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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
826
Horizon Wealth Management
Illinois
$301K -$12.2M -112,404 -97%
WWM
827
Waterway Wealth Management
Texas
$300K -$1.1M -10,134 -77%
CCM
828
Consolidated Capital Management
California
$298K -$37.7K -348 -10%
SMC
829
Smith, Moore & Co
Missouri
$297K – – –
LCC
830
Lincoln Capital Corp
Rhode Island
$294K +$323K +2,978 New
PWP
831
Perfromance Wealth Partners
Illinois
$294K -$77K -710 -19%
BW
832
BIP Wealth
Georgia
$293K – – –
NFC
833
Northstar Financial Companies
Pennsylvania
$293K -$40.6K -374 -11%
MWM
834
Modera Wealth Management
New Jersey
$292K +$1.74K +16 +0.5%
HAG
835
HF Advisory Group
Maryland
$292K -$11.3K -104 -3%
SFC
836
SYM Financial Corp
Indiana
$292K -$2.6K -24 -0.8%
AWM
837
Aries Wealth Management
Maine
$292K +$29.9K +276 +10%
RWS
838
Resolute Wealth Strategies
Mississippi
$291K +$868 +8 +0.3%
GLLW
839
Graves Light Lenhart Wealth
Virginia
$291K – – –
MLFP
840
MPS Loria Financial Planners
Illinois
$291K +$651 +6 +0.2%
PFGIA
841
Patriot Financial Group Insurance Agency
Massachusetts
$290K -$26.9K -248 -8%
BWP
842
Balboa Wealth Partners
Arizona
$290K +$868 +8 +0.3%
PBK
843
Peoples Bank (Kansas)
Kansas
$289K -$463K -4,270 -59%
OCM
844
One Capital Management
California
$289K +$317K +2,924 New
ASBI
845
American State Bank (Iowa)
Iowa
$288K – – –
BWM
846
BCS Wealth Management
Tennessee
$283K +$217 +2 +0.1%
ACM
847
Arlington Capital Management
Illinois
$283K +$33.4K +308 +12%
DDC
848
DF Dent & Co
Maryland
$283K – – –
LGG
849
Luts & Greenleigh Group
Maryland
$283K – – –
TC
850
Truvestments Capital
Florida
$280K +$13.2K +122 +4%
32 33
34
35 36