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State Street Consumer Discretionary Select Sector SPDR ETF
XLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1101
Montag & Associates
Georgia
$75.2K +$31.3K +268 +64%
GBT
1102
Grove Bank & Trust
Florida
$74.8K – – –
CFG
1103
Clayton Financial Group
Missouri
$73.6K +$8.77K +75 +13%
GA
1104
GoalVest Advisory
New York
$72.8K -$38.6K -330 -33%
SWM
1105
SHP Wealth Management
Massachusetts
$71.9K +$9.12K +78 +13%
FFA
1106
Frazier Financial Advisors
Ohio
$70.1K – – –
RBC
1107
Roble Belko & Company
Pennsylvania
$70K – – –
MG
1108
Mather Group
Illinois
$69.1K +$74.1K +634 New
CAL
1109
Capital Advisors Ltd
Ohio
$67K – – –
WG
1110
Wellington Group
Indiana
$66.7K -$24.1K -206 -25%
AF
1111
Align Financial
Minnesota
$66.5K -$20.2M -173,251 -100%
PAI
1112
Pittenger & Anderson Inc
Nebraska
$65.4K -$2.34K -20 -3%
EDRH
1113
Edmond de Rothschild Holding
Switzerland
$65.4K – – –
HCM
1114
Hollencrest Capital Management
California
$65.4K – – –
TWIM
1115
TIAA Wealth Investment Management
New York
$64.5K +$70K +599 New
MTIC
1116
Missouri Trust & Investment Company
Missouri
$64.5K – – –
NF
1117
Napier Financial
Massachusetts
$63.9K +$68.5K +586 New
WBC
1118
West Branch Capital
Massachusetts
$63.5K -$19.3K -165 -22%
CPG
1119
Cornerstone Planning Group
New Jersey
$60.5K -$2.69K -23 -4%
MWA
1120
Medallion Wealth Advisors
Connecticut
$60.3K -$15.8K -135 -20%
SIM
1121
Synergy Investment Management
Florida
$59.1K +$63.3K +542 New
BFO
1122
Biltmore Family Office
North Carolina
$58.2K -$57K -488 -48%
PP
1123
Pacifica Partners
Canada
$58K – – –
AIA
1124
Aventus Investment Advisors
Florida
$57.5K – – –
TCM
1125
Triumph Capital Management
Colorado
$57.4K +$4.09K +35 +7%
43 44
45
46 47