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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
526
Westside Investment Management
California
$142K – – –
APP
527
Avantax Planning Partners
Iowa
$139K +$136K +1,779 New
WOC
528
West Oak Capital
California
$139K – – –
SF
529
Synovus Financial
Georgia
$132K +$152 +2 +0.1%
MMG
530
Monetary Management Group
Missouri
$127K – – –
PFGIA
531
Patriot Financial Group Insurance Agency
Massachusetts
$127K +$35.1K +461 +40%
WAP
532
Wealthcare Advisory Partners
Pennsylvania
$118K -$19.7K -258 -15%
RMAM
533
Raab & Moskowitz Asset Management
New Jersey
$118K +$116K +1,520 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$113K – – –
NFG
535
Next Financial Group
Texas
$110K +$107K +1,409 New
MFW
536
Mosaic Family Wealth
Missouri
$104K -$527K -6,921 -83%
CAM
537
CenterStar Asset Management
Illinois
$101K – – –
PGWM
538
Parisi Gray Wealth Management
New Jersey
$98K – – –
BFC
539
Bedel Financial Consulting
Indiana
$94K – – –
SWP
540
Strategic Wealth Partners
Ohio
$90K +$7.39K +97 +9%
SFG
541
SevenBridge Financial Group
Pennsylvania
$87K – – –
ML
542
McAdam LLC
Pennsylvania
$87K +$83.4K +1,094 New
ZB
543
Zions Bancorporation
Utah
$86K +$84K +1,103 New
IP
544
Intellectus Partners
California
$84K -$16.4K -215 -17%
CTB
545
Country Trust Bank
Illinois
$84K +$9.68K +127 +13%
WB
546
Webster Bank
Connecticut
$77K – – –
1IA
547
1834 Investment Advisors
Wisconsin
$76K +$44.5K +584 +151%
CHP
548
Cable Hill Partners
Oregon
$75K – – –
BG
549
Bollard Group
Massachusetts
$72K +$305 +4 +0.4%
IFAM
550
Institutional & Family Asset Management
Colorado
$71K +$36.3K +476 +112%
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