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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
801
Ritholtz Wealth Management
New York
$220K +$214K +2,242 New
MCWS
802
McKinley Carter Wealth Services
West Virginia
$220K +$213K +2,238 New
VAS
803
Vestmark Advisory Solutions
Massachusetts
$219K +$213K +2,234 New
WA
804
WealthTrust Axiom
Pennsylvania
$218K +$212K +2,221 New
SLWA
805
San Luis Wealth Advisors
California
$218K +$212K +2,223 New
GD
806
Grandfield & Dodd
New York
$216K +$210K +2,203 New
FCB
807
First Command Bank
Texas
$216K – – –
FCFS
808
First Command Financial Services
Texas
$216K – – –
T
809
TNF
Montana
$215K +$200K +2,100 New
BSW
810
Buckingham Strategic Wealth
Missouri
$215K +$208K +2,189 New
SC
811
Sepio Capital
Utah
$213K -$24K -252 -10%
MWM
812
Mission Wealth Management
California
$213K +$206K +2,166 New
CWC
813
Carolinas Wealth Consulting
North Carolina
$211K +$476 +5 +0.2%
PA
814
Procyon Advisors
Connecticut
$211K +$205K +2,150 New
HBW
815
Hazlett, Burt & Watson
West Virginia
$211K +$28K +294 +16%
CCG
816
Chatham Capital Group
Georgia
$210K +$203K +2,135 New
OCPWS
817
One Charles Private Wealth Services
Massachusetts
$209K +$203K +2,133 New
SAM
818
Seelaus Asset Management
New Jersey
$208K +$201K +2,115 New
AMR
819
Asset Management Resources
Massachusetts
$208K +$202K +2,117 New
CFB
820
Cullen/Frost Bankers
Texas
$206K -$7.62K -80 -4%
FA
821
Flagstar Advisors
New York
$205K +$17.7K +186 +10%
SC
822
Stolper & Co
Oklahoma
$204K +$198K +2,075 New
PCA
823
Pallas Capital Advisors
Massachusetts
$203K +$196K +2,056 New
KFGK
824
Keystone Financial Group (Kentucky)
Kentucky
$203K +$197K +2,069 New
SAM
825
Strategy Asset Managers
California
$203K +$197K +2,069 New
31 32
33
34 35