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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
901
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$182 +2 +1%
CPC
902
Consolidated Planning Corp
Georgia
$21K +$21.4K +236 New
TWA
903
TCI Wealth Advisors
Arizona
$20K +$20K +220 New
FRA
904
Front Row Advisors
California
$19K – – –
ARIS
905
Advanced Research Investment Solutions
California
$18.1K +$18.4K +202 New
SIM
906
Sonora Investment Management
Arizona
$18K +$18.2K +200 New
BL
907
Balentine LLC
Georgia
$17K – – –
TVWM
908
Tower View Wealth Management
Wisconsin
$17K +$17.3K +190 New
CFFP
909
Center for Financial Planning
Michigan
$16K – – –
M
910
MOTCO
Texas
$16K – – –
MAM
911
Meeder Asset Management
Ohio
$16K +$1.45K +16 +10%
AWM
912
Accel Wealth Management
Iowa
$15K – – –
LWA
913
Lowe Wealth Advisors
Maryland
$15K – – –
AF
914
Affiance Financial
Minnesota
$14K – – –
BC
915
Barnett & Company
Tennessee
$13K -$54.5K -600 -80%
HFA
916
HC Financial Advisors
California
$13K – – –
HI
917
Hudock Inc
Pennsylvania
$13K – – –
JWM
918
Janiczek Wealth Management
Colorado
$13K – – –
TA
919
Tectonic Advisors
Texas
$12K -$87.6K -964 -88%
TIM
920
Tortoise Investment Management
New York
$12K – – –
HR
921
Howe & Rusling
New York
$12K +$11.8K +130 New
HWA
922
Heritage Wealth Advisors
Virginia
$10.8K – – –
CWA
923
Clearview Wealth Advisors
Oregon
$10K – – –
GI
924
Gradient Investments
Minnesota
$10K – – –
APWA
925
Atlas Private Wealth Advisors
New Jersey
$9K -$5.27K -58 -37%
35 36
37
38 39