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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
576
Aveo Capital Partners
Colorado
$788K +$13.5K +115 +2%
EWM
577
EPG Wealth Management
Georgia
$787K +$38.2K +325 +5%
RPGK
578
Retirement Planning Group (Kansas)
Kansas
$783K +$34.8K +296 +5%
AWM
579
Apollon Wealth Management
South Carolina
$779K -$1.24M -10,573 -63%
ZF
580
Zega Financial
Florida
$778K +$727K +6,174 New
OWM
581
OneAscent Wealth Management
Alabama
$775K +$293K +2,487 +68%
KA
582
Kovack Advisors
Florida
$775K -$5.3K -45 -0.7%
SA
583
SpiderRock Advisors
Delaware
$771K +$744K +6,326 New
AWM
584
Activest Wealth Management
Florida
$771K +$346K +2,941 +93%
PCS
585
Personal CFO Solutions
New Jersey
$764K -$185K -1,573 -21%
SWM
586
SeaCrest Wealth Management
New York
$755K -$71.1K -604 -9%
HIM
587
Hanlon Investment Management
New Jersey
$753K -$38.4K -326 -5%
VCAM
588
Van Cleef Asset Management
Ohio
$753K – – –
GIM
589
Gold Investment Management
Alberta, Canada
$750K +$18.4K +156 +3%
MA
590
Montag & Associates
Georgia
$749K -$165K -1,404 -19%
FFA
591
Florida Financial Advisors
Florida
$745K +$183K +1,551 +36%
MCM
592
MV Capital Management
Maryland
$745K -$21.7K -184 -3%
JIR
593
James Investment Research
Ohio
$734K – – –
PWW
594
Pettyjohn Wood & White
Virginia
$733K +$28.2K +240 +4%
NFG
595
Nations Financial Group
Iowa
$733K -$120K -1,016 -15%
NRS
596
Neville Rodie & Shaw
New York
$731K +$106K +900 +18%
EGA
597
E&G Advisors
Texas
$730K +$130K +1,108 +24%
RJT
598
Raymond James Trust
Florida
$728K +$86.1K +732 +14%
AA
599
Addison Advisors
Vermont
$723K -$3.53K -30 -0.5%
GFPC
600
Global Financial Private Client
Florida
$722K – – –
22 23
24
25 26