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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
801
Luts & Greenleigh Group
Maryland
$287K – – –
TPCW
802
TD Private Client Wealth
New York
$287K – – –
HWM
803
Horizon Wealth Management
Illinois
$285K – – –
PFSC
804
Peoples Financial Services Corp
Pennsylvania
$282K -$79.5K -850 -23%
SMC
805
Smith, Moore & Co
Missouri
$280K -$37.6K -402 -13%
MA
806
Montag & Associates
Georgia
$280K -$3.93K -42 -1%
CSC
807
Caldwell Sutter Capital
California
$278K – – –
BW
808
BIP Wealth
Georgia
$278K +$30.7K +328 +13%
IF
809
Ironwood Financial
Arizona
$277K +$5.24K +56 +2%
WIA
810
Wetzel Investment Advisors
Indiana
$277K +$15.1K +162 +6%
T
811
TNF
Montana
$277K +$187 +2 +0.1%
SFC
812
SYM Financial Corp
Indiana
$276K – – –
VVP
813
Venture Visionary Partners
Ohio
$276K +$14K +150 +6%
TC
814
Truvestments Capital
Florida
$276K +$4.67K +50 +2%
FAIM
815
Financial Advocates Investment Management
Washington
$274K +$187 +2 +0.1%
ANBT
816
American National Bank & Trust
Texas
$274K -$561 -6 -0.2%
LIA
817
LBMC Investment Advisors
Tennessee
$274K – – –
HTC
818
Haverford Trust Company
Pennsylvania
$274K +$255K +2,732 New
OBWG
819
Onyx Bridge Wealth Group
New York
$274K -$10.7K -114 -4%
SLWA
820
San Luis Wealth Advisors
California
$273K +$561 +6 +0.2%
CCFM
821
Clear Creek Financial Management
Washington
$272K -$99.3K -1,062 -28%
HIP
822
HUB Investment Partners
Texas
$270K -$92K -984 -27%
AWM
823
Aries Wealth Management
Maine
$268K – – –
AAM
824
Ameraudi Asset Management
New York
$268K -$9.34M -99,926 -97%
AF
825
Apollon Financial
South Carolina
$268K -$44.7K -478 -15%
31 32
33
34 35