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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
401
Fiduciary Group
Georgia
$413K -$26.4K -373 -6%
AWM
402
AE Wealth Management
Kansas
$404K -$17.2K -243 -4%
SAM
403
Sequent Asset Management
Texas
$403K -$52.4K -740 -11%
ACM
404
Allred Capital Management
Texas
$403K +$444K +6,266 New
BAAM
405
Baker Avenue Asset Management
California
$401K -$12K -170 -3%
LFAS
406
Level Four Advisory Services
Texas
$399K -$41.3K -583 -9%
VR
407
Viridian RIA
Washington
$398K -$617K -8,700 -58%
FANJ
408
Financial Architects (New Jersey)
New Jersey
$395K +$71 +1 +0%
DI
409
Diligent Investors
California
$393K – – –
SC
410
SouthState Corp
Florida
$393K +$433K +6,104 New
AFS
411
Access Financial Services
Minnesota
$390K -$21.6K -305 -5%
KWM
412
Kingsview Wealth Management
Oregon
$382K -$20.6K -291 -5%
PCM
413
Parsons Capital Management
Rhode Island
$382K -$11.6K -163 -3%
BMC
414
Beaton Management Company
Massachusetts
$380K -$53.1K -750 -11%
GT
415
Greenleaf Trust
Michigan
$380K -$18.7K -264 -4%
KCM
416
Kanawha Capital Management
Virginia
$375K +$70.9K +1,000 +21%
UFF
417
USA Financial Formulas
Michigan
$371K -$76.4K -1,078 -19%
BAM
418
Belpointe Asset Management
Nevada
$359K -$326K -4,607 -45%
PSUF
419
People's United Financial
Connecticut
$359K -$26.6K -376 -6%
SBL
420
Sargent Bickham Lagudis
Colorado
$359K – – –
TAIM
421
TD Ameritrade Investment Management
Nebraska
$353K +$372K +5,249 +2,272%
BCA
422
Bray Capital Advisors
Florida
$352K -$1.48M -20,915 -79%
FCAG
423
First Capital Advisors Group
New Jersey
$349K -$365K -5,147 -49%
VFA
424
Valeo Financial Advisors
Indiana
$349K -$142K -2,007 -27%
OMC
425
Overbrook Management Corp
New York
$349K -$79.2K -1,118 -17%
15 16
17
18 19