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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
526
Kaizen Financial Strategies
California
$743K -$332K -3,622 -31%
GT
527
Greenleaf Trust
Michigan
$742K +$45.6K +498 +7%
FFG
528
Frisch Financial Group
New York
$741K +$733 +8 +0.1%
TWC
529
TD Waterhouse Canada
Ontario, Canada
$741K -$182K -1,988 -21%
PMG
530
ProVise Management Group
Florida
$733K -$681K -7,438 -48%
LCM
531
LVM Capital Management
Michigan
$733K +$5.5K +60 +0.8%
CTC
532
Central Trust Company
Missouri
$733K +$94.3K +1,030 +15%
OPS
533
Orion Portfolio Solutions
Nebraska
$732K +$219K +2,392 +43%
VIM
534
Vista Investment Management
Pennsylvania
$729K -$7.33K -80 -1%
SBL
535
Sargent Bickham Lagudis
Colorado
$721K -$192K -2,092 -21%
IA
536
Insight Advisors
Pennsylvania
$720K -$131K -1,432 -16%
NW
537
NewEdge Wealth
Pennsylvania
$718K +$14.5K +158 +2%
EP
538
Edgestream Partners
New Jersey
$709K -$1.76M -19,212 -71%
AFS
539
AFG Fiduciary Services
Massachusetts
$709K +$36.1K +394 +5%
OFA
540
Oak Family Advisors
Illinois
$698K -$519K -5,670 -43%
HH
541
Hilltop Holdings
Texas
$690K -$6.65M -72,584 -91%
AF
542
Advisornet Financial
Minnesota
$690K -$98.4K -1,074 -13%
JWBC
543
J.W. Burns & Co
New York
$690K -$88.5K -966 -11%
CL
544
CPWM LLC
Washington
$690K +$3.11K +34 +0.5%
SSWM
545
Smith Salley Wealth Management
North Carolina
$682K -$24.5K -268 -4%
OPW
546
Oxler Private Wealth
New York
$682K +$1.1K +12 +0.2%
KP
547
Keel Point
Alabama
$671K -$743K -8,110 -53%
WIP
548
WealthCare Investment Partners
Rhode Island
$667K -$688K -7,514 -50%
BA
549
Bristlecone Advisors
Washington
$664K – – –
FUBT
550
First United Bank & Trust
Maryland
$657K -$73.3K -800 -10%
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