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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$576K +$92.9K +1,332 +18%
IFG
477
Independent Financial Group
California
$572K +$71.4K +1,024 +13%
SFA
478
Source Financial Advisors
New York
$570K – – –
RCAG
479
Rehmann Capital Advisory Group
Michigan
$570K -$263K -3,768 -30%
BL
480
BFSG LLC
California
$566K +$86.7K +1,244 +17%
LWP
481
Lumature Wealth Partners
Georgia
$561K -$140K -2,012 -19%
AAS
482
Annex Advisory Services
Wisconsin
$557K +$358K +5,140 +147%
ICG
483
InterOcean Capital Group
Tennessee
$555K +$398K +5,710 +198%
ARG
484
Advisory Resource Group
Oklahoma
$553K -$358K -5,130 -37%
GT
485
Greenleaf Trust
Michigan
$549K +$4.88K +70 +0.8%
TA
486
Trellis Advisors
Washington
$547K – – –
RWA
487
Ropes Wealth Advisors
Massachusetts
$544K -$50.9K -730 -8%
AFS
488
AFG Fiduciary Services
Massachusetts
$542K +$32.4K +464 +6%
ACS
489
Archford Capital Strategies
Illinois
$541K -$28.4K -408 -5%
MWP
490
Meredith Wealth Planning
Illinois
$539K +$582K +8,350 New
AF
491
Allworth Financial
California
$539K +$33.2K +476 +6%
RF
492
Rollins Financial
Georgia
$537K +$311K +4,460 +116%
FA
493
Flagstar Advisors
New York
$536K -$11.9K -170 -2%
SBL
494
Sargent Bickham Lagudis
Colorado
$535K +$4.46K +64 +0.8%
FT
495
Fiduciary Trust
Massachusetts
$534K +$151K +2,160 +35%
EGA
496
E&G Advisors
Texas
$529K -$2.09K -30 -0.4%
PWP
497
Phillips Wealth Planners
Mississippi
$521K +$483K +6,934 New
VBFG
498
Vishria Bird Financial Group
Tennessee
$521K – – –
FFG
499
Frisch Financial Group
New York
$520K +$1.25K +18 +0.2%
CAL
500
Capital Analysts LLC
Pennsylvania
$519K +$282K +4,050 +102%
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