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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
426
Pinnacle Private Wealth
Massachusetts
$1.57M +$1.53M +15,376 New
CAM
427
Cresset Asset Management
Illinois
$1.57M +$274K +2,754 +22%
KP
428
Keel Point
Alabama
$1.57M +$903K +9,066 +144%
PMG
429
ProVise Management Group
Florida
$1.57M +$1.53M +15,358 New
EL
430
Essex LLC
Illinois
$1.56M +$42.4K +426 +3%
SF
431
Synovus Financial
Georgia
$1.56M +$7.57K +76 +0.5%
GIM
432
Grassi Investment Management
California
$1.55M +$135K +1,352 +10%
EWM
433
EPG Wealth Management
Georgia
$1.52M +$42K +422 +3%
WIP
434
WealthCare Investment Partners
Rhode Island
$1.52M +$1.48M +14,888 New
PCA
435
Pallas Capital Advisors
Massachusetts
$1.51M -$99.6K -1,000 -6%
RC
436
Rovin Capital
Arizona
$1.5M +$126K +1,266 +9%
CA
437
Corrado Advisors
New Jersey
$1.5M +$101K +1,012 +7%
LAM
438
LifePro Asset Management
California
$1.5M +$9.36K +94 +0.6%
VWA
439
Visionary Wealth Advisors
Illinois
$1.46M +$1.43M +14,326 New
GCM
440
Goldstream Capital Management
Hong Kong
$1.46M +$1.42M +14,290 New
AF
441
Arrow Financial
New York
$1.46M -$62.6K -628 -4%
VA
442
Valmark Advisers
Ohio
$1.45M +$95.4K +958 +7%
AWE
443
Avidian Wealth Enterprises
Texas
$1.45M +$1.01M +10,092 +248%
OAM
444
Occidental Asset Management
California
$1.44M +$1.4M +14,104 New
LFA
445
Legend Financial Advisors
Pennsylvania
$1.44M +$1.4M +14,092 New
CC
446
Corsicana & Co
Texas
$1.44M -$102K -1,020 -7%
MW
447
Marcum Wealth
Ohio
$1.44M +$30.7K +308 +2%
FPS
448
Fieldpoint Private Securities
Connecticut
$1.44M – – –
FPCP
449
Fort Point Capital Partners
California
$1.42M +$24.1K +242 +2%
SWMP
450
Signature Wealth Management Partners
New Jersey
$1.42M – – –
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