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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
551
Thomasville National Bank
Georgia
$863K – – –
SIS
552
Sound Income Strategies
Florida
$858K +$169K +1,558 +22%
SWA
553
Stratos Wealth Advisors
Ohio
$853K -$2.64M -24,360 -74%
SW
554
SVB Wealth
Massachusetts
$847K -$40.3K -372 -4%
LOIP
555
Live Oak Investment Partners
Texas
$847K +$930K +8,578 New
RA
556
Rockingstone Advisors
Massachusetts
$841K +$25.8K +238 +3%
DAS
557
Diversify Advisory Services
Utah
$840K -$359K -3,306 -28%
LFAS
558
Level Four Advisory Services
Texas
$840K +$86.3K +796 +10%
SC
559
Scotia Capital
Ontario, Canada
$827K -$3.58M -33,042 -80%
SA
560
Sovran Advisors
California
$827K +$529K +4,874 +121%
AIA
561
Ally Invest Advisors
North Carolina
$824K -$18.9K -174 -2%
SPWM
562
Schrum Private Wealth Management
Florida
$824K +$217 +2 +0%
HIA
563
Harbor Investment Advisory
Maryland
$822K -$21.5K -198 -2%
PFT
564
Providence First Trust
Arizona
$817K +$84.2K +776 +10%
MW
565
Marcum Wealth
Ohio
$816K -$6.29K -58 -0.7%
MOS
566
MGO One Seven
Ohio
$816K -$106K -974 -11%
WFS
567
WealthGarden F.S.
California
$805K -$37.1K -342 -4%
WJWM
568
Williams Jones Wealth Management
New York
$797K – – –
VBFG
569
Vishria Bird Financial Group
Tennessee
$796K – – –
EGA
570
E&G Advisors
Texas
$787K – – –
KPWM
571
KDK Private Wealth Management
Texas
$778K – – –
OIA
572
OneDigital Investment Advisors
Kansas
$777K -$98.5K -908 -10%
FTA
573
Financial & Tax Architects
Missouri
$776K +$115K +1,064 +16%
BBWP
574
Beacon Bridge Wealth Partners
Pennsylvania
$771K +$17.1K +158 +2%
AWA
575
Arete Wealth Advisors
Illinois
$771K +$404K +3,726 +91%
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