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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$352K +$104K +1,020 +42%
TFF
702
The Family Firm
Maryland
$350K +$1.12K +11 +0.3%
IP
703
Investment Partners
Ohio
$348K – – –
PA
704
PFG Advisors
Arizona
$345K -$117K -1,154 -26%
SIM
705
Sterling Investment Management
Arizona
$342K -$44K -433 -12%
AIM
706
Acropolis Investment Management
Missouri
$342K +$11.3K +111 +3%
PAMS
707
Pictet Asset Management (Switzerland)
Switzerland
$340K – – –
TI
708
Tidal Investments
Wisconsin
$338K -$38.1K -375 -10%
IC
709
Intersect Capital
California
$335K – – –
PPP
710
Private Portfolio Partners
New Jersey
$333K +$30.5K +300 +10%
DWA
711
Dougherty Wealth Advisers
Minnesota
$333K – – –
CT
712
Cambridge Trust
Massachusetts
$332K – – –
CWC
713
Carolinas Wealth Consulting
North Carolina
$331K +$609 +6 +0.2%
AIM
714
Allen Investment Management
New York
$330K – – –
GPFA
715
Game Plan Financial Advisors
Ohio
$328K +$508 +5 +0.2%
WA
716
WP Advisors
California
$325K +$1.02K +10 +0.3%
CA
717
Clearstead Advisors
Ohio
$324K -$9.75K -96 -3%
BWM
718
BerganKDV Wealth Management
Minnesota
$322K – – –
OBWG
719
Onyx Bridge Wealth Group
New York
$322K +$23K +226 +7%
CFD
720
Creative Financial Designs
Indiana
$322K +$72.9K +718 +30%
GT
721
Greenleaf Trust
Michigan
$320K -$8.02K -79 -2%
NCM
722
Noesis Capital Mangement
Florida
$319K -$14.7K -145 -4%
PSUF
723
People's United Financial
Connecticut
$317K -$129K -1,273 -29%
ERIM
724
Eagle Ridge Investment Management
Connecticut
$317K – – –
ISL
725
Ingalls & Snyder LLC
New York
$317K +$34.3K +338 +12%
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