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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
951
Invictus Private Wealth
Colorado
$368K – – –
CRC
952
Curi RMB Capital
Illinois
$368K +$143K +943 +65%
RMC
953
Ring Mountain Capital
California
$368K +$1.06K +7 +0.3%
PWAM
954
Private Wealth Asset Management
Iowa
$368K +$87.1K +575 +32%
AWMS
955
Advocacy Wealth Management Services
Georgia
$367K +$361K +2,382 New
SFS
956
Sharp Financial Services
Pennsylvania
$367K +$133K +877 +58%
FMN
957
Financial Management Network
California
$366K +$303 +2 +0.1%
KPWG
958
KFA Private Wealth Group
Virginia
$362K -$30.6K -202 -8%
WCM
959
Whitener Capital Management
North Carolina
$360K +$17.1K +113 +5%
DP
960
Dearborn Partners
Illinois
$359K – – –
PG
961
Prostatis Group
Maryland
$357K +$62K +409 +21%
AA
962
Acorns Advisers
California
$354K +$78.5K +518 +29%
FPL
963
Fortress Private Ledger
North Carolina
$354K -$37.9K -250 -10%
SL
964
SWMG LLC
Texas
$353K -$4.39K -29 -1%
DWP
965
Daymark Wealth Partners
Ohio
$352K -$3.03K -20 -0.9%
GT
966
Greenleaf Trust
Michigan
$351K +$7.42K +49 +2%
IA
967
IAM Advisory
Pennsylvania
$350K +$27.9K +184 +9%
BMCM
968
Bryn Mawr Capital Management
Pennsylvania
$350K -$22.7K -150 -6%
HPC
969
HM Payson & Co
Maine
$350K +$151K +1,000 +79%
RWP
970
RWA Wealth Partners
Massachusetts
$349K +$55.3K +365 +19%
PCM
971
Prelude Capital Management
New York
$349K +$343K +2,263 New
VP
972
Verum Partners
North Carolina
$349K +$606 +4 +0.2%
GWP
973
Gateway Wealth Partners
Wisconsin
$345K +$80.6K +532 +31%
TA
974
TruWealth Advisors
Louisiana
$345K +$151 +1 +0%
SAI
975
Savvy Advisors Inc
New York
$342K +$16.4K +108 +5%
37 38
39
40 41