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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
676
Advocacy Wealth Management Services
Georgia
$11K – – –
RIA
677
RPG Investment Advisory
California
$11K – – –
DBT
678
Dubuque Bank & Trust
Iowa
$11K +$10.4K +192 New
ST
679
Somerset Trust
Pennsylvania
$11K +$10.8K +200 New
TRCT
680
Tower Research Capital (TRC)
New York
$10K -$5.42M -99,990 -100%
JIR
681
James Investment Research
Ohio
$10K -$13.4K -248 -58%
IF
682
Ironwood Financial
Arizona
$10K – – –
FPFS
683
First Personal Financial Services
North Carolina
$10K +$9.33K +172 New
IFAM
684
Institutional & Family Asset Management
Colorado
$9K -$33K -608 -79%
BBPWM
685
Blue Bell Private Wealth Management
Pennsylvania
$9K – – –
SIS
686
Sound Income Strategies
Florida
$9K – – –
FCA
687
FinTrust Capital Advisors
South Carolina
$8K – – –
TIM
688
Tortoise Investment Management
New York
$8K – – –
WP
689
WealthShield Partners
North Carolina
$8K – – –
AIS
690
Accurate Investment Solutions
Pennsylvania
$8K +$7.92K +146 New
AP
691
Atwood & Palmer
Missouri
$7K – – –
IC
692
Inscription Capital
Texas
$7K – – –
IWP
693
Icon Wealth Partners
Texas
$7K +$6.4K +118 New
MFT
694
Moisand Fitzgerald Tamayo
Florida
$6K – – –
BBNA
695
Bremer Bank National Association
Minnesota
$6K +$5.31K +98 New
LPWM
696
Lake Point Wealth Management
Texas
$5K -$667K -12,310 -99%
RAM
697
Riggs Asset Management
Pennsylvania
$5K – – –
RFM
698
Royal Fund Management
Florida
$4K – – –
WAS
699
Winch Advisory Services
Wisconsin
$4K – – –
NPP
700
New Potomac Partners
Maryland
$3K – – –
26 27
28
29 30