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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
751
Warther Private Wealth
Ohio
$281K +$279K +2,724 New
AA
752
Addison Advisors
Vermont
$277K +$277K +2,703 New
LWANC
753
Laurel Wealth Advisors (North Carolina)
North Carolina
$274K +$44.1K +430 +19%
CFG
754
Cooper Financial Group
California
$274K +$274K +2,673 New
KAH
755
Kathryn A. Hall
$273K – – –
PAM
756
Private Asset Management
California
$271K +$21K +205 +8%
CFD
757
Creative Financial Designs
Indiana
$269K +$4.2K +41 +2%
CBFP
758
Cedar Brook Financial Partners
Ohio
$267K -$22.7K -222 -8%
FMW
759
Farr Miller & Washington
District of Columbia
$267K – – –
CWC
760
Carolinas Wealth Consulting
North Carolina
$267K +$60.2K +588 +29%
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$267K +$267K +2,603 New
BCP
762
Berkeley Capital Partners
Georgia
$263K -$61.5K -600 -19%
ASBI
763
American State Bank (Iowa)
Iowa
$261K +$11.8K +115 +5%
FCB
764
First Command Bank
Texas
$261K – – –
FCFS
765
First Command Financial Services
Texas
$261K – – –
CFAM
766
Center For Asset Management
Florida
$261K +$261K +2,551 New
TA
767
TrueWealth Advisors
Alabama
$257K +$257K +2,507 New
WCM
768
Windham Capital Management
Massachusetts
$256K – – –
RWA
769
Redhawk Wealth Advisors
Minnesota
$255K +$255K +2,492 New
GFS
770
GYL Financial Synergies
Connecticut
$254K +$15.2K +148 +6%
IC
771
Intersect Capital
California
$253K +$42.1K +411 +20%
PPWP
772
Proquility Private Wealth Partners
Nevada
$250K -$2.46K -24 -1%
FHC
773
First Heartland Consultants
Missouri
$248K +$5.12K +50 +2%
PFA
774
Pettinga Financial Advisors
Indiana
$248K +$248K +2,425 New
DBRC
775
D.B. Root & Company
Pennsylvania
$247K +$5.94K +58 +2%
29 30
31
32 33