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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
726
Ironwood Investment Counsel
Arizona
$299K +$290K +3,048 New
PAMS
727
Pictet Asset Management (Switzerland)
Switzerland
$299K – – –
KW
728
KWB Wealth
California
$297K +$288K +3,024 New
LSPW
729
Lake Street Private Wealth
Illinois
$297K -$14.6K -153 -5%
EM
730
ELCO Management
New York
$295K – – –
NG
731
Northstar Group
New York
$295K – – –
FUBT
732
First United Bank & Trust
Maryland
$294K -$38.7K -406 -12%
MWA
733
Monograph Wealth Advisors
California
$293K +$9.24K +97 +3%
KLCM
734
KG&L Capital Management
Louisiana
$292K -$3.62K -38 -1%
AF
735
Allworth Financial
California
$290K -$83.5K -877 -23%
APA
736
Astoria Portfolio Advisors
New York
$287K +$42.3K +444 +18%
WTB
737
Washington Trust Bank
Washington
$285K – – –
WHCI
738
W.H. Cornerstone Investments
Massachusetts
$284K +$264K +2,769 New
BWP
739
Balboa Wealth Partners
Arizona
$283K +$274K +2,881 New
SSWG
740
Seven Springs Wealth Group
Tennessee
$283K +$4.86K +51 +2%
BMC
741
Beaton Management Company
Massachusetts
$281K – – –
FWM
742
Fingerlakes Wealth Management
New York
$279K +$1.24K +13 +0.5%
MBT
743
Montecito Bank & Trust
California
$279K +$271K +2,845 New
CA
744
Crewe Advisors
Utah
$278K – – –
PWMG
745
Provence Wealth Management Group
California
$277K +$6.86K +72 +3%
ASBI
746
American State Bank (Iowa)
Iowa
$275K – – –
ATC
747
Argent Trust Co
Tennessee
$272K – – –
SCM
748
Sebold Capital Management
Illinois
$272K +$264K +2,769 New
UB
749
UMB Bank
Missouri
$270K +$2.1K +22 +0.8%
NFP
750
Narus Financial Partners
Utah
$267K +$18.7K +196 +8%
28 29
30
31 32