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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
776
Strategies Wealth Advisors
Michigan
$266K +$813 +8 +0.3%
IA
777
Insight Advisors
Pennsylvania
$265K -$5.49K -54 -2%
PWM
778
Perigon Wealth Management
California
$265K – – –
VWM
779
Valley Wealth Managers
New Jersey
$263K -$57.7K -568 -18%
FCB
780
First Command Bank
Texas
$263K – – –
FCFS
781
First Command Financial Services
Texas
$263K – – –
CPA
782
Capital Planning Advisors
California
$262K – – –
AG
783
Appleton Group
Wisconsin
$261K -$12.1K -119 -4%
SA
784
Strategic Advisors
New York
$260K -$1.19M -11,697 -82%
AWM
785
Altium Wealth Management
New York
$260K -$126K -1,245 -33%
PFO
786
Pathstone Family Office
New Jersey
$257K +$28.7K +283 +13%
QC
787
Quent Capital
New York
$256K +$253K +2,490 New
GFS
788
GYL Financial Synergies
Connecticut
$255K -$50.8K -500 -17%
LWANC
789
Laurel Wealth Advisors (North Carolina)
North Carolina
$253K -$2.95K -29 -1%
MC
790
Mathes Company
New York
$252K +$249K +2,450 New
GP
791
Girard Partners
Pennsylvania
$251K -$1.06M -10,457 -81%
USCWA
792
U.S. Capital Wealth Advisors
Texas
$248K -$1.02M -10,014 -81%
CAG
793
Csenge Advisory Group
Florida
$247K -$254K -2,498 -51%
CWA
794
Consilium Wealth Advisory
Texas
$246K +$9.95K +98 +4%
MWM
795
Modera Wealth Management
New Jersey
$244K -$12.6K -124 -5%
ACG
796
Allen Capital Group
Nebraska
$244K +$241K +2,370 New
AWM
797
Apollon Wealth Management
South Carolina
$243K -$161K -1,582 -40%
CHC
798
City Holding Co
West Virginia
$242K – – –
MSFS
799
Main Street Financial Solutions
Pennsylvania
$241K – – –
HPC
800
HM Payson & Co
Maine
$241K +$25.5K +251 +12%
30 31
32
33 34