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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
826
Midland Wealth Advisors
Illinois
$265K – – –
WIM
827
Westside Investment Management
California
$265K +$29.5K +316 +13%
WWM
828
Whalen Wealth Management
Nevada
$264K +$2.43K +26 +1%
BP
829
Broadleaf Partners
Ohio
$264K – – –
PMFA
830
Plante Moran Financial Advisors
Michigan
$263K – – –
IWP
831
Innova Wealth Partners
Pennsylvania
$262K -$4.66M -49,894 -95%
ACM
832
Arlington Capital Management
Illinois
$262K +$24.5K +262 +11%
CT
833
Caldwell Trust
Florida
$261K +$42.1K +450 +21%
LFASL
834
Lugano Financial Advisors SA (LFA)
Switzerland
$260K – – –
MAWA
835
Moss Adams Wealth Advisors
Washington
$260K – – –
HWMG
836
Hurlow Wealth Management Group
Indiana
$259K +$10.3K +110 +4%
SC
837
Sierra Capital
Florida
$257K – – –
AFG
838
Albion Financial Group
Utah
$257K – – –
JJBC
839
James J. Burns & Company
New York
$256K – – –
DI
840
Diligent Investors
California
$256K -$748 -8 -0.3%
ACC
841
Acorn Creek Capital
Colorado
$256K -$2.24K -24 -0.9%
WAM
842
WealthTrust Asset Management
Florida
$255K -$38.3K -410 -14%
PGWM
843
Parisi Gray Wealth Management
New Jersey
$254K +$561 +6 +0.2%
EW
844
Evoke Wealth
California
$253K +$236K +2,528 New
MFG
845
Midwest Financial Group
Kansas
$252K +$374 +4 +0.2%
EW
846
Element Wealth
Mississippi
$252K -$8.41K -90 -3%
FI
847
Finivi Inc
Massachusetts
$251K -$748 -8 -0.3%
AAS
848
Annex Advisory Services
Wisconsin
$250K -$8.97K -96 -4%
OWM
849
OneAscent Wealth Management
Alabama
$249K +$14.4K +154 +7%
FA
850
Fountainhead AM
New Jersey
$248K +$8.79K +94 +4%
32 33
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35 36