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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
576
Trail Ridge Investment Advisors
Colorado
$406K +$438K +5,592 New
TWP
577
Tempus Wealth Planning
California
$404K -$22.4K -286 -5%
FUBT
578
First United Bank & Trust
Maryland
$403K -$72.8K -930 -14%
CT
579
Chicago Trust
Illinois
$403K +$3.44K +44 +0.8%
MMG
580
Monetary Management Group
Missouri
$397K +$15.6K +200 +4%
OPS
581
Orion Portfolio Solutions
Nebraska
$396K -$21.1K -270 -5%
BWP
582
Baldwin Wealth Partners
Massachusetts
$395K – – –
BSW
583
Buckingham Strategic Wealth
Missouri
$392K -$42.2K -540 -9%
CFB
584
Cullen/Frost Bankers
Texas
$390K -$34.4K -440 -7%
LA
585
Lynch & Associates
Indiana
$387K +$11K +140 +3%
SBIA
586
Sheaff Brock Investment Advisors
Indiana
$385K -$19.9K -254 -4%
AP
587
Appleton Partners
Massachusetts
$385K +$29.7K +380 +8%
SWA
588
Stratos Wealth Advisors
Ohio
$382K -$10.3K -132 -2%
NL
589
NVWM LLC
Pennsylvania
$382K – – –
NF
590
Norwood Financial
Pennsylvania
$379K -$11.7K -150 -3%
MSFS
591
Main Street Financial Solutions
Pennsylvania
$378K -$10.6K -136 -2%
BCM
592
Beaumont Capital Management
Massachusetts
$372K +$409K +5,224 New
PWM
593
Perigon Wealth Management
California
$369K +$156 +2 +0%
IC
594
IEQ Capital
California
$369K +$14.9K +190 +4%
JAG
595
Journey Advisory Group
Kentucky
$367K +$14.7K +188 +4%
RPWA
596
Regent Peak Wealth Advisors
Georgia
$366K – – –
IP
597
Ignite Planners
California
$362K +$397K +5,068 New
VWA
598
Visionary Wealth Advisors
Illinois
$360K -$31.5K -402 -7%
OBWG
599
Onyx Bridge Wealth Group
New York
$357K -$132K -1,684 -25%
CIAS
600
Capital Investment Advisory Services
North Carolina
$353K +$300K +3,830 +338%
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