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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
601
Capital Analysts LLC
Pennsylvania
$569K -$1.54M -16,486 -74%
CWM
602
Campbell Wealth Management
Virginia
$565K -$41.5K -444 -7%
AG
603
Ascent Group
Virginia
$565K -$30.5K -326 -5%
APIM
604
Agate Pass Investment Management
Washington
$565K +$288K +3,086 +121%
COCM
605
Charter Oak Capital Management
New Hampshire
$564K -$36.6K -392 -7%
FEM
606
Fulcrum Equity Management
Texas
$558K +$225K +2,412 +76%
OMC
607
Old Mission Capital
Illinois
$558K +$520K +5,566 New
TWP
608
Tempus Wealth Planning
California
$557K – – –
IC
609
IEQ Capital
California
$555K +$187 +2 +0%
BWP
610
Baldwin Wealth Partners
Massachusetts
$555K – – –
GGS
611
Galvin Gaustad & Stein
Arizona
$554K +$35.5K +380 +7%
QCM
612
QRG Capital Management
Illinois
$549K -$24.7K -264 -5%
MWA
613
Meridian Wealth Advisors
Texas
$549K – – –
SCM
614
Sage Capital Management
New Jersey
$547K +$1.12K +12 +0.2%
SHFP
615
Second Half Financial Partners
Florida
$547K +$28.8K +308 +6%
MWM
616
Mission Wealth Management
California
$546K +$11K +118 +2%
FT
617
Fiduciary Trust
Massachusetts
$543K -$34.6K -370 -6%
SP
618
Stonebrook Private
Michigan
$543K +$7.67K +82 +2%
CAM
619
Councilmark Asset Management
Tennessee
$541K – – –
MSAM
620
Moloney Securities Asset Management
Missouri
$536K -$1.12K -12 -0.2%
BHWM
621
Beaird Harris Wealth Management
Texas
$535K +$493K +5,278 +7,997%
ERIM
622
Eagle Ridge Investment Management
Connecticut
$532K -$56.3K -602 -10%
JFG
623
Jefferies Financial Group
New York
$521K +$486K +5,202 New
MCM
624
MV Capital Management
Maryland
$519K -$19.6K -210 -4%
TC
625
TownSquare Capital
Utah
$515K +$66.2K +708 +16%
23 24
25
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