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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
526
Encompass More Asset Management
California
$1.01M -$704K -5,983 -43%
APF
527
Alaska Permanent Fund
Alaska
$1.01M – – –
BFS
528
Bradley Foster & Sargent
Connecticut
$1M – – –
WT
529
Whittier Trust
California
$1M +$57.9K +492 +7%
FFN
530
Focus Financial Network
Minnesota
$997K -$460K -3,906 -32%
OW
531
Olistico Wealth
Oklahoma
$994K +$4.94K +42 +0.5%
TAM
532
Tocqueville Asset Management
New York
$994K – – –
RWA
533
Roberts Wealth Advisors
California
$986K +$951K +8,080 New
CICI
534
Capital Investment Counsel Inc
North Carolina
$981K -$50K -425 -5%
RFS
535
Richardson Financial Services
Massachusetts
$964K +$901K +7,654 New
EWA
536
Exencial Wealth Advisors
Oklahoma
$961K +$2.24K +19 +0.2%
WI
537
Wintrust Investments
Illinois
$959K +$28.4K +241 +3%
GJIA
538
Glass Jacobson Investment Advisors
Maryland
$958K +$50.5K +429 +6%
BCP
539
Blue Chip Partners
Michigan
$955K -$289K -2,454 -24%
BCM
540
Brookstone Capital Management
Illinois
$939K +$289K +2,459 +49%
GM
541
GeoWealth Management
Illinois
$935K -$9.02M -76,682 -91%
AF
542
Arrow Financial
New York
$934K – – –
RIA
543
Regal Investment Advisors
Michigan
$929K +$471K +4,004 +119%
VCP
544
Verus Capital Partners
Arizona
$916K -$333K -2,829 -28%
SSWM
545
Smith Salley Wealth Management
North Carolina
$914K -$5.53K -47 -0.6%
SIGI
546
Susquehanna International Group (Ireland)
Ireland
$910K +$850K +7,226 New
FI
547
Financial Insights
Washington
$901K – – –
HFRG
548
Houlihan Financial Resource Group
Virginia
$899K +$118 +1 +0%
PTC
549
Private Trust Company
Ohio
$898K +$165K +1,405 +25%
WEG
550
World Equity Group
Illinois
$896K -$18K -153 -2%
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