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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
601
Fiduciary Trust
Massachusetts
$342K -$802K -8,715 -68%
PWM
602
PRW Wealth Management
Massachusetts
$335K -$34K -369 -8%
EGA
603
E&G Advisors
Texas
$335K -$12.3K -134 -3%
SW
604
SVB Wealth
Massachusetts
$335K +$135K +1,464 +57%
HG
605
Herbst Group
Connecticut
$333K – – –
BFA
606
Beacon Financial Advisory
Ohio
$329K -$5.8K -63 -2%
ACS
607
Archford Capital Strategies
Illinois
$327K – – –
CWM
608
Chemistry Wealth Management
New York
$327K +$92 +1 +0%
CS
609
Comerica Securities
Michigan
$326K -$1.75K -19 -0.5%
CA
610
Cresta Advisors
Texas
$326K +$362K +3,933 New
AFA
611
American Financial Advisors
Georgia
$325K +$1.1K +12 +0.3%
SG
612
StoneX Group
New York
$325K -$738K -8,016 -67%
LCM
613
Laurion Capital Management
New York
$323K +$36.8K +400 +11%
OIA
614
Optimum Investment Advisors
Illinois
$319K – – –
TSWM
615
Tyler-Stone Wealth Management
Ohio
$317K -$6.44K -70 -2%
ACI
616
Alpha Cubed Investments
California
$317K +$4.88K +53 +1%
AF
617
Allworth Financial
California
$317K +$108K +1,172 +44%
SAM
618
Secure Asset Management
Michigan
$316K -$61.9K -672 -15%
AIM
619
Aspen Investment Management
Michigan
$315K +$350K +3,803 New
CAM
620
Cozad Asset Management
Illinois
$314K -$50.9K -553 -13%
SFA
621
Source Financial Advisors
New York
$310K -$38.6K -419 -10%
DBIA
622
Dumont & Blake Investment Advisors
New Jersey
$310K +$1.38K +15 +0.4%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$308K +$27.5K +299 +9%
VVP
624
Venture Visionary Partners
Ohio
$300K – – –
VCM
625
Vivaldi Capital Management
Illinois
$297K +$321K +3,483 New
23 24
25
26 27