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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
826
Prio Wealth Limited Partnership
Massachusetts
$200K +$200K +1,950 New
SNT
827
Security National Trust
West Virginia
$198K – – –
CAAS
828
Capital Asset Advisory Services
Michigan
$190K -$53.7K -524 -22%
CC
829
Corsicana & Co
Texas
$190K +$190K +1,855 New
WOC
830
West Oak Capital
California
$186K +$5.12K +50 +3%
MRC
831
Millburn Ridgefield Corp
New York
$182K +$53.2K +519 +41%
EVM
832
Eaton Vance Management
Massachusetts
$174K – – –
BBPWM
833
Blue Bell Private Wealth Management
Pennsylvania
$172K -$20.5K -200 -11%
AA
834
AlphaCentric Advisors
Puerto Rico
$172K -$11.1K -108 -6%
CT
835
Caldwell Trust
Florida
$170K +$17.9K +175 +12%
CP
836
Castleview Partners
Texas
$169K +$169K +1,646 New
EIP
837
Ellis Investment Partners
Pennsylvania
$157K -$6.25K -61 -4%
GWM
838
Geneos Wealth Management
Colorado
$153K -$880K -8,590 -85%
CHA
839
Carmichael Hill & Associates
Maryland
$152K +$1.02K +10 +0.7%
TLFA
840
True Link Financial Advisors
California
$149K -$40.3K -393 -25%
TA
841
Tectonic Advisors
Texas
$144K -$10.9K -106 -7%
JWA
842
JFS Wealth Advisors
Pennsylvania
$143K +$143K +1,400 New
OSAM
843
O'Shaughnessy Asset Management
Connecticut
$143K +$144K +1,401 New
FI
844
FormulaFolio Investments
Michigan
$138K – – –
MMG
845
Monetary Management Group
Missouri
$138K – – –
UFF
846
USA Financial Formulas
Michigan
$137K -$15.4K -150 -10%
BC
847
Bartlett & Co
Ohio
$135K – – –
BCWM
848
Bartlett & Co Wealth Management
Ohio
$135K – – –
AW
849
Alaethes Wealth
Nevada
$132K +$132K +1,292 New
CPFP
850
Clear Perspectives Financial Planning
Ohio
$130K +$93.7K +915 +261%
32 33
34
35 36