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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
476
Merriman Wealth Management
Washington
$201K +$194K +2,825 New
SCM
477
Stellar Capital Management
Arizona
$200K +$194K +2,817 New
PFGIA
478
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$46.8K +681 +34%
AGA
479
Accuvest Global Advisors
Utah
$190K +$184K +2,681 New
EWM
480
Evercore Wealth Management
New York
$181K -$24.1K -350 -12%
RFA
481
Reilly Financial Advisors
California
$175K +$2.68K +39 +2%
KHLMVGHM
482
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$174K +$68.8K +1,000 +69%
ABFS
483
Appropriate Balance Financial Services
Washington
$165K +$62.5K +909 +8%
MA
484
MUFG Americas
New York
$164K +$48.1K +700 +44%
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$160K -$16.9K -245 -10%
MMG
486
Monetary Management Group
Missouri
$156K – – –
FPS
487
Fieldpoint Private Securities
Connecticut
$152K +$147K +2,135 New
CFN
488
Cordasco Financial Network
Florida
$142K – – –
WIM
489
Westside Investment Management
California
$129K – – –
PCM
490
Prelude Capital Management
New York
$124K +$120K +1,749 New
PMFA
491
Plante Moran Financial Advisors
Michigan
$114K -$34.7K -504 -24%
CCMW
492
Cypress Capital Management (Wyoming)
Wyoming
$112K – – –
WOC
493
West Oak Capital
California
$107K – – –
CPA
494
Clear Perspective Advisors
Illinois
$99K – – –
DSC
495
Duncker Streett & Co
Missouri
$95K – – –
ZB
496
Zions Bancorporation
Utah
$92K – – –
CFA
497
Carroll Financial Associates
North Carolina
$84K -$2.75K -40 -3%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$80K +$77K +1,120 New
SFG
499
SevenBridge Financial Group
Pennsylvania
$79K – – –
JGIA
500
Jackson Grant Investment Advisers
Connecticut
$79K +$344 +5 +0.5%
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