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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
NRI
1026
NFP Retirement Inc
California
$215K +$214K +1,832 New
AO
1027
Advisor OS
Illinois
$215K -$517K -4,425 -71%
IBOK
1028
Independence Bank of Kentucky
Kentucky
$214K -$5.25K -45 -2%
SAM
1029
Seelaus Asset Management
New Jersey
$213K +$212K +1,820 New
SDAM
1030
Shulman DeMeo Asset Management
New York
$213K +$212K +1,817 New
UFF
1031
USA Financial Formulas
Michigan
$213K -$8.64K -74 -4%
FWA
1032
Flagship Wealth Advisors
Massachusetts
$213K +$151K +1,295 +249%
E
1033
Entelevest
Florida
$213K +$212K +1,815 New
BWP
1034
Burling Wealth Partners
Illinois
$213K +$212K +1,814 New
FWA
1035
FSM Wealth Advisors
Ohio
$213K +$212K +1,814 New
TFCP
1036
Twin Focus Capital Partners
Massachusetts
$212K +$211K +1,810 New
MWM
1037
Mindset Wealth Management
Indiana
$212K +$211K +1,808 New
PWP
1038
Precedent Wealth Partners
Texas
$212K +$211K +1,808 New
WIP
1039
WealthCare Investment Partners
Rhode Island
$212K +$211K +1,806 New
MSS
1040
Mitchell Sinkler & Starr
Pennsylvania
$211K +$210K +1,800 New
EWM
1041
Elmwood Wealth Management
California
$210K -$19.1K -164 -8%
GWP
1042
Gateway Wealth Partners
Wisconsin
$210K -$210K -1,798 -50%
APFP
1043
Action Point Financial Planning
Michigan
$209K +$202K +1,733 New
CT
1044
Caldwell Trust
Florida
$209K +$8.87K +76 +4%
MG
1045
Marex Group
$209K +$208K +1,784 New
T
1046
Tableaux
Massachusetts
$209K +$208K +1,782 New
JWA
1047
JFS Wealth Advisors
Pennsylvania
$209K – – –
PFM
1048
Phillips Financial Management
Indiana
$209K – – –
TWC
1049
TD Waterhouse Canada
Ontario, Canada
$209K +$21.9K +188 +12%
SWM
1050
SilverOak Wealth Management
Minnesota
$208K +$207K +1,774 New
40 41
42
43 44