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State Street Consumer Discretionary Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
476
TD Private Client Wealth
New York
$973K +$19.6K +214 +2%
Exencial Wealth Advisors
477
Exencial Wealth Advisors
Oklahoma
$966K +$414K +4,520 +76%
H
478
HoyleCohen
California
$959K +$132K +1,440 +16%
BWM
479
Birchcreek Wealth Management
Ohio
$952K +$260K +2,836 +38%
CT
480
Caldwell Trust
Florida
$951K +$219K +2,388 +30%
Bradley Foster & Sargent
481
Bradley Foster & Sargent
Connecticut
$943K +$601K +6,556 +180%
Chevy Chase Trust
482
Chevy Chase Trust
Maryland
$936K -$309K -3,378 -25%
CCM
483
Crew Capital Management
Ohio
$935K -$11.9K -130 -1%
CWA
484
Centennial Wealth Advisory
Michigan
$931K +$46K +502 +5%
HWA
485
Heartwood Wealth Advisors
Virginia
$930K -$195K -2,132 -18%
EPWM
486
Essex Private Wealth Management
Massachusetts
$929K +$920K +10,040 New
IFWM
487
Institute for Wealth Management
Colorado
$926K -$258K -2,812 -22%
FHA
488
Flagship Harbor Advisors
Massachusetts
$921K +$23.3K +254 +3%
OFG
489
Oxford Financial Group
Indiana
$917K – – –
GTCM
490
Gyon Technologies Capital Management
New Jersey
$915K -$367K -4,002 -29%
HIA
491
Harbor Investment Advisory
Maryland
$913K +$176K +1,920 +24%
9WM
492
9258 Wealth Management
Ohio
$911K -$242K -2,646 -21%
MA
493
MKT Advisors
California
$911K +$156K +1,708 +17%
HAS
494
HBW Advisory Services
California
$908K -$90.1K -984 -9%
MAS
495
Madden Advisory Services
Florida
$904K – – –
Waldron Private Wealth
496
Waldron Private Wealth
Pennsylvania
$902K +$188K +2,052 +27%
MWM
497
Mattern Wealth Management
Kansas
$896K – – –
MSAM
498
Moloney Securities Asset Management
Missouri
$888K +$33.9K +370 +4%
Independent Financial Group
499
Independent Financial Group
California
$883K -$123K -1,344 -12%
3LCM
500
3D/L Capital Management
Connecticut
$877K -$916 -10 -0.1%