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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$287K -$209K -3,004 -40%
ZCA
652
Zeke Capital Advisors
Pennsylvania
$284K -$33.7K -484 -10%
TFS
653
Thoroughbred Financial Services
Tennessee
$284K +$87.3K +1,252 +40%
CWM
654
Campbell Wealth Management
Virginia
$282K +$1.12K +16 +0.4%
FG
655
Fiduciary Group
Georgia
$280K – – –
LFG
656
Larson Financial Group
Missouri
$280K -$1.12K -16 -0.4%
MCM
657
MV Capital Management
Maryland
$280K +$230K +3,292 +317%
FEM
658
Fulcrum Equity Management
Texas
$278K -$2.79K -40 -0.9%
MCCA
659
Mill Creek Capital Advisors
Pennsylvania
$278K +$300K +4,306 New
LGG
660
Luts & Greenleigh Group
Maryland
$277K +$299K +4,292 New
RW
661
REDW Wealth
New Mexico
$276K +$298K +4,270 New
PFSC
662
Peoples Financial Services Corp
Pennsylvania
$273K +$12K +172 +4%
BPWM
663
Badgley Phelps Wealth Managers
Washington
$270K +$291K +4,180 New
LNC
664
Lincoln National Corp
Pennsylvania
$268K -$4.04K -58 -1%
GWA
665
GGM Wealth Advisors
Maryland
$265K +$39.7K +570 +16%
EA
666
Eudaimonia Advisors
Tennessee
$265K +$1.25K +18 +0.4%
COCM
667
Charter Oak Capital Management
New Hampshire
$263K +$284K +4,072 New
IWA
668
Intercontinental Wealth Advisors
Texas
$262K +$58.7K +842 +26%
BRG
669
Bay Rivers Group
Virginia
$259K -$418 -6 -0.1%
HWM
670
Horizon Wealth Management
Illinois
$259K -$136K -1,948 -33%
SFWC
671
Strategic Family Wealth Counselors
New Jersey
$258K – – –
WCM
672
Windham Capital Management
Massachusetts
$258K – – –
JFA
673
JNBA Financial Advisors
Minnesota
$258K – – –
ARC
674
Advisor Resource Council
Texas
$257K -$459K -6,578 -62%
CFO
675
Collective Family Office
Pennsylvania
$255K +$275K +3,950 New
25 26
27
28 29