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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
776
Broadleaf Partners
Ohio
$243K – – –
FNBOSM
777
First National Bank of South Miami
Florida
$243K – – –
AAS
778
Annex Advisory Services
Wisconsin
$241K -$22K -240 -8%
EDRH
779
Edmond de Rothschild Holding
Switzerland
$238K -$23.8K -260 -9%
JWA
780
JFS Wealth Advisors
Pennsylvania
$238K +$67.6K +738 +40%
AFG
781
Albion Financial Group
Utah
$237K – – –
DI
782
Diligent Investors
California
$237K – – –
OWA
783
Outlook Wealth Advisors
Texas
$235K – – –
FIBT
784
First International Bank & Trust
North Dakota
$234K – – –
AWM
785
Alterna Wealth Management
Texas
$232K -$303K -3,308 -57%
LIA
786
LBMC Investment Advisors
Tennessee
$231K – – –
IGGA
787
Iron Gate Global Advisors
Utah
$230K -$89.2K -974 -28%
PGWM
788
Parisi Gray Wealth Management
New Jersey
$229K -$377K -4,116 -62%
MA
789
Montag & Associates
Georgia
$229K -$158K -1,726 -41%
EW
790
Element Wealth
Mississippi
$229K – – –
HWMG
791
Hurlow Wealth Management Group
Indiana
$229K – – –
PWM
792
Penobscot Wealth Management
Maine
$229K +$183 +2 +0.1%
FF
793
FourThought Financial
Florida
$228K – – –
LWP
794
Legacy Wealth Planning
Nevada
$227K +$225K +2,456 New
TFS
795
Thoroughbred Financial Services
Tennessee
$226K +$225K +2,452 New
FA
796
Fountainhead AM
New Jersey
$225K -$8.43K -92 -4%
IIM
797
InTrack Investment Management
Vermont
$224K -$317K -3,458 -59%
PFC
798
Phocas Financial Corp
California
$224K +$222K +2,420 New
LNWTC
799
Laird Norton Wetherby Trust Company
Washington
$222K – – –
1WA
800
180 Wealth Advisors
Washington
$221K -$5.13K -56 -2%
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32
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