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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$225K – – –
BPM
627
Bowling Portfolio Management
Ohio
$225K – – –
AF
628
Apexium Financial
Texas
$225K +$218K +3,582 New
DAM
629
Doheny Asset Management
California
$222K +$215K +3,540 New
FNBT
630
FineMark National Bank & Trust
Florida
$220K -$11.3K -186 -5%
TC
631
Truvestments Capital
Florida
$220K +$487 +8 +0.2%
TW
632
Transform Wealth
Colorado
$215K -$1.05M -17,210 -83%
IFS
633
Ifrah Financial Services
Arkansas
$212K -$228K -3,744 -52%
MA
634
Montag & Associates
Georgia
$212K – – –
SAM
635
Sequent Asset Management
Texas
$211K +$205K +3,368 New
AWA
636
Arkadios Wealth Advisors
Georgia
$208K +$192K +3,156 New
CWM
637
Cornerstone Wealth Management
Missouri
$207K +$201K +3,304 New
UB
638
UMB Bank
Missouri
$205K +$199K +3,270 New
ECA
639
Elevated Capital Advisors
Utah
$204K +$198K +3,256 New
HCMT
640
Highland Capital Management (Tennessee)
Tennessee
$202K +$196K +3,222 New
CWG
641
Cornerstone Wealth Group
North Carolina
$201K -$11.8M -193,828 -98%
LWANC
642
Laurel Wealth Advisors (North Carolina)
North Carolina
$201K +$4.87K +80 +3%
PWMG
643
Prestige Wealth Management Group
New Jersey
$201K +$156K +2,556 +390%
DI
644
Diligent Investors
California
$201K +$195K +3,200 New
MCM
645
MV Capital Management
Maryland
$197K – – –
FNBOSM
646
First National Bank of South Miami
Florida
$194K -$280K -4,600 -60%
IWA
647
Intercontinental Wealth Advisors
Texas
$194K – – –
TFS
648
TrustCore Financial Services
Tennessee
$180K – – –
JAWM
649
J. Arnold Wealth Management
Ohio
$180K +$175K +2,874 New
RCA
650
Ranch Capital Advisors
Florida
$179K +$365 +6 +0.2%
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