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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
826
Bowman & Company
Wisconsin
$418K +$185K +1,558 +80%
TW
827
Tempo Wealth
Ohio
$415K +$412K +3,475 New
GIM
828
Goelzer Investment Management
Indiana
$412K -$52.1K -439 -11%
EWA
829
EverSource Wealth Advisors
Alabama
$410K +$156K +1,315 +62%
B
830
Bensler
Washington
$409K -$46.5K -392 -10%
SW
831
SkyOak Wealth
Michigan
$406K – – –
EPW
832
Endeavor Private Wealth
Kansas
$404K -$11.3K -95 -3%
CRA
833
Clear Retirement Advice
California
$403K +$397K +3,352 New
JPLA
834
Joseph P. Lucia & Associates
New York
$402K -$167K -1,411 -30%
AGP
835
Autumn Glory Partners
Texas
$400K -$11.5K -97 -3%
EHC
836
Everett Harris & Co
California
$400K – – –
SLWA
837
San Luis Wealth Advisors
California
$399K +$237 +2 +0.1%
CW
838
CrossGen Wealth
North Carolina
$398K +$395K +3,335 New
KFGK
839
Keystone Financial Group (Kentucky)
Kentucky
$396K +$12K +101 +3%
MWM
840
Mattern Wealth Management
Kansas
$396K – – –
BF
841
BOK Financial
Oklahoma
$395K -$6.88K -58 -2%
BFA
842
Beaumont Financial Advisors
Massachusetts
$393K +$115K +970 +42%
EWM
843
Empirical Wealth Management
Washington
$392K -$949 -8 -0.2%
SFB
844
STAR Financial Bank
Indiana
$390K – – –
HHGA
845
Halbert Hargrove Global Advisors
California
$390K +$711 +6 +0.2%
SHJ
846
Sharkey, Howes & Javer
Colorado
$389K – – –
COCM
847
Charter Oak Capital Management
New Hampshire
$389K – – –
IGGA
848
Iron Gate Global Advisors
Utah
$388K – – –
VWA
849
Visionary Wealth Advisors
Illinois
$388K -$5.57K -47 -1%
OW
850
Olistico Wealth
Oklahoma
$388K – – –
32 33
34
35 36