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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
726
Halbert Hargrove Global Advisors
California
$214K +$16.9K +242 +8%
HWA
727
Hillcrest Wealth Advisors
New Jersey
$213K – – –
MA
728
Montag & Associates
Georgia
$212K +$14.6K +210 +7%
GIM
729
Goelzer Investment Management
Indiana
$212K -$55.1K -790 -19%
SQA
730
Simon Quick Advisors
New Jersey
$211K +$228K +3,272 New
3F
731
360 Financial
Minnesota
$210K – – –
GT
732
Glenview Trust
Kentucky
$208K +$225K +3,222 New
LCM
733
LVM Capital Management
Michigan
$208K -$38.3K -550 -15%
FAB
734
First American Bank
Illinois
$207K +$223K +3,204 New
MC
735
Moors & Cabot
Massachusetts
$207K -$51.6K -740 -19%
BWP
736
Balboa Wealth Partners
Arizona
$206K -$213K -3,056 -49%
WA
737
Wambolt & Associates
Colorado
$205K -$24.4K -350 -10%
CSPIA
738
Cary Street Partners Investment Advisory
Virginia
$205K +$221K +3,168 New
OSAM
739
O'Shaughnessy Asset Management
Connecticut
$204K -$203K -2,906 -48%
1WM
740
1900 Wealth Management
Texas
$203K – – –
WA
741
Wealthstar Advisors
Texas
$203K +$5.72K +82 +3%
AIA
742
Ally Invest Advisors
North Carolina
$202K +$219K +3,134 New
EB
743
Eastern Bank
Massachusetts
$201K +$217K +3,116 New
DWA
744
Dougherty Wealth Advisers
Minnesota
$201K – – –
WAP
745
Wealthcare Advisory Partners
Pennsylvania
$200K -$21.1K -302 -9%
EDRH
746
Edmond de Rothschild Holding
Switzerland
$198K – – –
TFS
747
TrustCore Financial Services
Tennessee
$193K +$3.21K +46 +2%
YDMI
748
Y.D. More Investments
Israel
$189K +$204K +2,922 New
DWP
749
Destiny Wealth Partners
Florida
$189K +$64.7K +928 +46%
CWP
750
Concord Wealth Partners
Virginia
$189K +$204K +2,926 New
28 29
30
31 32