembourg
$120K +$80.7K +2,100 +184%
DADC
367
D.A. Davidson & Co
Montana
$111K +$34.3K +892 +42%
PRS
368
Pinkerton Retirement Specialists
Idaho
$111K +$115K +3,000 New
M
369
MOTCO
Texas
$109K – – –
UFA
370
US Financial Advisors
Massachusetts
$105K -$6.41M -166,760 -98%
TC
371
Trust Company
Kansas
$101K -$10.1K -262 -9%
IPC
372
Independent Portfolio Consultants
Florida
$74K – – –
MIM
373
Macroview Investment Management
Maryland
$74K +$76.2K +1,984 New
RFA
374
Reilly Financial Advisors
California
$66K – – –
AC
375
Alexandria Capital
Virginia
$63K – – –
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15
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