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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
801
TrueWealth Advisors
Alabama
$340K -$291K -2,773 -48%
EFS
802
Essex Financial Services
Connecticut
$337K -$105 -1 -0%
BFA
803
Bragg Financial Advisors
North Carolina
$337K +$15.3K +146 +5%
BWP
804
Balboa Wealth Partners
Arizona
$336K -$28.7K -273 -8%
KLCM
805
KG&L Capital Management
Louisiana
$335K -$2.41K -23 -0.8%
TSWM
806
Tyler-Stone Wealth Management
Ohio
$333K -$3.46K -33 -1%
WIP
807
WealthCare Investment Partners
Rhode Island
$333K -$45.3K -432 -13%
SFA
808
Source Financial Advisors
New York
$331K -$5.67K -54 -2%
ERIM
809
Eagle Ridge Investment Management
Connecticut
$331K -$18.7K -178 -6%
PFPT
810
Pinnacle Financial Partners (Tennessee)
Tennessee
$331K -$86.9K -828 -22%
WTB
811
Washington Trust Bank
Washington
$331K – – –
MWA
812
Monograph Wealth Advisors
California
$329K – – –
WA
813
Wealthstar Advisors
Texas
$325K +$3.36K +32 +1%
CCM
814
Cox Capital Management
Massachusetts
$325K +$299K +2,851 New
SSWG
815
Seven Springs Wealth Group
Tennessee
$322K – – –
SB
816
Strategic Blueprint
Georgia
$321K +$28.9K +275 +11%
SAM
817
Seelaus Asset Management
New Jersey
$321K -$47.2K -450 -14%
MF
818
Meridian Financial
Massachusetts
$319K +$42K +400 +17%
ASBI
819
American State Bank (Iowa)
Iowa
$319K – – –
MBT
820
Montecito Bank & Trust
California
$319K – – –
ODIJL
821
One Day In July LLC
Vermont
$318K -$5.25K -50 -2%
DWP
822
Destiny Wealth Partners
Florida
$318K – – –
AWM
823
Arista Wealth Management
Nevada
$317K – – –
IC
824
IEQ Capital
California
$312K -$1.2M -11,430 -81%
AAS
825
Annex Advisory Services
Wisconsin
$311K +$286K +2,726 New
31 32
33
34 35