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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
901
KFA Private Wealth Group
Virginia
$350K +$361K +2,670 New
AFP
902
Ausdal Financial Partners
Iowa
$350K +$139K +1,027 +63%
SQA
903
Simon Quick Advisors
New Jersey
$349K -$32.6K -241 -8%
CAM
904
Councilmark Asset Management
Tennessee
$347K – – –
CCAM
905
Cascades Capital Asset Management
North Carolina
$347K +$87.2K +645 +32%
TPW
906
Tiller Private Wealth
Pennsylvania
$346K -$10.8K -80 -3%
AA
907
Auxano Advisors
Washington
$346K – – –
CPIG
908
Chicago Partners Investment Group
Illinois
$345K +$73.6K +545 +27%
TFP
909
Traction Financial Partners
Wyoming
$345K -$245K -1,815 -41%
DIM
910
Delta Investment Management
California
$343K -$10.9K -81 -3%
IPW
911
Invictus Private Wealth
Colorado
$341K -$5.54K -41 -2%
RRCM
912
Rappaport Reiches Capital Management
Illinois
$338K +$348K +2,579 New
KFP
913
KMG Fiduciary Partners
Ohio
$337K – – –
HWAM
914
Hennion & Walsh Asset Management
New Jersey
$334K +$345K +2,550 New
IA
915
IFC Advisors
California
$333K – – –
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$333K -$301K -2,225 -47%
LEA
917
Legacy Edge Advisors
New York
$331K +$78.6K +582 +30%
VAS
918
Valicenti Advisory Services
New York
$328K +$3.38K +25 +1%
BCM
919
Berbice Capital Management
New York
$328K – – –
HTC
920
Haverford Trust Company
Pennsylvania
$327K – – –
TI
921
tru Independence
Oregon
$326K +$1.08K +8 +0.3%
GCA
922
Greenwood Capital Associates
South Carolina
$325K -$586K -4,338 -64%
EP
923
Edgestream Partners
New Jersey
$325K +$65.5K +485 +24%
NEWAS
924
N.E.W. Advisory Services
Wisconsin
$324K +$126K +934 +61%
FWM
925
Fingerlakes Wealth Management
New York
$323K -$20.8K -154 -6%
35 36
37
38 39