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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
926
Chicago Partners Investment Group
Illinois
$318K -$16.6K -140 -5%
BWP
927
Balboa Wealth Partners
Arizona
$318K -$29.9K -252 -9%
FVWA
928
Foster Victor Wealth Advisors
South Carolina
$317K – – –
MWA
929
Midland Wealth Advisors
Illinois
$316K – – –
MHC
930
May Hill Capital
Massachusetts
$316K +$314K +2,649 New
IWA
931
Icon Wealth Advisors
Texas
$315K -$16.8K -142 -5%
LIA
932
LBMC Investment Advisors
Tennessee
$315K -$11.6K -98 -4%
BP
933
Broadleaf Partners
Ohio
$314K – – –
MWM
934
Modera Wealth Management
New Jersey
$314K -$38.7K -326 -11%
CRC
935
Curi RMB Capital
Illinois
$313K +$98.3K +829 +46%
MWM
936
Mission Wealth Management
California
$313K -$10.6K -89 -3%
PWP
937
Private Wealth Partners
California
$311K -$107K -902 -26%
TFA
938
Teamwork Financial Advisors
Texas
$311K +$309K +2,605 New
BAM
939
BTS Asset Management
Massachusetts
$311K +$311K +2,623 New
LFASL
940
Lugano Financial Advisors SA (LFA)
Switzerland
$310K – – –
SWMG
941
Stillwater Wealth Management Group
Florida
$310K – – –
ACM
942
AlphaStar Capital Management
North Carolina
$308K +$39.8K +336 +15%
PMFA
943
Plante Moran Financial Advisors
Michigan
$307K +$23.2K +196 +8%
SAM
944
Silvercrest Asset Management
New York
$306K +$15.7K +132 +5%
SC
945
Sierra Capital
Florida
$306K – – –
AFG
946
Albion Financial Group
Utah
$306K – – –
PGWM
947
Parisi Gray Wealth Management
New Jersey
$306K +$711 +6 +0.2%
DI
948
Diligent Investors
California
$305K -$2.37K -20 -0.8%
ECA
949
Elevated Capital Advisors
Utah
$304K -$9.96K -84 -3%
GI
950
Gradient Investments
Minnesota
$304K +$50.2K +423 +20%
36 37
38
39 40