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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
826
Caldwell Trust
Florida
$163K – – –
CFA
827
Carroll Financial Associates
North Carolina
$159K -$170K -1,651 -50%
LWM
828
Liberty Wealth Management
California
$155K +$87.7K +854 +117%
MMG
829
Monetary Management Group
Missouri
$152K +$20.5K +200 +15%
TLFA
830
True Link Financial Advisors
California
$151K – – –
BBHC
831
Brown Brothers Harriman & Co
New York
$149K -$17.2K -167 -10%
CHA
832
Carmichael Hill & Associates
Maryland
$145K – – –
AW
833
Alaethes Wealth
Nevada
$141K +$15.6K +152 +12%
EIP
834
Ellis Investment Partners
Pennsylvania
$137K -$12.8K -125 -8%
OSAM
835
O'Shaughnessy Asset Management
Connecticut
$137K – – –
PFSC
836
Peoples Financial Services Corp
Pennsylvania
$130K +$9.24K +90 +7%
TCWA
837
Ten Capital Wealth Advisors
Washington
$128K -$7.61M -74,076 -98%
BFC
838
Bedel Financial Consulting
Indiana
$127K +$4.31K +42 +3%
CPFP
839
Clear Perspectives Financial Planning
Ohio
$124K – – –
BCP
840
Blue Chip Partners
Michigan
$123K +$411 +4 +0.3%
EVM
841
Eaton Vance Management
Massachusetts
$123K +$20.6K +201 +12%
BCWM
842
Bartlett & Co Wealth Management
Ohio
$119K -$10.3K -100 -8%
UFF
843
USA Financial Formulas
Michigan
$119K -$12.8K -125 -9%
BC
844
Bartlett & Co
Ohio
$119K -$10.3K -100 -8%
JGIA
845
Jackson Grant Investment Advisers
Connecticut
$116K +$205 +2 +0.2%
AIP
846
Ameritas Investment Partners
Nebraska
$115K +$3.8K +37 +3%
BW
847
Bison Wealth
Georgia
$112K – – –
ACA
848
Aptus Capital Advisors
Alabama
$106K -$15.1K -147 -12%
NL
849
NVWM LLC
Pennsylvania
$104K +$26.6K +259 +32%
PMFA
850
Plante Moran Financial Advisors
Michigan
$104K +$65K +633 +148%
32 33
34
35 36