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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
701
First Foundation Advisors
California
$760K +$68.5K +502 +11%
WFAG
702
Worth Financial Advisory Group
North Carolina
$758K -$20.3K -149 -3%
BMC
703
Beaton Management Company
Massachusetts
$756K – – –
FB
704
Finward Bancorp
Indiana
$752K -$7.91K -58 -1%
CAMG
705
CWA Asset Management Group
Florida
$747K -$60.3K -442 -8%
AWM
706
Apollon Wealth Management
South Carolina
$744K -$53.3K -391 -7%
GWM
707
Geneos Wealth Management
Colorado
$742K +$26.9K +197 +4%
JGC
708
J. Goldman & Co
New York
$741K +$685K +5,025 New
AIA
709
Ally Invest Advisors
North Carolina
$740K +$18.6K +136 +3%
PHK
710
Point72 Hong Kong
Hong Kong
$738K +$682K +5,000 New
NP
711
NorthRock Partners
Minnesota
$735K +$153K +1,119 +29%
BB
712
Burford Brothers
Texas
$734K -$77.9K -571 -10%
SFC
713
Strategic Financial Concepts
Texas
$731K -$131K -960 -16%
TF
714
Theory Financial
Colorado
$730K +$655K +4,800 New
BC
715
Bricktown Capital
Michigan
$728K – – –
CIAS
716
Capital Investment Advisory Services
North Carolina
$727K +$86.1K +631 +15%
MWM
717
Meridian Wealth Management
Kentucky
$727K – – –
CIM
718
Contravisory Investment Management
Massachusetts
$724K +$32.9K +241 +5%
SW
719
Simplicity Wealth
New Jersey
$723K +$77.8K +570 +13%
EM
720
ELCO Management
New York
$720K +$141K +1,030 +27%
VCM
721
Vivaldi Capital Management
Illinois
$716K +$32.6K +239 +5%
B
722
Bailard
California
$716K +$1.09K +8 +0.2%
BC
723
Belmont Capital
California
$716K – – –
SCM
724
Schnieders Capital Management
California
$714K +$661K +4,843 New
GAA
725
Global Assets Advisory
Florida
$713K -$1.31M -9,630 -67%
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30 31