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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
651
BlueSky Wealth Advisors
North Carolina
$323K +$304K +3,652 New
UBG
652
United Bank (Georgia)
Georgia
$322K -$129K -1,552 -29%
WA
653
Wambolt & Associates
Colorado
$322K -$10.8K -130 -3%
OPS
654
Orion Portfolio Solutions
Nebraska
$320K -$5.92M -71,146 -95%
AWM
655
Apollon Wealth Management
South Carolina
$314K +$310K +3,732 New
SYBT
656
Stock Yards Bank & Trust
Kentucky
$313K -$4.66K -56 -1%
HWAM
657
Hennion & Walsh Asset Management
New Jersey
$312K +$309K +3,716 New
GWM
658
Geneos Wealth Management
Colorado
$311K -$668K -8,032 -70%
MFW
659
Meristem Family Wealth
Minnesota
$311K – – –
CT
660
Chicago Trust
Illinois
$309K -$27.5K -330 -8%
MWM
661
Mission Wealth Management
California
$308K +$304K +3,660 New
FG
662
Fiduciary Group
Georgia
$307K – – –
WP
663
WealthSource Partners
California
$307K +$17K +204 +6%
BOTW
664
Bank of the West
California
$304K -$95.3K -1,146 -24%
CB
665
Community Bank
New York
$304K +$38.6K +464 +15%
UFA
666
US Financial Advisors
Massachusetts
$303K +$19.5K +234 +7%
HL
667
HeadInvest LLC
Maine
$302K -$6.32K -76 -2%
DY
668
Dowling & Yahnke
California
$301K – – –
VWM
669
Vigilare Wealth Management
Arizona
$298K +$50.4K +606 +21%
PWM
670
Perigon Wealth Management
California
$298K +$51.6K +620 +21%
DI
671
Diligent Investors
California
$297K +$83.2K +1,000 +39%
PG
672
Patten Group
Tennessee
$296K -$29.1K -350 -9%
IWP
673
Icon Wealth Partners
Texas
$296K +$293K +3,518 New
MFG
674
Magnus Financial Group
New York
$294K -$173K -2,080 -37%
FF
675
FourThought Financial
Florida
$293K +$2.5K +30 +0.9%
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