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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
676
Citizens Financial Group
Rhode Island
$12K – – –
LA
677
Legacy Advisors
Pennsylvania
$12K – – –
RIA
678
RPG Investment Advisory
California
$12K – – –
WCG
679
Weaver Consulting Group
California
$12K – – –
LWA
680
Lowe Wealth Advisors
Maryland
$12K +$11.7K +200 New
SIM
681
Sonora Investment Management
Arizona
$12K +$11.7K +200 New
EIP
682
Ellis Investment Partners
Pennsylvania
$12K +$12.1K +206 New
AWMS
683
Advocacy Wealth Management Services
Georgia
$11K – – –
IF
684
Ironwood Financial
Arizona
$11K – – –
MF
685
Manchester Financial
California
$11K +$10.5K +180 New
BBPWM
686
Blue Bell Private Wealth Management
Pennsylvania
$10K – – –
IFAM
687
Institutional & Family Asset Management
Colorado
$10K – – –
SIS
688
Sound Income Strategies
Florida
$9K – – –
WAS
689
Winch Advisory Services
Wisconsin
$9K +$3.86K +66 +85%
FCA
690
FinTrust Capital Advisors
South Carolina
$8K – – –
TIM
691
Tortoise Investment Management
New York
$8K – – –
CFD
692
Creative Financial Designs
Indiana
$8K +$7.96K +136 New
AP
693
Atwood & Palmer
Missouri
$7K – – –
MFT
694
Moisand Fitzgerald Tamayo
Florida
$6K – – –
RAM
695
Riggs Asset Management
Pennsylvania
$6K – – –
QAM
696
QCI Asset Management
New York
$6K +$5.62K +96 New
LPWM
697
Lake Point Wealth Management
Texas
$5K – – –
RFM
698
Royal Fund Management
Florida
$4K – – –
PWP
699
Personal Wealth Partners
Minnesota
$4K +$3.51K +60 New
AIS
700
Accurate Investment Solutions
Pennsylvania
$3K -$5.5K -94 -64%
26 27
28
29 30