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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
426
Evercore Wealth Management
New York
$190K -$180K -2,980 -49%
SBL
427
Sargent Bickham Lagudis
Colorado
$189K +$130K +2,166 +250%
SFM
428
Signet Financial Management
New Jersey
$185K +$179K +2,977 New
OC
429
Oakworth Capital
Alabama
$184K – – –
VIA
430
Vantage Investment Advisors
Pennsylvania
$174K – – –
JCM
431
Jacobi Capital Management
Pennsylvania
$174K +$36K +597 +28%
EF
432
Empirical Finance
Pennsylvania
$159K +$154K +2,550 New
RFA
433
Reilly Financial Advisors
California
$153K – – –
PG
434
Patten Group
Tennessee
$147K -$22.9K -380 -14%
MA
435
MUFG Americas
New York
$144K -$2.59K -43 -2%
CTC
436
Central Trust Company
Missouri
$132K +$6.02K +100 +5%
AA
437
Ancora Advisors
Ohio
$122K +$118K +1,955 New
WIM
438
Westside Investment Management
California
$113K +$108K +1,793 New
FI
439
FCM Investments
Texas
$112K +$108K +1,800 New
CTB
440
Country Trust Bank
Illinois
$95K +$4.16K +69 +5%
SFG
441
SevenBridge Financial Group
Pennsylvania
$86K – – –
WAM
442
Wealthspire Advisors (Maryland)
Maryland
$84K +$74.7K +1,240 +1,127%
ZB
443
Zions Bancorporation
Utah
$81K – – –
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$81K +$76.8K +1,274 New
CPA
445
Clear Perspective Advisors
Illinois
$81K +$78.3K +1,300 New
WOC
446
West Oak Capital
California
$80.3K – – –
DADC
447
D.A. Davidson & Co
Montana
$80K +$68.4K +1,136 +752%
GRP
448
Global Retirement Partners
California
$73K +$70.4K +1,169 New
MCM
449
Manchester Capital Management
Vermont
$71K – – –
KHLMVGHM
450
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$65K – – –
16 17
18
19 20