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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
426
James Investment Research
Ohio
$1.02M +$939K +10,340 +1,034%
CAC
427
Certified Advisory Corp
Florida
$1.02M +$107K +1,180 +12%
DCM
428
Donaldson Capital Management
Indiana
$1.01M -$182 -2 -0%
TWM
429
Titus Wealth Management
California
$1.01M -$81.8K -900 -7%
MAFM
430
Mid Atlantic Financial Management
Pennsylvania
$1M +$175K +1,924 +21%
BFA
431
Beacon Financial Advisory
Ohio
$996K -$31.2K -344 -3%
TI
432
Tidal Investments
Wisconsin
$996K +$116K +1,280 +13%
EWM
433
Endurance Wealth Management
Rhode Island
$988K +$2.18K +24 +0.2%
KFS
434
Kaizen Financial Strategies
California
$988K +$1M +11,016 New
AWA
435
Arete Wealth Advisors
Illinois
$987K -$26.7K -294 -3%
COF
436
Capital One Financial
Virginia
$983K -$4.54K -50 -0.5%
MAM
437
MMA Asset Management
Pennsylvania
$982K – – –
HB
438
Homrich & Berg
Georgia
$978K -$9.81K -108 -1%
GSWM
439
Golden State Wealth Management
California
$972K -$56K -616 -5%
BPA
440
Beacon Pointe Advisors
California
$970K -$40.9K -450 -4%
EGA
441
E&G Advisors
Texas
$966K +$978K +10,768 New
TNB
442
Thomasville National Bank
Georgia
$963K – – –
WTC
443
WhitTier Trust Company
Nevada
$963K – – –
RWA
444
Ropes Wealth Advisors
Massachusetts
$962K – – –
FTA
445
Financial & Tax Architects
Missouri
$958K +$242K +2,664 +33%
NFG
446
Next Financial Group
Texas
$952K +$114K +1,250 +13%
DADC
447
D.A. Davidson & Co
Montana
$943K +$22.2K +244 +2%
AWM
448
Avitas Wealth Management
California
$939K -$16.9K -186 -2%
MSAM
449
Moloney Securities Asset Management
Missouri
$937K +$36.3K +400 +4%
HFS
450
Horizon Financial Services
North Carolina
$934K +$143K +1,576 +18%
16 17
18
19 20