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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
GDS Wealth Management
Texas
$248K -$7.13M -56,077 -97%
CA
977
Clearstead Advisors
Ohio
$247K -$6.1K -48 -3%
SIM
978
Stratos Investment Management
Ohio
$246K +$230K +1,813 New
FA
979
Fountainhead AM
New Jersey
$245K +$508 +4 +0.2%
T
980
TNF
Montana
$245K -$127 -1 -0.1%
FFM
981
Forum Financial Management
Illinois
$243K +$1.02K +8 +0.4%
PFP
982
Paragon Financial Partners
California
$242K +$508 +4 +0.2%
JSW
983
Journey Strategic Wealth
New Jersey
$242K -$10.6K -83 -4%
SFG
984
SevenBridge Financial Group
Pennsylvania
$241K – – –
RFA
985
Rollins Financial Advisors
New York
$241K -$34.8K -274 -13%
HHGA
986
Halbert Hargrove Global Advisors
California
$240K +$226K +1,775 New
CAM
987
Concorde Asset Management
Michigan
$239K -$112K -881 -33%
GPA
988
Garrison Point Advisors
California
$238K +$13.9K +109 +7%
FTWA
989
Fifth Third Wealth Advisors
Ohio
$238K +$224K +1,759 New
VAS
990
Valicenti Advisory Services
New York
$238K +$14K +110 +7%
FFL
991
Financial Freedom LLC
Ohio
$238K – – –
BFIM
992
Beese Fulmer Investment Management
Ohio
$238K -$763 -6 -0.3%
NFA
993
Northwest Financial Advisors
Virginia
$237K +$223K +1,751 New
LFS
994
Legacy Financial Strategies
Kansas
$237K +$222K +1,750 New
GWA
995
GGM Wealth Advisors
Maryland
$236K +$222K +1,746 New
BS
996
Banco Santander
Spain
$234K -$12.7K -100 -5%
WIA
997
Wetzel Investment Advisors
Indiana
$234K +$9.91K +78 +5%
SAI
998
Savvy Advisors Inc
New York
$233K +$219K +1,724 New
SC
999
Stolper & Co
Oklahoma
$233K – – –
CB
1000
Chris Bulman
California
$233K +$218K +1,718 New
38 39
40
41 42