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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
726
Ballentine Partners
Massachusetts
$251K – – –
OPCM
727
Osborne Partners Capital Management
California
$251K +$244K +2,806 New
HTC
728
Haverford Trust Company
Pennsylvania
$247K -$6.1K -70 -2%
SFC
729
SYM Financial Corp
Indiana
$246K – – –
1WA
730
180 Wealth Advisors
Washington
$245K – – –
WA
731
Wealthstar Advisors
Texas
$244K +$237K +2,718 New
CA
732
Claro Advisors
Massachusetts
$243K +$21.9K +252 +10%
P
733
&Partners
Tennessee
$243K +$237K +2,724 New
AAS
734
Annex Advisory Services
Wisconsin
$242K +$236K +2,706 New
DI
735
Diligent Investors
California
$240K -$74K -850 -24%
SAM
736
Strategy Asset Managers
California
$240K – – –
JGC
737
J. Goldman & Co
New York
$238K +$232K +2,662 New
SIG
738
Sargent Investment Group
Maryland
$236K – – –
ACA
739
Aptus Capital Advisors
Alabama
$236K +$140K +1,608 +156%
BP
740
Broadleaf Partners
Ohio
$235K – – –
SAF
741
Smith Anglin Financial
Texas
$234K +$14.8K +170 +7%
UB
742
UMB Bank
Missouri
$234K +$228K +2,616 New
LNWTC
743
Laird Norton Wetherby Trust Company
Washington
$232K – – –
GLLW
744
Graves Light Lenhart Wealth
Virginia
$230K -$8.53K -98 -4%
AWM
745
Aries Wealth Management
Maine
$230K +$1.39K +16 +0.6%
OWA
746
Outlook Wealth Advisors
Texas
$230K +$224K +2,576 New
EDRH
747
Edmond de Rothschild Holding
Switzerland
$229K -$230K -2,640 -51%
AF
748
Allworth Financial
California
$229K +$174 +2 +0.1%
FFA
749
Founders Financial Alliance
North Carolina
$229K +$16.7K +192 +8%
AFG
750
Albion Financial Group
Utah
$229K +$223K +2,562 New
28 29
30
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