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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
951
Compass Financial Management
Florida
$256K +$254K +2,173 New
VA
952
Vident Advisory
Georgia
$256K +$7.24K +62 +3%
TCOV
953
Trust Company of Vermont
Vermont
$256K +$254K +2,180 New
IIA
954
IPG Investment Advisors
California
$256K +$254K +2,180 New
CRC
955
Curi RMB Capital
Illinois
$255K -$24.5K -210 -9%
ANBT
956
American National Bank & Trust
Texas
$254K -$18.2K -156 -7%
KFS
957
Kaizen Financial Strategies
California
$254K +$233 +2 +0.1%
SFG
958
Sather Financial Group
Texas
$253K +$252K +2,161 New
CWS
959
Confluence Wealth Services
Pennsylvania
$253K +$233 +2 +0.1%
PCA
960
Prosperity Capital Advisors
Ohio
$253K -$1.73M -14,785 -87%
EM
961
ELCO Management
New York
$252K – – –
GFP
962
Gryphon Financial Partners
Ohio
$252K – – –
SIM
963
Sterling Investment Management
Arizona
$252K -$27.9K -239 -10%
TFA
964
Teamwork Financial Advisors
Texas
$251K -$109K -933 -30%
MAM
965
MWA Asset Management
Massachusetts
$251K -$14.6K -125 -6%
BWM
966
Briggs Wealth Management
Connecticut
$251K – – –
CWM
967
Cornerstone Wealth Management
Missouri
$250K +$233 +2 +0.1%
LWM
968
Lodestone Wealth Management
Washington
$250K +$25.1K +215 +11%
AIM
969
Acropolis Investment Management
Missouri
$249K +$350 +3 +0.1%
KCFA
970
Key Client Fiduciary Advisors
New Jersey
$249K +$233 +2 +0.1%
SC
971
SouthState Corp
Florida
$248K -$68.5K -587 -22%
AAS
972
Annex Advisory Services
Wisconsin
$248K +$117 +1 +0%
ZIM
973
Zacks Investment Management
Illinois
$247K -$89.5K -767 -27%
SAM
974
Smartleaf Asset Management
Massachusetts
$247K – – –
MW
975
Members Wealth
Pennsylvania
$245K -$934 -8 -0.4%
37 38
39
40 41