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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
751
Interchange Capital Partners
Pennsylvania
$360K +$354K +3,408 New
RWA
752
River Wealth Advisors
Pennsylvania
$359K +$11.1K +107 +3%
TFF
753
The Family Firm
Maryland
$358K +$1.25K +12 +0.4%
BA
754
Bridgewater Advisors
New York
$358K +$351K +3,383 New
IP
755
Investment Partners
Ohio
$357K – – –
FB
756
Fulton Bank
Pennsylvania
$356K -$51.6K -497 -13%
PWSG
757
Pacific Wealth Strategies Group
California
$355K -$58.3K -561 -14%
IC
758
Inscription Capital
Texas
$351K +$12.8K +123 +4%
PAMS
759
Pictet Asset Management (Switzerland)
Switzerland
$349K – – –
WFA
760
West Financial Advisors
Iowa
$346K – – –
AWE
761
Avidian Wealth Enterprises
Texas
$345K -$5.74M -55,272 -94%
IC
762
Intersect Capital
California
$344K +$44.7K +430 +15%
NCM
763
Noesis Capital Mangement
Florida
$343K -$99.6K -959 -23%
CA
764
Clearstead Advisors
Ohio
$343K +$4.47K +43 +1%
DWA
765
Dougherty Wealth Advisers
Minnesota
$342K – – –
AWM
766
Avitas Wealth Management
California
$341K -$10.2K -98 -3%
CT
767
Cambridge Trust
Massachusetts
$341K +$335K +3,225 New
AIM
768
Acropolis Investment Management
Missouri
$339K -$7.17K -69 -2%
AIM
769
Allen Investment Management
New York
$339K – – –
CWC
770
Carolinas Wealth Consulting
North Carolina
$339K +$623 +6 +0.2%
ATC
771
Argent Trust Co
Tennessee
$337K -$23.6K -227 -7%
GT
772
Greenleaf Trust
Michigan
$337K +$8.21K +79 +3%
GPFA
773
Game Plan Financial Advisors
Ohio
$336K +$7.48K +72 +2%
XS
774
XR Securities
Illinois
$335K -$29.8K -287 -8%
WA
775
WP Advisors
California
$333K +$1.25K +12 +0.4%
29 30
31
32 33