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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
601
SVB Wealth
Massachusetts
$335K +$135K +1,464 +57%
HG
602
Herbst Group
Connecticut
$333K – – –
BFA
603
Beacon Financial Advisory
Ohio
$329K -$5.8K -63 -2%
ACS
604
Archford Capital Strategies
Illinois
$327K – – –
CWM
605
Chemistry Wealth Management
New York
$327K +$92 +1 +0%
CS
606
Comerica Securities
Michigan
$326K -$1.75K -19 -0.5%
CA
607
Cresta Advisors
Texas
$326K +$362K +3,933 New
AFA
608
American Financial Advisors
Georgia
$325K +$1.1K +12 +0.3%
SG
609
StoneX Group
New York
$325K -$738K -8,016 -67%
LCM
610
Laurion Capital Management
New York
$323K +$36.8K +400 +11%
OIA
611
Optimum Investment Advisors
Illinois
$319K – – –
TSWM
612
Tyler-Stone Wealth Management
Ohio
$317K -$6.44K -70 -2%
ACI
613
Alpha Cubed Investments
California
$317K +$4.88K +53 +1%
AF
614
Allworth Financial
California
$317K +$108K +1,172 +44%
SAM
615
Secure Asset Management
Michigan
$316K -$61.9K -672 -15%
AIM
616
Aspen Investment Management
Michigan
$315K +$350K +3,803 New
CAM
617
Cozad Asset Management
Illinois
$314K -$50.9K -553 -13%
SFA
618
Source Financial Advisors
New York
$310K -$38.6K -419 -10%
DBIA
619
Dumont & Blake Investment Advisors
New Jersey
$310K +$1.38K +15 +0.4%
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$308K +$27.5K +299 +9%
VVP
621
Venture Visionary Partners
Ohio
$300K – – –
VCM
622
Vivaldi Capital Management
Illinois
$297K +$321K +3,483 New
GT
623
Greenleaf Trust
Michigan
$296K +$42.7K +464 +15%
JFA
624
JNBA Financial Advisors
Minnesota
$295K – – –
MG
625
Mather Group
Illinois
$294K +$4.24K +46 +1%
23 24
25
26 27