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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
526
Exencial Wealth Advisors
Oklahoma
$729K +$138K +1,359 +24%
CA
527
CoreCap Advisors
Michigan
$729K +$260K +2,562 +57%
GWM
528
Geneos Wealth Management
Colorado
$728K +$531K +5,223 +282%
RFWA
529
RPg Family Wealth Advisory
Massachusetts
$716K +$688K +6,769 +3,740%
EWM
530
EPG Wealth Management
Georgia
$714K +$51.4K +506 +8%
DI
531
Diligent Investors
California
$710K -$31.1K -306 -4%
FA
532
Fagan Associates
New York
$707K -$1.93K -19 -0.3%
KCM
533
Kanawha Capital Management
Virginia
$705K +$3.45K +34 +0.5%
CASB
534
Cape Ann Savings Bank
Massachusetts
$704K -$20.5K -202 -3%
BFS
535
Bradley Foster & Sargent
Connecticut
$698K +$109K +1,076 +19%
HSA
536
HBK Sorce Advisory
Pennsylvania
$698K +$231K +2,271 +50%
TI
537
tru Independence
Oregon
$697K -$45.6K -449 -6%
PWM
538
Prentice Wealth Management
New York
$697K +$14.5K +143 +2%
NFSG
539
Newbridge Financial Services Group
Florida
$694K -$232K -2,286 -25%
MAM
540
MMA Asset Management
Pennsylvania
$694K -$3.56K -35 -0.5%
DCM
541
Donaldson Capital Management
Indiana
$689K -$49.4K -486 -7%
DC
542
Davenport & Co
Virginia
$688K -$3.92M -38,608 -85%
MFG
543
Merit Financial Group
Georgia
$686K +$676K +6,658 New
SC
544
Solstein Capital
California
$680K -$42.4K -417 -6%
MCM
545
Magnolia Capital Management
New York
$678K – – –
SWM
546
SeaCrest Wealth Management
New York
$678K +$1.42K +14 +0.2%
GM
547
GeoWealth Management
Illinois
$677K -$3.26M -32,072 -83%
LA
548
Lynch & Associates
Indiana
$677K -$2.54K -25 -0.4%
RZH
549
Relyea Zuckerberg Hanson
Connecticut
$674K -$200K -1,967 -23%
LNB
550
Ledyard National Bank
$674K -$17.6K -173 -3%
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