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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
726
Delta Investment Management
California
$323K +$63.2K +590 +23%
VP
727
Verum Partners
North Carolina
$323K +$341K +3,183 New
KWA
728
Kingswood Wealth Advisors
California
$322K -$22.5K -210 -6%
CNFG
729
Creegan & Nassoura Financial Group
New Hampshire
$322K -$8.03K -75 -2%
MC
730
Montag & Caldwell
Georgia
$322K +$340K +3,172 New
AWM
731
Activest Wealth Management
Florida
$321K +$338K +3,162 New
BCG
732
Breakwater Capital Group
New Jersey
$320K +$10.9K +102 +3%
JHCP
733
Jackson Hole Capital Partners
Oklahoma
$320K -$23.7K -221 -7%
NAS
734
NWF Advisory Services
California
$317K +$19.8K +185 +6%
SIM
735
Sterling Investment Management
Arizona
$316K -$17.2K -161 -5%
HSA
736
HBK Sorce Advisory
Pennsylvania
$316K -$241K -2,248 -42%
WP
737
WMS Partners
Maryland
$315K – – –
WHC
738
Wulff, Hansen & Co
California
$315K – – –
MG
739
Mather Group
Illinois
$314K -$111K -1,039 -25%
ERIM
740
Eagle Ridge Investment Management
Connecticut
$312K – – –
B
741
Bailard
California
$310K -$127K -1,190 -28%
PPP
742
Private Portfolio Partners
New Jersey
$309K -$26.7K -249 -8%
GT
743
Greenleaf Trust
Michigan
$308K – – –
NFSG
744
Newbridge Financial Services Group
Florida
$307K -$26.2K -245 -7%
ATC
745
Argent Trust Co
Tennessee
$307K – – –
MAM
746
MWA Asset Management
Massachusetts
$306K +$323K +3,021 New
LNWWM
747
Laird Norton Wetherby Wealth Management
California
$306K +$38.8K +362 +14%
EM
748
ELCO Management
New York
$304K – – –
NG
749
Northstar Group
New York
$304K – – –
HTC
750
Haverford Trust Company
Pennsylvania
$303K +$320K +2,992 New
28 29
30
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