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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
601
IEQ Capital
California
$373K – – –
SA
602
Strategic Advisors
New York
$371K -$1.76M -24,578 -83%
SLWA
603
San Luis Wealth Advisors
California
$370K -$15.3K -214 -4%
NF
604
Norwood Financial
Pennsylvania
$370K -$22.9K -320 -6%
MSFS
605
Main Street Financial Solutions
Pennsylvania
$367K -$22.7K -316 -6%
RIA
606
Realta Investment Advisors
Delaware
$366K -$93.9K -1,310 -21%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$363K +$24.1K +336 +7%
BSW
608
Buckingham Strategic Wealth
Missouri
$362K – – –
RA
609
RFG Advisory
Alabama
$359K +$345K +4,806 New
FA
610
Fagan Associates
New York
$357K -$11.9K -166 -3%
SAG
611
SageView Advisory Group
California
$357K +$342K +4,776 New
FDCDDQ
612
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K +$287K +4,000 +533%
OCM
613
Orser Capital Management
Texas
$354K – – –
WPP
614
Whalerock Point Partners
Rhode Island
$351K – – –
MWM
615
Mission Wealth Management
California
$351K +$81.3K +1,134 +32%
SW
616
SkyOak Wealth
Michigan
$350K -$66.2K -924 -16%
CWM
617
Chemistry Wealth Management
New York
$350K – – –
LW
618
Linscomb Wealth
Texas
$349K -$20.4K -284 -6%
RWA
619
River Wealth Advisors
Pennsylvania
$349K -$42.7K -596 -11%
SHFA
620
SS&H Financial Advisors
Michigan
$349K +$335K +4,666 New
OW
621
Olistico Wealth
Oklahoma
$345K -$1.15K -16 -0.3%
SFB
622
STAR Financial Bank
Indiana
$345K – – –
FNBT
623
FineMark National Bank & Trust
Florida
$343K +$70.3K +980 +27%
AGP
624
Autumn Glory Partners
Texas
$343K +$48.6K +678 +17%
KCFA
625
Key Client Fiduciary Advisors
New Jersey
$343K +$89K +1,242 +37%
23 24
25
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