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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
651
TBH Global Asset Management
Tennessee
$372K +$346K +3,775 New
AWM
652
Altium Wealth Management
New York
$371K +$345K +3,768 New
PWS
653
Private Wealth Strategies
Ohio
$368K +$824 +9 +0.2%
W
654
WealthOne
New York
$367K +$97.2K +1,062 +40%
JSL
655
JT Stratford LLC
Georgia
$364K +$26.7K +292 +9%
TFF
656
The Family Firm
Maryland
$362K +$1.01K +11 +0.3%
AIFAIM
657
American Institute for Advanced Investment Management
Arizona
$359K – – –
BL
658
BFSG LLC
California
$359K +$44.4K +485 +15%
CCM
659
Consolidated Capital Management
California
$358K +$333K +3,639 New
SFSIG
660
San Francisco Sentry Investment Group
California
$357K +$16.3K +178 +5%
AWM
661
Avitas Wealth Management
California
$356K -$102K -1,111 -24%
GIM
662
Goelzer Investment Management
Indiana
$356K +$14.2K +155 +4%
CNFG
663
Creegan & Nassoura Financial Group
New Hampshire
$354K -$36.6K -400 -10%
WG
664
Welch Group
Alabama
$353K -$216K -2,354 -40%
DIM
665
Delta Investment Management
California
$352K -$72.1K -787 -18%
JFA
666
JNBA Financial Advisors
Minnesota
$351K – – –
RWA
667
River Wealth Advisors
Pennsylvania
$348K – – –
AFA
668
American Financial Advisors
Georgia
$345K -$42.9K -468 -12%
CFB
669
Cullen/Frost Bankers
Texas
$345K -$6.87K -75 -2%
GT
670
Greenleaf Trust
Michigan
$344K -$95.2K -1,040 -23%
MCM
671
Maryland Capital Management
Maryland
$344K -$32K -349 -9%
WTC
672
WhitTier Trust Company
Nevada
$341K – – –
AWM
673
Activest Wealth Management
Florida
$341K +$317K +3,462 New
CWM
674
Connecticut Wealth Management
Connecticut
$337K -$3.94K -43 -1%
ATC
675
Argent Trust Co
Tennessee
$336K – – –
25 26
27
28 29