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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SteelPeak Wealth
California
$202K +$196K +2,058 New
AG
827
Appleton Group
Wisconsin
$201K +$195K +2,047 New
RMC
828
Resources Management Corp
Connecticut
$199K – – –
TRCT
829
Tower Research Capital (TRC)
New York
$197K +$156K +1,643 +451%
PAI
830
Pittenger & Anderson Inc
Nebraska
$197K – – –
M
831
MOTCO
Texas
$196K -$9.52K -100 -5%
CLOS
832
Compagnie Lombard Odier SCmA
Switzerland
$193K +$187K +1,962 New
VWM
833
Valley Wealth Managers
New Jersey
$192K -$7.14K -75 -4%
FNBOSM
834
First National Bank of South Miami
Florida
$190K – – –
CA
835
Clearstead Advisors
Ohio
$182K -$11K -116 -6%
BBPWM
836
Blue Bell Private Wealth Management
Pennsylvania
$176K – – –
CT
837
Cambridge Trust
Massachusetts
$174K +$85K +893 +102%
FFL
838
Financial Freedom LLC
Ohio
$172K +$167K +1,756 New
WA
839
WestEnd Advisors
North Carolina
$170K -$43.4K -456 -21%
HIA
840
Harbor Investment Advisory
Maryland
$165K +$28.6K +300 +22%
SFCL
841
Strengthening Families & Communities LLC
Massachusetts
$161K +$190 +2 +0.1%
FRA
842
Front Row Advisors
California
$159K -$3.52K -37 -2%
HWMA
843
Heritage Wealth Management (Arizona)
Arizona
$157K +$76.7K +805 +101%
CT
844
Caldwell Trust
Florida
$157K – – –
FFA
845
Fairfield Financial Advisors
Massachusetts
$156K +$82.9K +870 +122%
SC
846
SouthState Corp
Florida
$156K – – –
MMG
847
Monetary Management Group
Missouri
$147K – – –
MTIC
848
Missouri Trust & Investment Company
Missouri
$147K – – –
FCAG
849
First Capital Advisors Group
New Jersey
$146K -$442K -4,642 -76%
CHA
850
Carmichael Hill & Associates
Maryland
$142K +$95 +1 +0.1%
32 33
34
35 36