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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
451
BerganKDV Wealth Management
Minnesota
$218K +$5.34K +80 +3%
PA
452
Pinnacle Associates
New York
$215K -$98.3K -1,473 -32%
BBPWM
453
Blue Bell Private Wealth Management
Pennsylvania
$213K – – –
RWA
454
River Wealth Advisors
Pennsylvania
$212K -$4.67K -70 -2%
B
455
Bailard
California
$208K -$5.21K -78 -2%
MCM
456
Maryland Capital Management
Maryland
$204K +$200K +3,000 New
WI
457
WBI Investments
New Jersey
$203K +$199K +2,980 New
TFF
458
The Family Firm
Maryland
$202K +$197K +2,959 New
OC
459
Oakworth Capital
Alabama
$201K – – –
KCM
460
Karp Capital Management
California
$200K +$196K +2,933 New
EWM
461
Evercore Wealth Management
New York
$197K – – –
SFSIG
462
San Francisco Sentry Investment Group
California
$195K +$191K +2,859 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$170K -$49.7K -745 -23%
RFA
464
Reilly Financial Advisors
California
$165K -$16.8K -252 -9%
ABFS
465
Appropriate Balance Financial Services
Washington
$159K +$34.6K +518 +5%
USGIU
466
U.S. Global Investors (USGI)
Texas
$157K +$154K +2,300 New
MMG
467
Monetary Management Group
Missouri
$150K – – –
PMFA
468
Plante Moran Financial Advisors
Michigan
$143K +$71.3K +1,069 +103%
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$35.9K +538 +37%
CFN
470
Cordasco Financial Network
Florida
$136K +$33.4K +500 +33%
WIM
471
Westside Investment Management
California
$123K – – –
WB
472
Webster Bank
Connecticut
$119K -$563K -8,435 -83%
WG
473
Welch Group
Alabama
$118K +$116K +1,731 New
CTC
474
Central Trust Company
Missouri
$116K -$667 -10 -0.6%
MA
475
MUFG Americas
New York
$109K -$43.4K -651 -29%
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