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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
NVCHI
451
New Vernon Capital Holdings II
New Jersey
$204K +$203K +3,134 New
BWM
452
BerganKDV Wealth Management
Minnesota
$203K -$95.9K -1,484 -32%
GRP
453
Global Retirement Partners
California
$199K +$122K +1,894 +162%
SBL
454
Sargent Bickham Lagudis
Colorado
$197K – – –
OC
455
Oakworth Capital
Alabama
$193K – – –
EWM
456
Evercore Wealth Management
New York
$188K -$10.3K -160 -5%
VIA
457
Vantage Investment Advisors
Pennsylvania
$182K – – –
RFA
458
Reilly Financial Advisors
California
$174K +$13.6K +210 +9%
ABFS
459
Appropriate Balance Financial Services
Washington
$158K +$665K +10,284 New
CG
460
Cutler Group
California
$149K -$1.37M -21,200 -90%
MA
461
MUFG Americas
New York
$147K -$4.2K -65 -3%
MMG
462
Monetary Management Group
Missouri
$143K +$132K +2,040 +1,275%
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$124K -$1.1M -17,000 -90%
WIM
464
Westside Investment Management
California
$116K – – –
PG
465
Patten Group
Tennessee
$115K -$32.3K -500 -22%
CTC
466
Central Trust Company
Missouri
$112K -$26.5K -410 -19%
CCMW
467
Cypress Capital Management (Wyoming)
Wyoming
$103K +$24.6K +380 +32%
CFN
468
Cordasco Financial Network
Florida
$98K +$32.3K +500 +50%
KHLMVGHM
469
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$95K +$26.8K +415 +40%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$11.8K +182 +14%
CPA
471
Clear Perspective Advisors
Illinois
$91K +$6.46K +100 +8%
FPS
472
Fieldpoint Private Securities
Connecticut
$88K +$87.2K +1,350 New
ZB
473
Zions Bancorporation
Utah
$85K – – –
WOC
474
West Oak Capital
California
$83.9K – – –
CTB
475
Country Trust Bank
Illinois
$76K -$23.1K -357 -23%
17 18
19
20 21