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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
901
Leeward Financial Partners
Washington
$341K -$28.7K -242 -8%
ZIM
902
Zacks Investment Management
Illinois
$340K +$83K +700 +33%
SPWM
903
Spartan Planning & Wealth Management
North Carolina
$340K -$27.3K -230 -7%
OFO
904
OneAscent Family Office
Alabama
$339K +$593 +5 +0.2%
BFPW
905
BOK Financial Private Wealth
Colorado
$338K +$237K +2,000 +240%
FMI
906
F/M Investments
District of Columbia
$337K +$37K +312 +12%
PCA
907
Prosperity Capital Advisors
Ohio
$337K -$243K -2,046 -42%
GAM
908
Griffin Asset Management
New York
$335K +$333K +2,806 New
GLA
909
Great Lakes Advisors
Illinois
$334K +$26.6K +224 +9%
CSC
910
Caldwell Sutter Capital
California
$331K – – –
AT
911
American Trust
Kentucky
$330K -$14.8K -125 -4%
IF
912
Ironwood Financial
Arizona
$328K -$14.9K -126 -5%
AG
913
Ascent Group
Virginia
$327K -$237K -1,996 -42%
TC
914
Truvestments Capital
Florida
$327K +$119 +1 +0%
HWM
915
Horizon Wealth Management
Illinois
$326K – – –
IC
916
Inscription Capital
Texas
$325K -$48.4K -408 -13%
AA
917
Armis Advisers
Georgia
$325K +$161K +1,355 +82%
LWL
918
Leo Wealth LLC
Texas
$322K +$320K +2,700 New
RIA
919
Rhodes Investment Advisors
Texas
$322K +$320K +2,700 New
NFG
920
Northbridge Financial Group
Florida
$322K +$320K +2,695 New
GEA
921
Glen Eagle Advisors
New Jersey
$322K -$124K -1,050 -28%
LOWM
922
Laurel Oak Wealth Management
New Jersey
$322K +$319K +2,694 New
DDC
923
DF Dent & Co
Maryland
$319K -$22.3K -188 -7%
PWMA
924
Pension & Wealth Management Advisors
Massachusetts
$319K – – –
TWA
925
Talisman Wealth Advisors
New Jersey
$318K -$60.6K -511 -16%
35 36
37
38 39