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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
801
Spectrum Management Group
Indiana
$40K +$38.3K +455 New
APW
802
Acima Private Wealth
Virginia
$39K – – –
WWMSC
803
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$36.2K +430 New
CYG
804
Clean Yield Group
Vermont
$36K +$33.8K +401 New
OSNBOA
805
Old Second National Bank of Aurora
Illinois
$35K – – –
FCMT
806
Founders Capital Management (Texas)
Texas
$35K +$33.4K +396 New
RWA
807
Ropes Wealth Advisors
Massachusetts
$34K +$32.4K +384 New
ADIM
808
Alpha DNA Investment Management
Maryland
$34K +$32.6K +387 New
EP
809
Eudaimonia Partners
Tennessee
$33K – – –
LWM
810
Liberty Wealth Management
California
$32K +$169 +2 +0.5%
SWM
811
Sugarloaf Wealth Management
Georgia
$32K +$8.43K +100 +39%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$32K +$24.6K +292 +389%
SC
813
Steph & Co
Wisconsin
$31K +$11.7K +139 +66%
CPFP
814
Clear Perspectives Financial Planning
Ohio
$31K +$29.5K +350 New
PGAM
815
Princeton Global Asset Management
New Jersey
$31K +$29.6K +351 New
HCM
816
Horrell Capital Management
Arkansas
$31K +$29.7K +352 New
FF
817
FourThought Financial
Florida
$31K +$29.9K +355 New
ADL
818
Asset Dedication LLC
California
$29K – – –
MF
819
Manchester Financial
California
$29K – – –
PB
820
Pinnacle Bancorp
Nebraska
$27K – – –
PMFA
821
Plante Moran Financial Advisors
Michigan
$27K +$5.39K +64 +26%
SMA
822
Sage Mountain Advisors
Georgia
$27K +$25.4K +302 New
TF
823
Tompkins Financial
New York
$26K -$27.5K -326 -52%
BCV
824
Banque Cantonale Vaudoise
Switzerland
$25K +$24K +285 New
BCM
825
Bourgeon Capital Management
Connecticut
$24K – – –
31 32
33
34 35