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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
501
Tocqueville Asset Management
New York
$874K -$65.1K -647 -7%
EAM
502
Evanson Asset Management
California
$872K – – –
HIM
503
Hanlon Investment Management
New Jersey
$870K +$163K +1,619 +25%
AI
504
Atom Investors
Texas
$861K +$808K +8,024 New
RFN
505
Redwood Financial Network
Ohio
$858K -$93.2K -926 -10%
FTA
506
Financial & Tax Architects
Missouri
$857K -$144K -1,433 -15%
APF
507
Alaska Permanent Fund
Alaska
$857K +$804K +7,985 New
DGAM
508
Desjardins Global Asset Management
Quebec, Canada
$856K +$803K +7,978 New
FAM
509
Family Asset Management
South Carolina
$851K +$520K +5,167 +187%
FSA
510
Financial Sense Advisors
California
$847K +$11.4K +113 +1%
PCIA
511
Prime Capital Investment Advisors
Kansas
$843K -$3.08M -30,589 -80%
OW
512
Olistico Wealth
Oklahoma
$839K -$6.04K -60 -0.8%
CRI
513
Colonial River Investments
Virginia
$839K -$396K -3,933 -33%
TNB
514
Thomasville National Bank
Georgia
$838K – – –
AFG
515
Atomi Financial Group
New York
$832K -$134K -1,332 -15%
CFGS
516
Concourse Financial Group Securities
Alabama
$818K +$344K +3,413 +81%
CWM
517
Collaborative Wealth Management
Florida
$814K -$40.3K -400 -5%
PA
518
Parallel Advisors
California
$811K -$15.8K -157 -2%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$810K -$232K -2,304 -23%
CCM
520
Ciovacco Capital Management
Georgia
$802K -$26.1K -259 -3%
SSWM
521
Smith Salley Wealth Management
North Carolina
$802K -$42.8K -425 -5%
PTC
522
Private Trust Company
Ohio
$799K +$83.1K +825 +12%
WI
523
Wintrust Investments
Illinois
$797K +$748K +7,428 New
BFS
524
Bradley Foster & Sargent
Connecticut
$795K – – –
VFA
525
Valeo Financial Advisors
Indiana
$792K -$285K -2,828 -28%
19 20
21
22 23