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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
501
Per Stirling Capital Management
Texas
$991K +$185K +2,236 +25%
QCM
502
Quantinno Capital Management
New York
$989K +$312K +3,762 +52%
EMAM
503
Encompass More Asset Management
California
$989K +$916K +11,062 New
MA
504
MKT Advisors
California
$977K +$75.7K +914 +9%
RWP
505
RWA Wealth Partners
Massachusetts
$975K +$904K +10,910 New
MAG
506
M3 Advisory Group
Massachusetts
$973K +$901K +10,882 New
IA
507
IFP Advisors
Florida
$960K +$14.4K +174 +2%
PVI
508
Pine Valley Investments
New Jersey
$950K -$312K -3,766 -26%
RF
509
Rollins Financial
Georgia
$942K -$45.7K -552 -5%
RFA
510
Rollins Financial Advisors
New York
$942K +$873K +10,542 New
PA
511
PFG Advisors
Arizona
$921K +$143K +1,728 +20%
SG
512
Sharper & Granite
California
$904K -$58K -700 -6%
AP
513
Appleton Partners
Massachusetts
$897K +$4.14K +50 +0.5%
MCM
514
MV Capital Management
Maryland
$892K – – –
WJWM
515
Williams Jones Wealth Management
New York
$888K – – –
WS
516
Wedbush Securities
California
$886K +$663 +8 +0.1%
CNBT
517
Cornerstone National Bank & Trust
Illinois
$882K -$11.9K -144 -1%
SAW
518
Signal Advisors Wealth
Michigan
$875K +$811K +9,792 New
TFF
519
The Family Firm
Maryland
$863K -$22.2K -268 -3%
9WM
520
9258 Wealth Management
Ohio
$857K -$33K -398 -4%
UCFA
521
United Capital Financial Advisors
Texas
$850K -$3.34M -40,336 -81%
HAS
522
HBW Advisory Services
California
$844K +$43.4K +524 +6%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$843K -$52.2K -630 -6%
IFWM
524
Institute for Wealth Management
Colorado
$841K +$10.1K +122 +1%
CW
525
CreativeOne Wealth
Kansas
$838K +$35.3K +426 +5%
19 20
21
22 23