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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
851
Horizon Wealth Management
Illinois
$297K -$32.1K -314 -10%
TC
852
Truvestments Capital
Florida
$296K -$11.2K -110 -4%
MWM
853
Mission Wealth Management
California
$294K +$17K +166 +7%
BWP
854
Balboa Wealth Partners
Arizona
$294K -$23.3K -228 -8%
CS
855
Capital Square
Tennessee
$294K +$35.6K +348 +15%
AT
856
Arlington Trust
Alabama
$292K – – –
MWM
857
Modern Wealth Management
Kansas
$291K +$24.3K +238 +10%
AFG
858
Atomi Financial Group
New York
$291K -$117K -1,146 -30%
PWMA
859
Pension & Wealth Management Advisors
Massachusetts
$290K – – –
CB
860
Centennial Bank
Arkansas
$289K +$224K +2,188 +462%
UAG
861
United Advisor Group
Ohio
$288K -$296K -2,890 -52%
BTI
862
Blue Trust Inc
Georgia
$288K +$222K +2,172 +454%
MWA
863
Midland Wealth Advisors
Illinois
$288K – – –
SG
864
Stanich Group
New York
$288K – – –
HFS
865
Hopwood Financial Services
Virginia
$287K – – –
BP
866
Broadleaf Partners
Ohio
$286K – – –
SCM
867
Sebold Capital Management
Illinois
$286K +$31.7K +310 +13%
DI
868
Diligent Investors
California
$284K – – –
FVWA
869
Foster Victor Wealth Advisors
South Carolina
$284K +$32.9K +322 +14%
LFASL
870
Lugano Financial Advisors SA (LFA)
Switzerland
$283K – – –
HWMG
871
Hurlow Wealth Management Group
Indiana
$281K – – –
KW
872
KWB Wealth
California
$281K -$154K -1,508 -35%
CWM
873
CMH Wealth Management
New Hampshire
$280K +$264K +2,580 New
TI
874
Tidal Investments
Wisconsin
$280K +$13.1K +128 +5%
GLA
875
Great Lakes Advisors
Illinois
$279K -$75.5K -738 -22%
33 34
35
36 37