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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$55K +$7.19K +136 +14%
RFA
602
Reilly Financial Advisors
California
$54K -$21.1K -400 -27%
SWM
603
SeaCrest Wealth Management
New York
$52K +$106 +2 +0.2%
TCOV
604
Trust Company of Vermont
Vermont
$50K – – –
LDFR
605
Lehman & Derafelo Financial Resources
Pennsylvania
$50K +$53.1K +1,004 New
WIM
606
Westside Investment Management
California
$49.5K – – –
AIP
607
Ameritas Investment Partners
Nebraska
$49K -$10.6K -200 -17%
AF
608
Allworth Financial
California
$49K +$1.8K +34 +4%
KCM
609
Karp Capital Management
California
$49K +$51.8K +980 New
AIM
610
Anchor Investment Management
South Carolina
$48.8K – – –
IA
611
IndexIQ Advisors
New York
$48K -$1.65M -31,282 -97%
PWM
612
PRW Wealth Management
Massachusetts
$48K +$51.7K +978 New
SNT
613
Security National Trust
West Virginia
$46K – – –
WAS
614
WESPAC Advisors SoCal
California
$44K – – –
GI
615
Gradient Investments
Minnesota
$43K -$36.4K -688 -44%
PFBT
616
Parkside Financial Bank & Trust
Missouri
$40K – – –
IFAM
617
Institutional & Family Asset Management
Colorado
$38K – – –
CFN
618
Cordasco Financial Network
Florida
$38K +$40.9K +774 New
WWM
619
Willingdon Wealth Management
North Carolina
$37K – – –
PCA
620
Peddock Capital Advisors
Massachusetts
$35K – – –
TODC
621
Trustees of Dartmouth College
New Hampshire
$35K +$37.9K +716 New
RBC
622
Roble Belko & Company
Pennsylvania
$32K – – –
PWMG
623
Prestige Wealth Management Group
New Jersey
$32K +$34.7K +656 New
CA
624
Claro Advisors
Massachusetts
$31K +$27.6K +522 New
FCB
625
First Command Bank
Texas
$30K – – –
23 24
25
26 27