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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
676
Hillcrest Wealth Advisors
New Jersey
$370K – – –
SFWC
677
Strategic Family Wealth Counselors
New Jersey
$370K – – –
WCM
678
Windham Capital Management
Massachusetts
$370K – – –
FNBT
679
FineMark National Bank & Trust
Florida
$363K -$5.5K -60 -2%
HWAM
680
Hennion & Walsh Asset Management
New Jersey
$358K +$3.3K +36 +0.9%
RF
681
Rollins Financial
Georgia
$357K +$76.2K +832 +27%
BCV
682
Banque Cantonale Vaudoise
Switzerland
$356K -$102K -1,118 -22%
AC
683
Abbrea Capital
California
$356K -$91.6K -1,000 -21%
SSWG
684
Seven Springs Wealth Group
Tennessee
$356K – – –
1IA
685
1834 Investment Advisors
Wisconsin
$354K -$13.7K -150 -4%
MWM
686
Modera Wealth Management
New Jersey
$351K -$25.8K -282 -7%
ACM
687
Allred Capital Management
Texas
$350K -$88.7K -968 -20%
SAM
688
Seelaus Asset Management
New Jersey
$349K -$64.1K -700 -16%
JFA
689
JNBA Financial Advisors
Minnesota
$349K -$23.4K -256 -6%
CB
690
Community Bank
New York
$349K – – –
GC
691
Grimes & Company
Massachusetts
$346K -$21M -229,584 -98%
AWM
692
Altium Wealth Management
New York
$345K -$2.75K -30 -0.8%
KCFA
693
Key Client Fiduciary Advisors
New Jersey
$344K +$5.86K +64 +2%
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$342K +$11.7K +128 +4%
ACA
695
Aptus Capital Advisors
Alabama
$342K +$60.6K +662 +22%
BWA
696
BlueSky Wealth Advisors
North Carolina
$338K – – –
APW
697
Aurora Private Wealth
New Jersey
$337K -$200K -2,180 -37%
DTL
698
Dynamic Technology Lab
Singapore
$337K -$27.5K -300 -8%
SWA
699
Strategies Wealth Advisors
Michigan
$337K +$334K +3,642 New
GIM
700
Goelzer Investment Management
Indiana
$335K -$18.7K -204 -5%
26 27
28
29 30