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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
KL
1051
KilterHowling LLC
Colorado
$200K +$191K +1,670 New
VWM
1052
Valley Wealth Managers
New Jersey
$194K – – –
MWM
1053
MGB Wealth Management
Texas
$188K – – –
NS
1054
NBC Securities
Alabama
$186K +$64.8K +566 +57%
OIA
1055
Optimum Investment Advisors
Illinois
$168K – – –
LBC
1056
Lowe Brockenbrough & Co
Virginia
$166K +$687 +6 +0.4%
AT
1057
Avalon Trust
New Mexico
$163K +$156K +1,362 New
AWM
1058
Angeles Wealth Management
California
$159K – – –
KFI
1059
Key Financial Inc
Pennsylvania
$159K – – –
YDMI
1060
Y.D. More Investments
Israel
$158K -$80.1K -700 -35%
OHWP
1061
Oak Harbor Wealth Partners
North Carolina
$157K +$4.58K +40 +3%
NRG
1062
Nemes Rush Group
Michigan
$154K +$12.8K +112 +10%
WSC
1063
Wellington Shields & Co
New York
$153K +$146K +1,280 New
FCAS
1064
First Command Advisory Services
Texas
$151K +$84.2K +736 +141%
QWM
1065
Quaker Wealth Management
New Jersey
$150K – – –
DCM
1066
Davis Capital Management
Florida
$147K +$141K +1,230 New
SPF
1067
South Plains Financial
Texas
$146K – – –
VNA
1068
Valley National Advisers
Pennsylvania
$138K -$2.98K -26 -2%
APW
1069
Atlantic Private Wealth
North Carolina
$138K – – –
CWP
1070
Concord Wealth Partners
Virginia
$137K – – –
AW
1071
Avion Wealth
Texas
$136K – – –
BC
1072
Barrett & Company
Rhode Island
$135K +$229 +2 +0.2%
RMC
1073
Resources Management Corp
Connecticut
$133K -$4.58K -40 -3%
BCV
1074
Banque Cantonale Vaudoise
Switzerland
$133K -$1.14K -10 -0.9%
FMII
1075
Farmers & Merchants Investments Inc
Nebraska
$128K -$45.8K -400 -27%
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43
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