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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
601
Abbrea Capital
California
$489K – – –
PWP
602
Phillips Wealth Planners
Mississippi
$489K -$30.9K -366 -5%
LA
603
Lynch & Associates
Indiana
$485K – – –
PG
604
Prostatis Group
Maryland
$485K -$84.5M -999,370 -99%
ML
605
McAdam LLC
Pennsylvania
$484K -$10.3K -122 -2%
ERIM
606
Eagle Ridge Investment Management
Connecticut
$482K – – –
PFA
607
Pure Financial Advisors
California
$472K +$25.4K +300 +5%
FTS
608
Fifth Third Securities
Ohio
$470K +$137K +1,616 +38%
FT
609
Fiduciary Trust
Massachusetts
$466K -$845 -10 -0.2%
BJL
610
Brighton Jones LLC
Washington
$466K +$19.3K +228 +4%
PAG
611
Private Advisory Group
Washington
$464K +$18.6K +220 +4%
CDH
612
Charles D. Hyman
$463K – – –
AIA
613
Ally Invest Advisors
North Carolina
$461K +$102K +1,212 +27%
CW
614
Channel Wealth
California
$461K -$508K -6,014 -51%
CP
615
Cumberland Partners
Ontario, Canada
$460K +$7.61K +90 +2%
PAM
616
Private Asset Management
California
$449K +$20.6K +244 +5%
PCG
617
Prosperity Consulting Group
Maryland
$447K +$470K +5,554 New
BWP
618
Baldwin Wealth Partners
Massachusetts
$446K – – –
BMWM
619
Brown Miller Wealth Management
Virginia
$446K +$468K +5,538 New
PWM
620
PRW Wealth Management
Massachusetts
$444K +$498K +5,886 New
TWP
621
Tempus Wealth Planning
California
$443K – – –
GGS
622
Galvin Gaustad & Stein
Arizona
$442K +$169 +2 +0%
MWA
623
Meridian Wealth Advisors
Texas
$441K -$37.2K -440 -7%
WWM
624
WT Wealth Management
Arizona
$437K -$16.2K -192 -3%
COCM
625
Charter Oak Capital Management
New Hampshire
$435K – – –
23 24
25
26 27