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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
726
Strategies Wealth Advisors
Michigan
$234K +$9.52K +101 +4%
CFS
727
CRA Financial Services
New Jersey
$233K -$4.43K -47 -2%
RIA
728
Regal Investment Advisors
Michigan
$232K -$300K -3,179 -55%
AF
729
Allworth Financial
California
$232K -$80.8K -857 -24%
ZIM
730
Zacks Investment Management
Illinois
$230K +$248K +2,632 New
KFP
731
KMG Fiduciary Partners
Ohio
$228K -$14.9K -158 -6%
MW
732
Marcum Wealth
Ohio
$227K +$189 +2 +0.1%
SW
733
SVB Wealth
Massachusetts
$225K -$326K -3,460 -57%
FLPIM
734
F.L. Putnam Investment Management
Massachusetts
$224K +$38.4K +407 +19%
VWM
735
Valley Wealth Managers
New Jersey
$223K – – –
BSW
736
Buckingham Strategic Wealth
Missouri
$223K +$241K +2,556 New
TI
737
Tidal Investments
Wisconsin
$222K -$70.4K -747 -23%
RF
738
Resolute Financial
Massachusetts
$222K +$239K +2,538 New
SA
739
Strategic Advisors
New York
$221K +$660 +7 +0.3%
OLA
740
Oliver Luxxe Assets
New Jersey
$220K -$32K -340 -12%
WA
741
WestEnd Advisors
North Carolina
$219K +$237K +2,511 New
CAG
742
Csenge Advisory Group
Florida
$219K +$9.8K +104 +4%
CBFP
743
Cedar Brook Financial Partners
Ohio
$218K -$24.1K -256 -9%
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$218K +$228K +2,417 +3,223%
CWC
745
Carolinas Wealth Consulting
North Carolina
$217K -$68.9K -731 -23%
GFS
746
GYL Financial Synergies
Connecticut
$217K – – –
LWANC
747
Laurel Wealth Advisors (North Carolina)
North Carolina
$215K – – –
PCA
748
Pallas Capital Advisors
Massachusetts
$215K +$27.7K +294 +14%
WA
749
Wealthstar Advisors
Texas
$213K +$29.4K +312 +15%
IA
750
IAM Advisory
Pennsylvania
$211K +$8.01K +85 +4%
28 29
30
31 32