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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1076
HM Payson & Co
Maine
$8.39K +$8.17K +92 New
NRC
1077
New Republic Capital
North Carolina
$8.21K +$8K +90 New
AI
1078
Arvest Investments
Arkansas
$8.03K – – –
EFP
1079
EnRich Financial Partners
Wisconsin
$8.03K – – –
CIAS
1080
CBIZ Investment Advisory Services
Ohio
$8.03K +$7.82K +88 New
WTA
1081
Washington Trust Advisors
Massachusetts
$7.84K – – –
CFO
1082
CVA Family Office
Colorado
$7.84K – – –
WWM
1083
Wolff Wiese Magana
California
$7.3K – – –
TWP
1084
Triad Wealth Partners
Kansas
$7.11K +$6.93K +78 New
CSWM
1085
Cassady Schiller Wealth Management
Ohio
$6.75K – – –
PFBT
1086
Parkside Financial Bank & Trust
Missouri
$6.57K – – –
PIS
1087
POM Investment Strategies
North Carolina
$6.38K +$6.22K +70 New
CMA
1088
Cedar Mountain Advisors
Oregon
$6.2K – – –
JWM
1089
Janiczek Wealth Management
Colorado
$6.17K – – –
BHWM
1090
Beaird Harris Wealth Management
Texas
$6.02K +$5.86K +66 New
CP
1091
Castleview Partners
Texas
$5.84K -$3.38K -38 -37%
AP
1092
Atwood & Palmer
Missouri
$5.84K +$5.69K +64 New
NMM
1093
Naples Money Management
Florida
$5.67K +$5.51K +62 New
GWS
1094
Glassman Wealth Services
Virginia
$5.65K -$4.97K -56 -47%
JPWM
1095
Jamison Private Wealth Management
Georgia
$5.47K – – –
GWANC
1096
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.13K -$33.8K -380 -87%
POIA
1097
Pin Oak Investment Advisors
Texas
$5K – – –
LCM
1098
Logan Capital Management
Pennsylvania
$4.96K – – –
EAM
1099
Eukles Asset Management
Ohio
$4.92K – – –
MIM
1100
MTM Investment Management
South Carolina
$4.56K -$9.6K -108 -68%
42 43
44
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