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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
576
EPG Wealth Management
Georgia
$787K +$38.2K +325 +5%
RPGK
577
Retirement Planning Group (Kansas)
Kansas
$783K +$34.8K +296 +5%
AWM
578
Apollon Wealth Management
South Carolina
$779K -$1.24M -10,573 -63%
ZF
579
Zega Financial
Florida
$778K +$727K +6,174 New
OWM
580
OneAscent Wealth Management
Alabama
$775K +$293K +2,487 +68%
KA
581
Kovack Advisors
Florida
$775K -$5.3K -45 -0.7%
SA
582
SpiderRock Advisors
Delaware
$771K +$744K +6,326 New
AWM
583
Activest Wealth Management
Florida
$771K +$346K +2,941 +93%
PCS
584
Personal CFO Solutions
New Jersey
$764K -$185K -1,573 -21%
SWM
585
SeaCrest Wealth Management
New York
$755K -$71.1K -604 -9%
HIM
586
Hanlon Investment Management
New Jersey
$753K -$38.4K -326 -5%
VCAM
587
Van Cleef Asset Management
Ohio
$753K – – –
GIM
588
Gold Investment Management
Alberta, Canada
$750K +$18.4K +156 +3%
MA
589
Montag & Associates
Georgia
$749K -$165K -1,404 -19%
FFA
590
Florida Financial Advisors
Florida
$745K +$183K +1,551 +36%
MCM
591
MV Capital Management
Maryland
$745K -$21.7K -184 -3%
JIR
592
James Investment Research
Ohio
$734K – – –
PWW
593
Pettyjohn Wood & White
Virginia
$733K +$28.2K +240 +4%
NFG
594
Nations Financial Group
Iowa
$733K -$120K -1,016 -15%
NRS
595
Neville Rodie & Shaw
New York
$731K +$106K +900 +18%
EGA
596
E&G Advisors
Texas
$730K +$130K +1,108 +24%
RJT
597
Raymond James Trust
Florida
$728K +$86.1K +732 +14%
AA
598
Addison Advisors
Vermont
$723K -$3.53K -30 -0.5%
GFPC
599
Global Financial Private Client
Florida
$722K – – –
PAMG
600
Patton Albertson Miller Group
Tennessee
$721K – – –
22 23
24
25 26