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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1026
Rockbridge Investment Management
New York
$37K +$12.4K +124 +52%
TSWM
1027
Tyler-Stone Wealth Management
Ohio
$37K +$35.7K +358 New
BFO
1028
Biltmore Family Office
North Carolina
$36K – – –
GAM
1029
Gemmer Asset Management
California
$36K – – –
SMA
1030
Sage Mountain Advisors
Georgia
$36K – – –
AWMS
1031
Advocacy Wealth Management Services
Georgia
$36K +$797 +8 +2%
ZB
1032
Zions Bancorporation
Utah
$35K -$25.5K -256 -43%
SC
1033
Steph & Co
Wisconsin
$35K – – –
WFA
1034
WestHill Financial Advisors
California
$34K – – –
GFPC
1035
Global Financial Private Client
Florida
$33.5K – – –
AA
1036
Ancora Advisors
Ohio
$33K – – –
OA
1037
Operose Advisors
Wisconsin
$33K +$32.1K +322 New
FP
1038
Financial Perspectives
Minnesota
$31.7K – – –
CWM
1039
Cranbrook Wealth Management
Michigan
$31K – – –
BWM
1040
Baystate Wealth Management
Massachusetts
$31K +$199 +2 +0.7%
HNWA
1041
Henrickson Nauta Wealth Advisors
Michigan
$31K +$33.7K +338 New
TA
1042
Tectonic Advisors
Texas
$30K +$15.9K +160 +119%
HIM
1043
HawsGoodwin Investment Management
Tennessee
$29K – – –
BAM
1044
Bellevue Asset Management
Washington
$28K – – –
DAC
1045
Dividend Assets Capital
South Carolina
$28K – – –
SWA
1046
SOA Wealth Advisors
New York
$28K – – –
ACK
1047
Andrew C. Karlinski
$28K +$27.1K +272 New
AAP
1048
Arax Advisory Partners
Colorado
$28K +$27.1K +272 New
LF
1049
Lee Financial
Texas
$27K +$26.3K +264 New
WAS
1050
Winch Advisory Services
Wisconsin
$26K +$199 +2 +0.8%
40 41
42
43 44