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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1026
Phillips Financial Management
Indiana
$213K +$114K +998 +128%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$213K +$154K +1,344 +310%
CAM
1028
Congress Asset Management
Massachusetts
$213K +$203K +1,776 New
SWM
1029
SilverOak Wealth Management
Minnesota
$213K -$50.8K -444 -20%
FDCDDQ
1030
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K – – –
SS
1031
SBI Securities
Japan
$212K -$1.14K -10 -0.6%
FWI
1032
Facet Wealth Inc
Maryland
$212K +$202K +1,766 New
WC
1033
Whitney & Co
New York
$211K +$202K +1,764 New
PFM
1034
Peak Financial Management
Massachusetts
$211K -$22.9K -200 -10%
PAM
1035
Peak Asset Management
Colorado
$211K +$201K +1,760 New
SIAG
1036
Safeguard Investment Advisory Group
California
$210K +$201K +1,754 New
CA
1037
Crewe Advisors
Utah
$208K +$36.2K +316 +22%
ZIC
1038
ZWJ Investment Counsel
Georgia
$208K -$31.4K -274 -14%
SIC
1039
Sigma Investment Counselors
Michigan
$207K +$198K +1,730 New
BA
1040
Bridgewater Advisors
New York
$207K +$201K +1,756 New
HWA
1041
HCR Wealth Advisors
California
$206K +$197K +1,724 New
SC
1042
Solstein Capital
California
$206K – – –
BAMG
1043
Brand Asset Management Group
Missouri
$206K +$197K +1,720 New
WA
1044
Westfuller Advisors
New York
$205K +$196K +1,714 New
WIP
1045
WealthCare Investment Partners
Rhode Island
$202K +$192K +1,678 New
XF
1046
XML Financial
Maryland
$202K +$192K +1,682 New
BWM
1047
BCS Wealth Management
Tennessee
$202K +$192K +1,682 New
HBW
1048
Hazlett, Burt & Watson
West Virginia
$201K -$10.3K -90 -5%
AA
1049
Armis Advisers
Georgia
$201K +$190K +1,660 New
RFP
1050
Root Financial Partners
California
$201K +$192K +1,676 New
40 41
42
43 44