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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Aries Wealth Management
Maine
$341K -$2.92K -25 -0.9%
UAG
852
United Advisor Group
Ohio
$340K +$233 +2 +0.1%
FWI
853
Facet Wealth Inc
Maryland
$340K +$64.2K +550 +23%
NGA
854
Naples Global Advisors
Florida
$337K +$76K +651 +29%
LA
855
Latitude Advisors
Florida
$336K +$10.4K +89 +3%
LGG
856
Luts & Greenleigh Group
Maryland
$336K – – –
LFP
857
Leeward Financial Partners
Washington
$335K – – –
FGA
858
Fortis Group Advisors
New Jersey
$334K +$12.1K +104 +4%
IAA
859
Independent Advisor Alliance
North Carolina
$334K -$4.86M -41,649 -94%
PGFG
860
Pine Grove Financial Group
Minnesota
$333K +$36.4K +312 +12%
SPWM
861
Straight Path Wealth Management
Michigan
$333K +$69.5K +595 +27%
BTI
862
Blue Trust Inc
Georgia
$329K -$41.8K -358 -11%
DP
863
Dearborn Partners
Illinois
$328K – – –
SFB
864
STAR Financial Bank
Indiana
$327K – – –
VFA
865
Voya Financial Advisors
Connecticut
$327K +$40.4K +346 +14%
HSA
866
HBK Sorce Advisory
Pennsylvania
$324K +$13.4K +115 +4%
HW
867
HORAN Wealth
Ohio
$323K +$60.3K +517 +23%
TAM
868
Tucker Asset Management
Colorado
$323K +$16.5K +141 +5%
TC
869
Truvestments Capital
Florida
$322K +$467 +4 +0.1%
HWM
870
Horizon Wealth Management
Illinois
$320K – – –
RWA
871
River Wealth Advisors
Pennsylvania
$320K -$5.84K -50 -2%
BWP
872
Balboa Wealth Partners
Arizona
$318K -$41.7K -357 -12%
PUI
873
Purpose Unlimited Inc
$318K +$315K +2,695 +19,250%
OCM
874
One Capital Management
California
$318K – – –
AWM
875
Apollon Wealth Management
South Carolina
$317K -$186K -1,596 -37%
33 34
35
36 37