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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BFW
476
Brady Family Wealth
Missouri
$670K – – –
WEG
477
World Equity Group
Illinois
$666K +$1.55M +21,654 New
CTC
478
Central Trust Company
Missouri
$665K -$36.9K -514 -5%
ARG
479
Advisory Resource Group
Oklahoma
$665K +$23.2K +324 +4%
MMG
480
Monetary Management Group
Missouri
$662K +$253K +3,530 +66%
AGM
481
Alpine Global Management
New York
$661K +$634K +8,842 New
EA
482
Eudaimonia Advisors
Tennessee
$657K +$336K +4,690 +114%
WS
483
Wedbush Securities
California
$657K +$95.1K +1,326 +18%
CGA
484
Crescent Grove Advisors
Illinois
$656K +$246K +3,434 +64%
SFA
485
Source Financial Advisors
New York
$639K -$20.5K -286 -3%
TA
486
Trellis Advisors
Washington
$633K – – –
HAS
487
HBW Advisory Services
California
$633K -$39.3K -548 -6%
RWA
488
Ropes Wealth Advisors
Massachusetts
$630K – – –
LWP
489
Lumature Wealth Partners
Georgia
$626K -$21.7K -302 -3%
ACS
490
Archford Capital Strategies
Illinois
$626K +$18.4K +256 +3%
MWP
491
Meredith Wealth Planning
Illinois
$624K – – –
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$611K +$259K +3,618 +79%
VBFG
493
Vishria Bird Financial Group
Tennessee
$603K – – –
PWA
494
PCG Wealth Advisors
Kansas
$602K -$106K -1,478 -16%
RA
495
Rockingstone Advisors
Massachusetts
$597K +$292K +4,078 +105%
EGA
496
E&G Advisors
Texas
$589K -$22.9K -320 -4%
CCWM
497
Cassaday & Co Wealth Management
Virginia
$589K +$33.8K +472 +6%
AFS
498
AFG Fiduciary Services
Massachusetts
$588K -$37.4K -522 -6%
EWM
499
EPG Wealth Management
Georgia
$584K +$5.3K +74 +1%
BWP
500
Balboa Wealth Partners
Arizona
$584K +$331K +4,618 +145%
18 19
20
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