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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
751
WealthSource Partners
California
$396K -$62.8K -630 -14%
PFGIA
752
Patriot Financial Group Insurance Agency
Massachusetts
$396K +$46.2K +464 +14%
WC
753
Whitney & Co
New York
$396K +$84.7K +850 +28%
TA
754
TrueWealth Advisors
Alabama
$395K +$16.9K +170 +5%
CA
755
Clearstead Advisors
Ohio
$393K -$23.9K -240 -6%
SSWG
756
Seven Springs Wealth Group
Tennessee
$393K – – –
HWAM
757
Hennion & Walsh Asset Management
New Jersey
$392K – – –
WWM
758
Windsor Wealth Management
Indiana
$391K -$35.1K -352 -9%
GIM
759
Goelzer Investment Management
Indiana
$391K -$25.3K -254 -6%
GP
760
Girard Partners
Pennsylvania
$391K +$382K +3,834 New
CB
761
Community Bank
New York
$386K -$15.3K -154 -4%
AWM
762
Altium Wealth Management
New York
$385K +$2.99K +30 +0.8%
CFD
763
Creative Financial Designs
Indiana
$385K +$15.7K +158 +4%
PPP
764
Private Portfolio Partners
New Jersey
$383K +$10.2K +102 +3%
RIA
765
Regal Investment Advisors
Michigan
$378K +$22.1K +222 +6%
FTUS
766
Flow Traders U.S.
New York
$377K +$367K +3,686 New
KCFA
767
Key Client Fiduciary Advisors
New Jersey
$374K +$364K +3,654 New
WA
768
Wambolt & Associates
Colorado
$373K -$7.57K -76 -2%
BWA
769
BlueSky Wealth Advisors
North Carolina
$373K – – –
BFS
770
Bradley Foster & Sargent
Connecticut
$372K – – –
SB
771
Strategic Blueprint
Georgia
$372K +$55.8K +560 +18%
FWM
772
Frontier Wealth Management
Missouri
$366K +$398 +4 +0.1%
UBG
773
United Bank (Georgia)
Georgia
$365K -$15.9K -160 -4%
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$365K +$15.1K +152 +4%
SWM
775
Silverlake Wealth Management
Vermont
$364K +$355K +3,562 New
29 30
31
32 33