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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
JJBC
901
James J. Burns & Company
New York
$285K -$38.8K -332 -11%
MWM
902
Modera Wealth Management
New Jersey
$284K -$2.81K -24 -0.9%
PWP
903
Private Wealth Partners
California
$284K – – –
LFASL
904
Lugano Financial Advisors SA (LFA)
Switzerland
$283K – – –
SWMG
905
Stillwater Wealth Management Group
Florida
$283K – – –
AFG
906
Atomi Financial Group
New York
$283K -$43.7K -374 -13%
MWM
907
Mission Wealth Management
California
$282K -$3.51K -30 -1%
ECM
908
ExodusPoint Capital Management
New York
$282K -$614K -5,255 -67%
ODIJL
909
One Day In July LLC
Vermont
$280K +$30.7K +263 +11%
AFG
910
Albion Financial Group
Utah
$279K – – –
SC
911
Sierra Capital
Florida
$279K – – –
DI
912
Diligent Investors
California
$278K – – –
ECA
913
Elevated Capital Advisors
Utah
$278K – – –
BBHC
914
Brown Brothers Harriman & Co
New York
$277K – – –
MFG
915
Midwest Financial Group
Kansas
$277K +$1.75K +15 +0.6%
CTFG
916
Capstone Triton Financial Group
Oklahoma
$276K +$282K +2,416 New
ASBI
917
American State Bank (Iowa)
Iowa
$275K -$45.5K -389 -13%
EW
918
Element Wealth
Mississippi
$273K – – –
SG
919
Stanich Group
New York
$271K – – –
PGWM
920
Parisi Gray Wealth Management
New Jersey
$271K -$9.12K -78 -3%
MAWA
921
Moss Adams Wealth Advisors
Washington
$268K – – –
WIA
922
Wetzel Investment Advisors
Indiana
$267K -$584 -5 -0.2%
HW
923
HORAN Wealth
Ohio
$267K – – –
WA
924
WP Advisors
California
$266K +$234 +2 +0.1%
JIP
925
Jaffetilchin Investment Partners
Florida
$266K +$22.1K +189 +8%
35 36
37
38 39