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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
801
Ally Invest Advisors
North Carolina
$240K +$239K +2,372 New
BFA
802
Bragg Financial Advisors
North Carolina
$239K -$1.41K -14 -0.6%
SIC
803
Sigma Investment Counselors
Michigan
$236K – – –
OPW
804
Oxler Private Wealth
New York
$236K +$1.01K +10 +0.4%
WA
805
Wambolt & Associates
Colorado
$234K +$232K +2,307 New
TI
806
Tidal Investments
Wisconsin
$233K +$231K +2,300 New
HPC
807
HM Payson & Co
Maine
$232K – – –
CB
808
Centennial Bank
Arkansas
$232K – – –
RWM
809
Ritholtz Wealth Management
New York
$232K +$5.03K +50 +2%
CAMG
810
CWA Asset Management Group
Florida
$232K +$230K +2,289 New
AIFAIM
811
American Institute for Advanced Investment Management
Arizona
$231K -$77.9K -775 -23%
PMG
812
Private Management Group
California
$231K – – –
PAM
813
Private Asset Management
California
$231K -$42.3K -421 -16%
TFF
814
The Family Firm
Maryland
$230K +$905 +9 +0.4%
APA
815
Astoria Portfolio Advisors
New York
$229K -$59.2K -589 -20%
VAS
816
Vestmark Advisory Solutions
Massachusetts
$228K +$1.91K +19 +0.9%
CWA
817
Consilium Wealth Advisory
Texas
$228K – – –
MPW
818
MGO Private Wealth
California
$227K -$2.01K -20 -0.9%
MCWS
819
McKinley Carter Wealth Services
West Virginia
$227K +$101 +1 +0%
CM
820
Columbus Macro
Pennsylvania
$224K -$389K -3,864 -64%
VCM
821
Vivaldi Capital Management
Illinois
$224K -$114K -1,130 -34%
FCB
822
First Command Bank
Texas
$223K – – –
FCFS
823
First Command Financial Services
Texas
$223K – – –
CWP
824
Core Wealth Partners
California
$223K +$221K +2,200 New
KCFA
825
Key Client Fiduciary Advisors
New Jersey
$221K +$220K +2,186 New
31 32
33
34 35