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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
451
Parker Investment Management
California
$219K – – –
BWM
452
BerganKDV Wealth Management
Minnesota
$218K +$5.34K +80 +3%
PA
453
Pinnacle Associates
New York
$215K -$98.3K -1,473 -32%
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$213K – – –
RWA
455
River Wealth Advisors
Pennsylvania
$212K -$4.67K -70 -2%
B
456
Bailard
California
$208K -$5.21K -78 -2%
MCM
457
Maryland Capital Management
Maryland
$204K +$200K +3,000 New
WI
458
WBI Investments
New Jersey
$203K +$199K +2,980 New
TFF
459
The Family Firm
Maryland
$202K +$197K +2,959 New
OC
460
Oakworth Capital
Alabama
$201K – – –
KCM
461
Karp Capital Management
California
$200K +$196K +2,933 New
EWM
462
Evercore Wealth Management
New York
$197K – – –
SFSIG
463
San Francisco Sentry Investment Group
California
$195K +$191K +2,859 New
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$170K -$49.7K -745 -23%
RFA
465
Reilly Financial Advisors
California
$165K -$16.8K -252 -9%
ABFS
466
Appropriate Balance Financial Services
Washington
$159K +$34.6K +518 +5%
USGIU
467
U.S. Global Investors (USGI)
Texas
$157K +$154K +2,300 New
MMG
468
Monetary Management Group
Missouri
$150K – – –
PMFA
469
Plante Moran Financial Advisors
Michigan
$143K +$71.3K +1,069 +103%
PFGIA
470
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$35.9K +538 +37%
CFN
471
Cordasco Financial Network
Florida
$136K +$33.4K +500 +33%
WIM
472
Westside Investment Management
California
$123K – – –
WB
473
Webster Bank
Connecticut
$119K -$563K -8,435 -83%
WG
474
Welch Group
Alabama
$118K +$116K +1,731 New
CTC
475
Central Trust Company
Missouri
$116K -$667 -10 -0.6%
17 18
19
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