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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
501
Donaldson Capital Management
Indiana
$732K -$96.8K -1,256 -12%
H
502
HoyleCohen
California
$729K +$272K +3,532 +64%
SSWM
503
Smith Salley Wealth Management
North Carolina
$728K +$22.4K +290 +3%
CCFM
504
Clear Creek Financial Management
Washington
$728K +$698K +9,058 New
AP
505
Advisor Partners
California
$713K +$133K +1,724 +24%
SBL
506
Sargent Bickham Lagudis
Colorado
$712K -$163K -2,110 -19%
EGA
507
E&G Advisors
Texas
$709K +$72.5K +940 +12%
TI
508
Tidal Investments
Wisconsin
$702K +$79.3K +1,028 +13%
GRP
509
Global Retirement Partners
California
$694K +$12.2K +158 +2%
FHC
510
First Heartland Consultants
Missouri
$692K -$54.4K -706 -8%
PWSG
511
Pacific Wealth Strategies Group
California
$682K – – –
TA
512
Trellis Advisors
Washington
$681K – – –
MCCP
513
Mission Creek Capital Partners
California
$680K +$32.5K +422 +5%
AF
514
Advisornet Financial
Minnesota
$678K -$140K -1,820 -18%
BHWM
515
Bay Harbor Wealth Management
Maryland
$678K +$192K +2,490 +42%
CL
516
CPWM LLC
Washington
$677K +$74.9K +972 +13%
PWMG
517
Prestige Wealth Management Group
New Jersey
$661K +$562K +7,292 +779%
BWM
518
Birchcreek Wealth Management
Ohio
$659K +$632K +8,200 New
CG
519
Colony Group
Massachusetts
$657K -$33.3K -432 -5%
LNC
520
Lincoln National Corp
Pennsylvania
$650K -$851K -11,042 -58%
VBFG
521
Vishria Bird Financial Group
Tennessee
$648K – – –
SCM
522
Southport Capital Management
Tennessee
$645K -$95.4K -1,238 -13%
VIM
523
Vista Investment Management
Pennsylvania
$644K -$81K -1,050 -12%
JCM
524
Jacobi Capital Management
Pennsylvania
$641K -$4.47K -58 -0.7%
HH
525
Hilltop Holdings
Texas
$640K -$4.82M -62,530 -89%
19 20
21
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