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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWS
826
Resolute Wealth Strategies
Mississippi
$355K +$687 +6 +0.2%
SFC
827
SYM Financial Corp
Indiana
$354K – – –
MWM
828
Modera Wealth Management
New Jersey
$354K -$7.78K -68 -2%
MLFP
829
MPS Loria Financial Planners
Illinois
$354K +$458 +4 +0.1%
CCM
830
Consolidated Capital Management
California
$353K -$8.01K -70 -2%
GLLW
831
Graves Light Lenhart Wealth
Virginia
$353K – – –
JJBC
832
James J. Burns & Company
New York
$353K – – –
VAG
833
VisionPoint Advisory Group
Texas
$353K +$337K +2,948 New
PWM
834
Penobscot Wealth Management
Maine
$352K -$70.7K -618 -17%
BTI
835
Blue Trust Inc
Georgia
$352K +$32.7K +286 +11%
AWM
836
Aries Wealth Management
Maine
$351K – – –
TFGT
837
TS Financial Group (TSFG)
Illinois
$350K +$1.37K +12 +0.4%
ASBI
838
American State Bank (Iowa)
Iowa
$349K – – –
BWP
839
Balboa Wealth Partners
Arizona
$349K +$23.8K +208 +8%
BJL
840
Brighton Jones LLC
Washington
$348K +$71.2K +622 +27%
AT
841
American Trust
Kentucky
$346K +$331K +2,890 New
CS
842
Capital Square
Tennessee
$345K +$25.6K +224 +8%
WAM
843
Worth Asset Management
Texas
$344K +$61.8K +540 +23%
LA
844
Latitude Advisors
Florida
$344K -$17.6K -154 -5%
DDC
845
DF Dent & Co
Maryland
$343K – – –
LGG
846
Luts & Greenleigh Group
Maryland
$343K – – –
SMC
847
Smith, Moore & Co
Missouri
$340K +$2.29K +20 +0.7%
OFO
848
OneAscent Family Office
Alabama
$339K +$65.9K +576 +26%
FTS
849
Fifth Third Securities
Ohio
$339K – – –
IWA
850
Icon Wealth Advisors
Texas
$333K – – –
32 33
34
35 36