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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
701
US Financial Advisors
Massachusetts
$271K +$260K +3,376 New
SCM
702
SOL Capital Management
Maryland
$268K – – –
CWM
703
Campbell Wealth Management
Virginia
$267K +$19.6K +254 +8%
PWP
704
Principle Wealth Partners
Connecticut
$264K +$253K +3,288 New
FHB
705
First Hawaiian Bank
Hawaii
$263K -$41.9K -544 -14%
JAG
706
Journey Advisory Group
Kentucky
$263K +$252K +3,266 New
HCMT
707
Highland Capital Management (Tennessee)
Tennessee
$262K -$2.31K -30 -0.9%
CWS
708
Cypress Wealth Services
California
$262K +$252K +3,264 New
RA
709
RFG Advisory
Alabama
$261K +$238K +3,088 New
OIA
710
OneDigital Investment Advisors
Kansas
$256K -$108K -1,404 -31%
CB
711
Community Bank
New York
$254K -$13K -168 -5%
TFS
712
TrustCore Financial Services
Tennessee
$253K -$39.3K -510 -14%
PPP
713
Private Portfolio Partners
New Jersey
$250K +$240K +3,116 New
CWA
714
Centennial Wealth Advisory
Michigan
$248K +$238K +3,088 New
FNBOSM
715
First National Bank of South Miami
Florida
$245K -$925 -12 -0.4%
GWM
716
Gray Wealth Management
Maine
$242K – – –
OWA
717
Outlook Wealth Advisors
Texas
$242K +$232K +3,010 New
HSA
718
HBK Sorce Advisory
Pennsylvania
$241K -$7.86K -102 -3%
IWA
719
Intercontinental Wealth Advisors
Texas
$241K – – –
OCPWS
720
One Charles Private Wealth Services
Massachusetts
$240K +$230K +2,988 New
EHC
721
Everett Harris & Co
California
$239K – – –
NW
722
NewEdge Wealth
Pennsylvania
$238K +$229K +2,966 New
VWM
723
Vigilare Wealth Management
Arizona
$237K +$227K +2,946 New
SWM
724
SeaCrest Wealth Management
New York
$236K -$157K -2,030 -41%
AWM
725
Altium Wealth Management
New York
$236K – – –
27 28
29
30 31