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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
751
Cascade Investment Group
Colorado
$268K -$23.7K -280 -8%
CPRC
752
Consolidated Portfolio Review Corp
New York
$268K +$5.41K +64 +2%
MA
753
Montag & Associates
Georgia
$266K -$64.1K -758 -19%
EWM
754
Elevatus Welath Management
New York
$262K +$275K +3,256 New
HWAM
755
Hennion & Walsh Asset Management
New Jersey
$261K +$9.64K +114 +4%
EWM
756
Empirical Wealth Management
Washington
$261K – – –
SFC
757
SYM Financial Corp
Indiana
$260K – – –
WAM
758
WealthTrust Asset Management
Florida
$258K +$1.35K +16 +0.5%
NAS
759
NWF Advisory Services
California
$255K – – –
JFGIW
760
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K – – –
1WM
761
1900 Wealth Management
Texas
$254K – – –
CWM
762
Campbell Wealth Management
Virginia
$252K -$5.24K -62 -2%
ZIM
763
Zacks Investment Management
Illinois
$252K +$23.2K +274 +10%
IWP
764
Icon Wealth Partners
Texas
$250K -$14.2K -168 -5%
BP
765
Ballentine Partners
Massachusetts
$248K – – –
WC
766
Waterloo Capital
Texas
$248K +$50.4K +596 +24%
GWM
767
Geneos Wealth Management
Colorado
$248K -$4.57M -54,026 -95%
HHGA
768
Halbert Hargrove Global Advisors
California
$247K +$338 +4 +0.1%
BFA
769
Bragg Financial Advisors
North Carolina
$246K – – –
GWM
770
Gray Wealth Management
Maine
$246K – – –
PWM
771
Penobscot Wealth Management
Maine
$245K -$169 -2 -0.1%
HSA
772
HBK Sorce Advisory
Pennsylvania
$244K +$4.57K +54 +2%
KL
773
KWMG LLC
Kansas
$244K +$256K +3,028 New
RW
774
REDW Wealth
New Mexico
$241K -$107K -1,270 -30%
NGA
775
Naples Global Advisors
Florida
$241K – – –
29 30
31
32 33