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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JG
651
Jefferies Group
New York
$220K -$2.24M -31,600 -91%
IWA
652
Intercontinental Wealth Advisors
Texas
$220K +$212K +3,000 New
ATC
653
Argent Trust Co
Tennessee
$219K +$211K +2,986 New
CMI
654
Clare Market Investments
Texas
$218K +$210K +2,972 New
EHC
655
Everett Harris & Co
California
$218K +$210K +2,970 New
AWM
656
Altium Wealth Management
New York
$216K +$208K +2,940 New
DDC
657
DF Dent & Co
Maryland
$215K +$208K +2,932 New
SDAM
658
Shulman DeMeo Asset Management
New York
$212K +$204K +2,884 New
IWS
659
Insight Wealth Strategies
California
$210K -$66.7K -942 -25%
EBT
660
Enterprise Bank & Trust
Massachusetts
$209K +$201K +2,840 New
BP
661
Ballentine Partners
Massachusetts
$207K +$199K +2,810 New
HTC
662
Haverford Trust Company
Pennsylvania
$207K +$200K +2,822 New
DI
663
Diligent Investors
California
$206K +$198K +2,800 New
PWM
664
Perigon Wealth Management
California
$206K +$199K +2,808 New
DSAM
665
Dock Street Asset Management
Florida
$205K +$198K +2,796 New
MCM
666
MV Capital Management
Maryland
$204K +$33.8K +478 +21%
AWM
667
Avior Wealth Management
Nebraska
$188K – – –
EW
668
Element Wealth
Mississippi
$182K – – –
BWA
669
BDO Wealth Advisors
Florida
$182K +$46.7K +660 +36%
ACA
670
Aptus Capital Advisors
Alabama
$173K +$64.3K +908 +62%
RCA
671
Ranch Capital Advisors
Florida
$171K -$32.8K -464 -19%
PMFA
672
Plante Moran Financial Advisors
Michigan
$170K -$26.2K -370 -14%
AIC
673
Archer Investment Corporation
Indiana
$169K – – –
SFC
674
SYM Financial Corp
Indiana
$169K +$14K +198 +9%
RMC
675
Resources Management Corp
Connecticut
$168K – – –
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