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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
926
Peak Financial Management
Massachusetts
$278K – – –
WCM
927
Whitener Capital Management
North Carolina
$277K +$13.1K +103 +5%
BWM
928
Birchcreek Wealth Management
Ohio
$276K -$1.31M -10,302 -83%
TFF
929
The Family Firm
Maryland
$276K +$763 +6 +0.3%
CPIG
930
Chicago Partners Investment Group
Illinois
$275K -$12.7K -100 -5%
CWA
931
Centennial Wealth Advisory
Michigan
$274K +$21.4K +168 +9%
BIM
932
Baldwin Investment Management
Pennsylvania
$274K – – –
UB
933
UMB Bank
Missouri
$273K – – –
SSW
934
Stone Summit Wealth
Florida
$272K -$2.92K -23 -1%
PFPT
935
Pinnacle Financial Partners (Tennessee)
Tennessee
$271K -$58.5K -460 -19%
ZIM
936
Zacks Investment Management
Illinois
$271K -$43.9K -345 -15%
PWM
937
Provident Wealth Management
Tennessee
$271K – – –
M
938
MOTCO
Texas
$271K – – –
CT
939
Caldwell Trust
Florida
$270K +$50.3K +396 +25%
HWM
940
Horizon Wealth Management
Illinois
$269K – – –
CCG
941
Chatham Capital Group
Georgia
$269K – – –
LEA
942
Legacy Edge Advisors
New York
$267K -$43.3K -341 -15%
PNC
943
Park National Corp
Ohio
$266K -$20.2K -159 -7%
ASBI
944
American State Bank (Iowa)
Iowa
$266K -$1.27K -10 -0.5%
BW
945
Bison Wealth
Georgia
$265K -$186K -1,466 -43%
MIC
946
Means Investment Company
Maine
$264K +$28K +220 +13%
SXL
947
Summit X LLC
Missouri
$264K -$15.3K -120 -5%
LSA
948
L & S Advisors
California
$262K -$14.7M -115,599 -98%
OWM
949
OneAscent Wealth Management
Alabama
$262K -$44.1K -347 -15%
NCM
950
Narwhal Capital Management
Georgia
$261K – – –
36 37
38
39 40