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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
601
Brickley Wealth Management
California
$212K – – –
AWA
602
Arete Wealth Advisors
Illinois
$210K +$206K +2,578 New
FNBOSM
603
First National Bank of South Miami
Florida
$208K – – –
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$208K +$77.8K +975 +62%
TAM
605
Tocqueville Asset Management
New York
$207K -$26.3K -330 -11%
MW
606
Marcum Wealth
Ohio
$207K +$203K +2,545 New
BBPWM
607
Blue Bell Private Wealth Management
Pennsylvania
$206K +$16K +200 +9%
WCM
608
Windham Capital Management
Massachusetts
$204K +$200K +2,500 New
BFO
609
Boston Family Office
Massachusetts
$203K -$31.5K -395 -14%
EDRH
610
Edmond de Rothschild Holding
Switzerland
$203K – – –
CS
611
Comerica Securities
Michigan
$203K +$199K +2,496 New
PPP
612
Private Portfolio Partners
New Jersey
$202K +$197K +2,473 New
HJMC
613
Hellman Jordan Management Company
Massachusetts
$201K +$197K +2,470 New
LWM
614
Loveless Wealth Management
Montana
$200K +$193K +2,415 New
CA
615
Clearstead Advisors
Ohio
$200K +$196K +2,450 New
RWA
616
Ropes Wealth Advisors
Massachusetts
$192K +$172K +2,157 +1,089%
IUHSA
617
Itau Unibanco Holding S.A.
Brazil
$185K +$182K +2,275 New
RMC
618
Resources Management Corp
Connecticut
$183K +$10.4K +130 +6%
SF
619
Synovus Financial
Georgia
$179K -$5.27K -66 -3%
CTC
620
Central Trust Company
Missouri
$174K +$26.1K +327 +18%
JSC
621
Jackson Square Capital
California
$173K +$170K +2,126 New
GWM
622
Geneos Wealth Management
Colorado
$167K -$3.99K -50 -2%
CWC
623
Carolinas Wealth Consulting
North Carolina
$166K +$164K +2,053 New
CIAS
624
Capital Investment Advisory Services
North Carolina
$163K +$160K +2,000 New
EIP
625
Ellis Investment Partners
Pennsylvania
$160K +$639 +8 +0.4%
23 24
25
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