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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1026
Obermeyer Wealth Partners
Colorado
$239K – – –
IBOK
1027
Independence Bank of Kentucky
Kentucky
$238K -$17.2K -145 -7%
TBWA
1028
Three Bridge Wealth Advisors
California
$238K -$6.05K -51 -3%
RWB
1029
RMR Wealth Builders
New Jersey
$237K -$147K -1,240 -38%
PA
1030
Promethium Advisors
Maryland
$236K -$23.7K -200 -9%
BCA
1031
Bay Colony Advisors
Massachusetts
$236K +$237 +2 +0.1%
PFSC
1032
Peoples Financial Services Corp
Pennsylvania
$236K – – –
PCM
1033
Parsons Capital Management
Rhode Island
$236K -$37.9K -320 -14%
BSA
1034
Braun Stacey Associates
New York
$235K +$593 +5 +0.3%
FWI
1035
Facet Wealth Inc
Maryland
$234K +$18.7K +158 +9%
GWMR
1036
GC Wealth Management RIA
Massachusetts
$234K -$82.8K -698 -26%
MWAM
1037
Manhattan West Asset Management
California
$234K -$50.2K -423 -18%
KFAS
1038
Keating Financial Advisory Services
Kansas
$233K +$232K +1,953 New
MIM
1039
Marco Investment Management
Georgia
$233K – – –
BFC
1040
Bedel Financial Consulting
Indiana
$233K +$474 +4 +0.2%
NPT
1041
National Philanthropic Trust
Pennsylvania
$232K +$230K +1,940 New
VWM
1042
Vigilare Wealth Management
Arizona
$232K +$7.47K +63 +3%
PBK
1043
Peoples Bank (Kansas)
Kansas
$231K -$31.8K -268 -12%
BRPW
1044
Ballast Rock Private Wealth
South Carolina
$230K +$229K +1,930 New
ACM
1045
Avalon Capital Management
California
$230K +$711 +6 +0.3%
BPC
1046
Bearing Point Capital
Minnesota
$228K +$226K +1,910 New
WN
1047
Williams & Novak
California
$228K -$2.49K -21 -1%
CRWM
1048
Castle Rock Wealth Management
California
$227K +$2.02K +17 +0.9%
TP
1049
Tranquility Partners
Tennessee
$227K – – –
GFA
1050
Gallagher Fiduciary Advisors
Illinois
$226K +$224K +1,892 New
40 41
42
43 44