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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
801
American National Bank & Trust
Texas
$250K +$11.4K +128 +5%
FWMM
802
Foundation Wealth Management (Missouri)
Missouri
$250K +$243K +2,738 New
FAIM
803
Financial Advocates Investment Management
Washington
$250K -$31.6K -356 -12%
LIA
804
LBMC Investment Advisors
Tennessee
$249K – – –
SLWA
805
San Luis Wealth Advisors
California
$248K – – –
IF
806
Ironwood Financial
Arizona
$247K -$2.49K -28 -1%
TC
807
Truvestments Capital
Florida
$247K +$533 +6 +0.2%
GSEP
808
Golden State Equity Partners
California
$245K +$239K +2,690 New
BWM
809
BCS Wealth Management
Tennessee
$245K – – –
AWM
810
Aries Wealth Management
Maine
$244K – – –
ACGA
811
Atlanta Consulting Group Advisors
Georgia
$244K +$238K +2,678 New
MWA
812
Midland Wealth Advisors
Illinois
$242K – – –
SAM
813
Seelaus Asset Management
New Jersey
$242K – – –
BP
814
Broadleaf Partners
Ohio
$240K – – –
MAM
815
Milestone Asset Management
Pennsylvania
$240K +$234K +2,630 New
PMFA
816
Plante Moran Financial Advisors
Michigan
$240K -$10.8K -122 -4%
WIA
817
Wetzel Investment Advisors
Indiana
$239K – – –
FPB
818
First PREMIER Bank
South Dakota
$239K -$178 -2 -0.1%
SAM
819
Secure Asset Management
Michigan
$239K -$43K -484 -16%
WWM
820
Whalen Wealth Management
Nevada
$238K +$355 +4 +0.2%
VVP
821
Venture Visionary Partners
Ohio
$238K -$2.13K -24 -0.9%
EW
822
Element Wealth
Mississippi
$237K +$8K +90 +4%
LFASL
823
Lugano Financial Advisors SA (LFA)
Switzerland
$237K – – –
MAWA
824
Moss Adams Wealth Advisors
Washington
$237K – – –
AAS
825
Annex Advisory Services
Wisconsin
$236K -$138K -1,558 -38%
31 32
33
34 35