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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
701
Peak Asset Management
Colorado
$560K – – –
BCP
702
Blue Chip Partners
Michigan
$558K +$7.49K +70 +1%
MCM
703
MV Capital Management
Maryland
$557K -$23.3K -218 -4%
SAM
704
Sherman Asset Management
California
$550K +$525K +4,906 New
GIM
705
Goelzer Investment Management
Indiana
$550K +$642 +6 +0.1%
MAM
706
MMA Asset Management
Pennsylvania
$549K -$643K -6,014 -55%
WPP
707
Whalerock Point Partners
Rhode Island
$548K – – –
TC
708
TownSquare Capital
Utah
$548K -$27.8K -260 -5%
KCM
709
Kathmere Capital Management
Pennsylvania
$546K +$58.6K +548 +13%
CCM
710
Coldstream Capital Management
Washington
$545K -$92.4K -864 -15%
SB
711
Strategic Blueprint
Georgia
$544K +$137K +1,278 +36%
WC
712
Waterloo Capital
Texas
$541K +$32.1K +300 +7%
IA
713
Integrity Alliance
Iowa
$541K +$515K +4,820 New
LMKC
714
L.M. Kohn & Company
Ohio
$533K – – –
CFB
715
Cullen/Frost Bankers
Texas
$531K +$15.8K +148 +3%
WPC
716
Wedmont Private Capital
Pennsylvania
$530K +$102K +952 +25%
CWM
717
Chemistry Wealth Management
New York
$528K – – –
AFAS
718
Acorn Financial Advisory Services
Virginia
$526K +$47.7K +446 +11%
CCM
719
Chilton Capital Management
Texas
$526K -$136K -1,270 -21%
IAS
720
Insigneo Advisory Services
Florida
$525K -$4.92K -46 -1%
SHFA
721
SS&H Financial Advisors
Michigan
$524K – – –
CA
722
Clearstead Advisors
Ohio
$520K +$294K +2,750 +146%
MWM
723
Mattern Wealth Management
Kansas
$518K – – –
RCA
724
Ranch Capital Advisors
Florida
$518K +$4.71K +44 +1%
APP
725
Avantax Planning Partners
Iowa
$517K +$65.9K +616 +15%
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30 31