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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
UFF
726
USA Financial Formulas
Michigan
$172K +$163K +1,939 New
SNT
727
Security National Trust
West Virginia
$171K – – –
FFG
728
Fortem Financial Group
California
$171K +$163K +1,930 New
LWP
729
Lumature Wealth Partners
Georgia
$166K +$158K +1,879 New
CTFG
730
Capstone Triton Financial Group
Oklahoma
$165K +$157K +1,864 New
WOC
731
West Oak Capital
California
$157K – – –
WEC
732
Winslow Evans & Crocker
Massachusetts
$157K +$126K +1,492 +23%
SAS
733
Stelac Advisory Services
New York
$150K +$143K +1,694 New
AA
734
AlphaCentric Advisors
Puerto Rico
$146K -$15.3K -181 -10%
SC
735
SouthState Corp
Florida
$146K – – –
GWM
736
Geneos Wealth Management
Colorado
$145K +$692K +8,212 +440%
EIP
737
Ellis Investment Partners
Pennsylvania
$141K +$2.87K +34 +2%
CAAS
738
Capital Asset Advisory Services
Michigan
$134K +$19.5K +232 +18%
RFA
739
Reilly Financial Advisors
California
$123K +$19K +225 +19%
CFA
740
Carroll Financial Associates
North Carolina
$120K – – –
MMG
741
Monetary Management Group
Missouri
$120K – – –
BC
742
Bartlett & Co
Ohio
$117K – – –
BCWM
743
Bartlett & Co Wealth Management
Ohio
$117K – – –
CHA
744
Carmichael Hill & Associates
Maryland
$116K +$1.52K +18 +1%
BFC
745
Bedel Financial Consulting
Indiana
$111K – – –
NFSG
746
Newbridge Financial Services Group
Florida
$111K +$10.6K +126 +11%
AIP
747
Ameritas Investment Partners
Nebraska
$109K -$9.1K -108 -8%
CHC
748
City Holding Co
West Virginia
$109K -$8.68K -103 -8%
RPWA
749
Regent Peak Wealth Advisors
Georgia
$108K +$103K +1,225 New
TA
750
Tectonic Advisors
Texas
$106K +$101K +1,195 New
28 29
30
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