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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
626
Lake Street Private Wealth
Illinois
$391K +$182 +2 +0%
APW
627
Aurora Private Wealth
New Jersey
$390K +$10.4K +114 +3%
WAM
628
WealthTrust Asset Management
Florida
$384K +$33.8K +372 +10%
SFG
629
Sowa Financial Group
Rhode Island
$383K -$13.3K -146 -3%
SYBT
630
Stock Yards Bank & Trust
Kentucky
$380K -$2.73K -30 -0.7%
SMH
631
Sanders Morris Harris
Texas
$378K – – –
PVH
632
Psagot Value Holdings
Israel
$375K -$218K -2,404 -37%
CWM
633
Campbell Wealth Management
Virginia
$375K – – –
WWM
634
Windsor Wealth Management
Indiana
$370K +$15.4K +170 +4%
MWM
635
Midwest Wealth Management
Indiana
$369K +$15.4K +170 +4%
CCP
636
Cassia Capital Partners
North Carolina
$369K +$374K +4,112 New
CA
637
Clearstead Advisors
Ohio
$367K +$328K +3,610 +755%
GIM
638
Goelzer Investment Management
Indiana
$366K +$11.3K +124 +3%
AWE
639
Avidian Wealth Enterprises
Texas
$365K -$20.3K -224 -5%
AP
640
Appleton Partners
Massachusetts
$365K +$2.73K +30 +0.7%
PWM
641
Perigon Wealth Management
California
$365K +$50.1K +552 +16%
JF
642
Jump Financial
Illinois
$363K -$1.45M -15,990 -80%
MWM
643
Modera Wealth Management
New Jersey
$363K +$38.2K +420 +12%
FNBT
644
FineMark National Bank & Trust
Florida
$362K -$12K -132 -3%
CWM
645
Cornerstone Wealth Management
Missouri
$362K +$135K +1,486 +58%
JFA
646
JNBA Financial Advisors
Minnesota
$361K -$13.1K -144 -3%
PA
647
PFG Advisors
Arizona
$361K -$7.45K -82 -2%
HWA
648
Hillcrest Wealth Advisors
New Jersey
$359K – – –
WCM
649
Windham Capital Management
Massachusetts
$359K – – –
ECM
650
Evergreen Capital Management
Washington
$359K +$363K +4,000 New
24 25
26
27 28