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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
551
Purus Wealth Management
California
$624K -$1.78K -20 -0.3%
WANY
552
Wealthspire Advisors (New York)
New York
$621K +$83.2K +936 +16%
EWA
553
Exencial Wealth Advisors
Oklahoma
$620K -$711 -8 -0.1%
FTA
554
Financial & Tax Architects
Missouri
$619K -$17.4K -196 -3%
CL
555
Choreo LLC
Illinois
$618K +$600K +6,750 New
AIM
556
Athena Investment Management
California
$611K – – –
GT
557
Greenleaf Trust
Michigan
$607K -$21.1K -238 -3%
EAM
558
Empirical Asset Management
Massachusetts
$604K -$369K -4,148 -39%
FFA
559
First Foundation Advisors
California
$600K – – –
SWMP
560
Signature Wealth Management Partners
New Jersey
$600K -$8.88K -100 -1%
TCM
561
Triumph Capital Management
Colorado
$599K +$583K +6,564 New
DP
562
Dearborn Partners
Illinois
$595K +$27.5K +310 +5%
SP
563
Sequent Planning
Nebraska
$589K +$37.7K +424 +7%
CGL
564
Clarius Group LLC
Washington
$581K – – –
SIS
565
Sound Income Strategies
Florida
$581K +$95.6K +1,076 +20%
PCG
566
Prosperity Consulting Group
Maryland
$578K – – –
JWBC
567
J.W. Burns & Co
New York
$578K -$25.8K -290 -4%
FIM
568
Fernwood Investment Management
Massachusetts
$577K – – –
SFA
569
Sequoia Financial Advisors
Ohio
$575K +$14.7K +166 +3%
FAM
570
Fenimore Asset Management
New York
$572K – – –
FUBT
571
First United Bank & Trust
Maryland
$570K -$34.6K -390 -6%
IA
572
Insight Advisors
Pennsylvania
$570K +$9.77K +110 +2%
KAS
573
KPP Advisory Services
Kentucky
$570K – – –
MCM
574
Mendel Capital Management
Arkansas
$567K +$39.8K +448 +8%
MAM
575
MMA Asset Management
Pennsylvania
$561K – – –
21 22
23
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