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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
526
KMG Fiduciary Partners
Ohio
$205K – – –
MIC
527
Means Investment Company
Maine
$203K +$192K +2,506 New
BWM
528
Brickley Wealth Management
California
$202K – – –
KWM
529
Kingsview Wealth Management
Oregon
$200K -$101K -1,318 -34%
APW
530
Acima Private Wealth
Virginia
$196K +$34.1K +445 +21%
FNBOSM
531
First National Bank of South Miami
Florida
$194K – – –
GSWM
532
Golden State Wealth Management
California
$194K – – –
EDRH
533
Edmond de Rothschild Holding
Switzerland
$193K -$3.07K -40 -2%
APC
534
Aspire Private Capital
North Carolina
$184K -$1.8M -23,462 -91%
BBPWM
535
Blue Bell Private Wealth Management
Pennsylvania
$181K -$7.67K -100 -4%
SF
536
Synovus Financial
Georgia
$176K +$14.7K +191 +9%
MA
537
MUFG Americas
New York
$171K – – –
RMC
538
Resources Management Corp
Connecticut
$165K +$163K +2,120 New
GWM
539
Geneos Wealth Management
Colorado
$162K -$21.5K -280 -12%
BEI
540
Benjamin Edwards Inc
Missouri
$159K +$20.5K +267 +15%
CPA
541
Capital Planning Advisors
California
$152K -$1.11M -14,427 -88%
KPCM
542
Kings Point Capital Management
New York
$150K +$14.5K +189 +11%
MMG
543
Monetary Management Group
Missouri
$147K – – –
FGAM
544
Financial Gravity Asset Management
Texas
$146K -$104K -1,354 -42%
CCMW
545
Cypress Capital Management (Wyoming)
Wyoming
$146K – – –
EIP
546
Ellis Investment Partners
Pennsylvania
$145K +$46.3K +604 +46%
FCB
547
First Command Bank
Texas
$144K -$38.3K -499 -21%
FCFS
548
First Command Financial Services
Texas
$144K -$38.3K -499 -21%
RIA
549
Realta Investment Advisors
Delaware
$141K -$4.99K -65 -3%
CTC
550
Central Trust Company
Missouri
$141K – – –
20 21
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