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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
551
Semmax Financial Advisors
North Carolina
$161K +$172K +3,244 New
CFG
552
Citizens Financial Group
Rhode Island
$159K +$160K +3,020 +1,510%
IWA
553
Intercontinental Wealth Advisors
Texas
$149K +$159K +3,000 New
DWM
554
Doyle Wealth Management
Florida
$148K +$158K +2,994 New
TFS
555
TrustCore Financial Services
Tennessee
$142K – – –
CIAS
556
Capital Investment Advisory Services
North Carolina
$135K +$145K +2,734 New
GWMIA
557
Global Wealth Management Investment Advisory
Florida
$129K +$138K +2,602 New
BCA
558
Berman Capital Advisors
Georgia
$128K +$138K +2,608 New
BFC
559
Bedel Financial Consulting
Indiana
$124K – – –
BWM
560
BerganKDV Wealth Management
Minnesota
$122K +$24.7K +468 +23%
PGWM
561
Parisi Gray Wealth Management
New Jersey
$120K – – –
WAM
562
Wealthspire Advisors (Maryland)
Maryland
$117K +$5.92K +112 +5%
KPCM
563
Kings Point Capital Management
New York
$117K +$55.1K +1,042 +78%
NFG
564
Next Financial Group
Texas
$116K +$28.5K +540 +30%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$108K -$5.08K -96 -4%
RMC
566
Resources Management Corp
Connecticut
$108K – – –
MOS
567
MGO One Seven
Ohio
$106K +$114K +2,154 New
FA
568
Fortis Advisors
Pennsylvania
$105K – – –
SFC
569
SYM Financial Corp
Indiana
$104K – – –
LIM
570
Longfellow Investment Management
Massachusetts
$101K – – –
WEC
571
Winslow Evans & Crocker
Massachusetts
$94K -$269K -5,080 -73%
YWP
572
YorkBridge Wealth Partners
New York
$93K – – –
ATC
573
Adirondack Trust Company
New York
$89K +$2.64K +50 +3%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$88K +$2.85K +54 +3%
LWANC
575
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K +$93.7K +1,772 New
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