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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
526
Optas LLC
Texas
$731K – – –
FHA
527
Flagship Harbor Advisors
Massachusetts
$721K -$128K -1,442 -15%
WWM
528
WT Wealth Management
Arizona
$721K +$13.5K +152 +2%
CCWM
529
Cassaday & Co Wealth Management
Virginia
$714K -$1.96K -22 -0.3%
EGA
530
E&G Advisors
Texas
$709K – – –
RA
531
Rockingstone Advisors
Massachusetts
$708K – – –
VIM
532
Vista Investment Management
Pennsylvania
$706K – – –
OFS
533
OneAscent Financial Services
Alabama
$702K +$684K +7,696 New
CTC
534
Central Trust Company
Missouri
$689K -$8.88K -100 -1%
TC
535
Trilogy Capital
California
$678K -$4.62M -52,020 -87%
FFA
536
Florida Financial Advisors
Florida
$675K -$13.1K -148 -2%
OPW
537
Oxler Private Wealth
New York
$675K -$3.91K -44 -0.6%
I
538
INVST
Indiana
$666K -$7.83M -88,176 -92%
PFA
539
Pure Financial Advisors
California
$665K -$1.96K -22 -0.3%
MCC
540
Money Concepts Capital
Florida
$660K -$115K -1,298 -15%
EWM
541
EPG Wealth Management
Georgia
$659K -$644K -7,244 Closed
FNT
542
First National Trust
Pennsylvania
$654K -$533 -6 -0.1%
CFG
543
Citizens Financial Group
Rhode Island
$642K +$626K +7,044 New
BB
544
Burford Brothers
Texas
$639K +$23.1K +260 +4%
BJL
545
Brighton Jones LLC
Washington
$637K +$48.7K +548 +9%
CI
546
CX Institutional
Indiana
$636K -$1.31M -14,754 -68%
ATC
547
Argent Trust Co
Tennessee
$631K -$27.5K -310 -4%
LCM
548
Lunt Capital Management
Utah
$630K +$614K +6,910 New
RBFC
549
Roman Butler Fullerton & Co
Missouri
$627K +$56.9K +640 +11%
SSWM
550
Smith Salley Wealth Management
North Carolina
$626K – – –
20 21
22
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