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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
676
Creative Financial Designs
Indiana
$319K +$179K +2,050 +134%
FWM
677
Frontier Wealth Management
Missouri
$319K +$311K +3,572 New
PWMG
678
Prestige Wealth Management Group
New Jersey
$318K +$229K +2,628 +281%
BOTW
679
Bank of the West
California
$317K -$6.27K -72 -2%
VWM
680
Vigilare Wealth Management
Arizona
$317K +$174 +2 +0.1%
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$316K +$183K +2,106 +147%
MWM
682
Mission Wealth Management
California
$315K -$11.7K -134 -4%
PWM
683
Perigon Wealth Management
California
$314K -$2.44K -28 -0.8%
IWP
684
Icon Wealth Partners
Texas
$314K – – –
HL
685
HeadInvest LLC
Maine
$312K -$8.71K -100 -3%
TA
686
TrueWealth Advisors
Alabama
$310K +$92.5K +1,062 +44%
IWA
687
IBEX Wealth Advisors
New Jersey
$310K +$302K +3,468 New
FF
688
FourThought Financial
Florida
$309K -$2.61K -30 -0.9%
BCM
689
Brookstone Capital Management
Illinois
$308K +$64.6K +742 +28%
TC
690
Truvestments Capital
Florida
$307K +$348 +4 +0.1%
NB
691
Northwest Bancshares
Pennsylvania
$306K +$697 +8 +0.2%
LIM
692
Loudon Investment Management
New Hampshire
$303K -$48.4K -556 -14%
UBG
693
United Bank (Georgia)
Georgia
$303K -$37.4K -430 -11%
ARG
694
Advisory Resource Group
Oklahoma
$302K +$295K +3,382 New
DCM
695
Dimension Capital Management
Florida
$300K -$528K -6,060 -64%
NCM
696
Novare Capital Management
North Carolina
$297K -$315K -3,614 -52%
CPA
697
Clear Perspective Advisors
Illinois
$297K – – –
IC
698
Inscription Capital
Texas
$294K -$426K -4,896 -60%
PWP
699
Principle Wealth Partners
Connecticut
$294K – – –
FHB
700
First Hawaiian Bank
Hawaii
$293K – – –
26 27
28
29 30