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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
576
Contravisory Investment Management
Massachusetts
$235K +$6.75K +112 +3%
GRP
577
Global Retirement Partners
California
$233K +$20.6K +342 +10%
WPW
578
Waldron Private Wealth
Pennsylvania
$231K – – –
SIM
579
Stratos Investment Management
Ohio
$230K -$82.5K -1,368 -26%
PSF
580
Pacific Sun Financial
California
$230K +$21.1K +350 +10%
AP
581
Appleton Partners
Massachusetts
$230K +$230K +3,812 New
HL
582
HeadInvest LLC
Maine
$229K +$229K +3,798 New
RFN
583
RDA Financial Network
Iowa
$228K -$58.5K -970 -20%
ATC
584
Argent Trust Co
Tennessee
$227K -$28.9K -480 -11%
KTM
585
Keeler Thomas Management
Utah
$227K +$228K +3,776 New
EWM
586
Evercore Wealth Management
New York
$224K – – –
MFW
587
Meristem Family Wealth
Minnesota
$224K – – –
SC
588
Sepio Capital
Utah
$224K – – –
FNBT
589
FineMark National Bank & Trust
Florida
$223K -$117K -1,944 -34%
OWA
590
Outlook Wealth Advisors
Texas
$223K -$113K -1,874 -34%
MCM
591
Maryland Capital Management
Maryland
$223K +$223K +3,700 New
BCM
592
Brookstone Capital Management
Illinois
$220K -$20.1K -334 -8%
AWM
593
Aries Wealth Management
Maine
$218K -$2.17K -36 -1%
BCWM
594
Blue Chip Wealth Management
Florida
$218K +$362 +6 +0.2%
BPM
595
Bowling Portfolio Management
Ohio
$217K -$338K -5,600 -61%
APP
596
Avantax Planning Partners
Iowa
$217K -$18.1K -300 -8%
GHAM
597
Gilman Hill Asset Management
Connecticut
$217K – – –
HSA
598
HBK Sorce Advisory
Pennsylvania
$216K +$216K +3,582 New
RA
599
RFG Advisory
Alabama
$212K +$212K +3,512 New
TC
600
Truvestments Capital
Florida
$211K +$118K +1,958 +127%
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