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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
626
Avidian Wealth Enterprises
Texas
$349K +$50.1K +602 +17%
AWM
627
Altium Wealth Management
New York
$347K +$99.2K +1,192 +41%
GIM
628
Goelzer Investment Management
Indiana
$346K +$14.5K +174 +4%
BC
629
Barnett & Company
Tennessee
$344K +$340K +4,090 New
BCP
630
Blue Chip Partners
Michigan
$343K -$452K -5,432 -57%
EWM
631
Empirical Wealth Management
Washington
$343K – – –
MSFS
632
Main Street Financial Solutions
Pennsylvania
$342K – – –
RF
633
Rollins Financial
Georgia
$340K +$39.3K +472 +13%
WCM
634
WealthBridge Capital Management
Ohio
$340K +$126K +1,514 +60%
SFA
635
Sequoia Financial Advisors
Ohio
$340K +$336K +4,040 New
1IA
636
1834 Investment Advisors
Wisconsin
$336K -$132K -1,582 -28%
WCM
637
Windham Capital Management
Massachusetts
$336K – – –
WWM
638
Windsor Wealth Management
Indiana
$335K +$8.98K +108 +3%
BCA
639
Bay Colony Advisors
Massachusetts
$334K +$38.4K +462 +13%
SAM
640
Seelaus Asset Management
New Jersey
$333K -$4.33K -52 -1%
LIM
641
Loudon Investment Management
New Hampshire
$332K -$14K -168 -4%
CWM
642
Campbell Wealth Management
Virginia
$331K +$51.1K +614 +18%
ZCA
643
Zeke Capital Advisors
Pennsylvania
$329K -$117K -1,404 -26%
APA
644
Allegiant Private Advisors
Florida
$328K – – –
RT
645
Rockland Trust
Massachusetts
$328K +$33.8K +406 +12%
MWM
646
Midwest Wealth Management
Indiana
$327K +$8.32K +100 +3%
LBD
647
Landsberg Bennett & Dubbaneh
Florida
$326K -$20.6K -248 -6%
SSWG
648
Seven Springs Wealth Group
Tennessee
$323K – – –
WPW
649
Waldron Private Wealth
Pennsylvania
$323K – – –
FNBT
650
FineMark National Bank & Trust
Florida
$323K +$97.3K +1,170 +44%
24 25
26
27 28