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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
651
Fagan Associates
New York
$418K +$7.11K +80 +2%
MSFS
652
Main Street Financial Solutions
Pennsylvania
$416K -$888 -10 -0.2%
PIWA
653
Prevail Innovative Wealth Advisors
Kansas
$416K +$405K +4,564 New
AIM
654
Allen Investment Management
New York
$416K – – –
KP
655
Keel Point
Alabama
$414K -$598K -6,732 -59%
BBWP
656
Beacon Bridge Wealth Partners
Pennsylvania
$412K +$58.3K +656 +17%
P
657
Pitcairn
Pennsylvania
$412K – – –
CFB
658
Cullen/Frost Bankers
Texas
$411K – – –
CCM
659
Consolidated Capital Management
California
$411K +$51K +574 +15%
MCCA
660
Mill Creek Capital Advisors
Pennsylvania
$410K +$5.51K +62 +1%
IAS
661
Insigneo Advisory Services
Florida
$408K -$51.9K -584 -11%
TCWA
662
Turtle Creek Wealth Advisors
Texas
$408K -$4.05M -45,550 -91%
CWM
663
Chemistry Wealth Management
New York
$406K – – –
NL
664
NVWM LLC
Pennsylvania
$406K – – –
RPWA
665
Regent Peak Wealth Advisors
Georgia
$405K -$14.7K -166 -4%
CCM
666
Coldstream Capital Management
Washington
$405K -$149K -1,672 -27%
TC
667
TownSquare Capital
Utah
$405K -$110K -1,236 -22%
MC
668
Moors & Cabot
Massachusetts
$401K -$32K -360 -8%
SCA
669
Sage Capital Advisors
South Dakota
$400K -$4.09K -46 -1%
NCM
670
Noesis Capital Mangement
Florida
$397K +$386K +4,350 New
IC
671
Inscription Capital
Texas
$396K +$46K +518 +14%
BA
672
Bridge Advisory
California
$396K +$711 +8 +0.2%
FNBT
673
FineMark National Bank & Trust
Florida
$395K – – –
WQ
674
Wealth Quarterback
New Jersey
$395K +$888 +10 +0.2%
LFS
675
Legacy Financial Strategies
Kansas
$395K – – –
25 26
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