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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
726
OneAscent Financial Services
Alabama
$648K +$678K +4,920 New
SF
727
Safeguard Financial
Wisconsin
$644K +$1.52K +11 +0.2%
WPIC
728
White Pine Investment Company
Michigan
$644K +$673K +4,885 New
RIA
729
Regal Investment Advisors
Michigan
$641K -$258K -1,874 -28%
GAB
730
German American Bancorp
Indiana
$641K +$364K +2,643 +119%
WP
731
WMS Partners
Maryland
$640K -$13K -94 -2%
BC
732
Belmont Capital
California
$639K +$36.4K +264 +6%
MWA
733
Meridian Wealth Advisors
Texas
$633K -$12.4K -90 -2%
VDI
734
Vaughan David Investments
Illinois
$631K -$104K -751 -14%
AWM
735
Apollon Wealth Management
South Carolina
$628K +$248K +1,801 +61%
CA
736
Clearstead Advisors
Ohio
$627K +$405K +2,937 +161%
LWP
737
LeClair Wealth Partners
Ohio
$626K +$655K +4,750 New
IAS
738
Insigneo Advisory Services
Florida
$623K -$23.7K -172 -4%
MWAM
739
Manhattan West Asset Management
California
$620K +$649K +4,706 New
VA
740
Vident Advisory
Georgia
$618K +$646K +4,689 New
CT
741
Chicago Trust
Illinois
$617K +$33.6K +244 +6%
FNT
742
First National Trust
Pennsylvania
$613K +$95.3K +691 +17%
MC
743
Montag & Caldwell
Georgia
$613K -$4.83K -35 -0.7%
SI
744
Stephens Inc
Arkansas
$611K +$27.6K +200 +5%
SFS
745
Security Financial Services
Indiana
$610K – – –
PWM
746
Prentice Wealth Management
New York
$609K -$60.5K -439 -9%
EMAM
747
Encompass More Asset Management
California
$605K -$736K -5,338 -54%
TW
748
Transform Wealth
Colorado
$605K -$118K -855 -16%
AIA
749
AssuredPartners Investment Advisors
Florida
$597K +$624K +4,529 New
UF
750
Univest Financial
Pennsylvania
$594K +$125K +910 +25%
28 29
30
31 32