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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
801
Hazlett, Burt & Watson
West Virginia
$265K +$201 +2 +0.1%
NW
802
NewEdge Wealth
Pennsylvania
$264K +$101 +1 +0%
SAM
803
Strategy Asset Managers
California
$263K -$56.6K -562 -19%
PFO
804
Pathstone Family Office
New Jersey
$262K +$1.01K +10 +0.4%
MW
805
Marcum Wealth
Ohio
$262K -$17.8K -177 -7%
VAS
806
Vestmark Advisory Solutions
Massachusetts
$261K +$17.6K +175 +8%
FPB
807
First PREMIER Bank
South Dakota
$260K +$101 +1 +0%
BSW
808
Buckingham Strategic Wealth
Missouri
$260K +$23.1K +229 +10%
FFA
809
Fairfield Financial Advisors
Massachusetts
$259K +$96.5K +958 +66%
MF
810
Meridian Financial
Massachusetts
$258K – – –
OCM
811
One Capital Management
California
$254K -$353K -3,510 -60%
WA
812
Wambolt & Associates
Colorado
$251K +$3.63K +36 +2%
TWA
813
Talisman Wealth Advisors
New Jersey
$251K -$21.2K -211 -8%
OPW
814
Oxler Private Wealth
New York
$251K +$805 +8 +0.3%
APA
815
Astoria Portfolio Advisors
New York
$251K -$1.21K -12 -0.5%
SIC
816
Sigma Investment Counselors
Michigan
$251K – – –
MSFS
817
Main Street Financial Solutions
Pennsylvania
$250K -$7.45K -74 -3%
HI
818
Hudock Inc
Pennsylvania
$250K -$4.83K -48 -2%
IGWM
819
ICA Group Wealth Management
Colorado
$246K +$67.3K +668 +41%
CB
820
Centennial Bank
Arkansas
$246K – – –
PMG
821
Private Management Group
California
$245K – – –
TFF
822
The Family Firm
Maryland
$244K +$906 +9 +0.4%
RWM
823
Ritholtz Wealth Management
New York
$242K -$3.22K -32 -1%
MCWS
824
McKinley Carter Wealth Services
West Virginia
$240K +$101 +1 +0%
MPW
825
MGO Private Wealth
California
$240K – – –
31 32
33
34 35