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State Street Consumer Discretionary Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Summit Trail Advisors
401
Summit Trail Advisors
New York
$935K +$897K +12,508 New
Bailard
402
Bailard
California
$928K -$128K -1,782 -13%
CH
403
Canton Hathaway
Rhode Island
$927K – – –
PFMU
404
Privium Fund Management (UK)
United Kingdom
$921K – – –
AF
405
Arrow Financial
New York
$917K -$97.6K -1,362 -10%
D.A. Davidson & Co
406
D.A. Davidson & Co
Montana
$917K +$157K +2,188 +22%
CG
407
Cutler Group
California
$916K -$620K -8,648 -41%
HWA
408
Heartwood Wealth Advisors
Virginia
$913K -$41.3K -576 -5%
Avantax Planning Partners
409
Avantax Planning Partners
Iowa
$913K – – –
MAS
410
Madden Advisory Services
Florida
$909K +$143 +2 +0%
CWA
411
Clarus Wealth Advisors
Arizona
$909K -$8.03K -112 -0.9%
LOIP
412
Live Oak Investment Partners
Texas
$907K – – –
SFP
413
Shepherd Financial Partners
Massachusetts
$905K – – –
EFS
414
Econ Financial Services
Pennsylvania
$904K +$867K +12,088 New
ST
415
Sentinel Trust
Texas
$895K – – –
Perigon Wealth Management
416
Perigon Wealth Management
California
$888K -$133K -1,858 -14%
IFG Advisory
417
IFG Advisory
Georgia
$883K -$28K -390 -3%
BFA
418
Beacon Financial Advisory
Ohio
$882K +$48.9K +682 +6%
Vontobel Holding
419
Vontobel Holding
Switzerland
$881K +$321K +4,474 +61%
Ingalls & Snyder LLC
420
Ingalls & Snyder LLC
New York
$875K – – –
AP
421
Appleton Partners
Massachusetts
$869K +$140K +1,950 +20%
FWSM
422
First Wilshire Securities Management
California
$867K – – –
Brown Advisory
423
Brown Advisory
Maryland
$863K +$5.45K +76 +0.7%
YAVAPFMC
424
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$862K – – –
EWM
425
Endurance Wealth Management
Rhode Island
$857K -$4.16K -58 -0.5%