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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
Waystone Advisors
Washington
$360K +$357K +2,321 New
CWA
1002
Centennial Wealth Advisory
Michigan
$359K +$18.6K +121 +6%
WTC
1003
WhitTier Trust Company
Nevada
$359K – – –
BMCM
1004
Bryn Mawr Capital Management
Pennsylvania
$358K +$6.31K +41 +2%
FNBT
1005
FineMark National Bank & Trust
Florida
$358K -$30.8K -200 -8%
DWP
1006
Daymark Wealth Partners
Ohio
$354K – – –
NFC
1007
Northstar Financial Companies
Pennsylvania
$354K -$44.9K -292 -11%
GT
1008
Greenleaf Trust
Michigan
$353K – – –
KI
1009
KTF Investments
California
$352K +$349K +2,270 New
VP
1010
Verum Partners
North Carolina
$352K +$923 +6 +0.3%
TA
1011
TruWealth Advisors
Louisiana
$352K +$4.31K +28 +1%
RWP
1012
RWA Wealth Partners
Massachusetts
$351K – – –
IA
1013
IAM Advisory
Pennsylvania
$351K -$1.39K -9 -0.4%
VFPW
1014
Vantage Financial Partners (Wisconsin)
Wisconsin
$349K -$160K -1,043 -32%
PG
1015
Prostatis Group
Maryland
$349K -$10.6K -69 -3%
OFS
1016
OneAscent Financial Services
Alabama
$348K -$584K -3,798 -63%
BWM
1017
BlackDiamond Wealth Management
New York
$347K +$80.8K +525 +36%
LA
1018
Latitude Advisors
Florida
$345K +$6.62K +43 +2%
SIC
1019
SJS Investment Consulting
Ohio
$344K – – –
MF
1020
Meridian Financial
Massachusetts
$341K +$15.5K +101 +5%
WA
1021
Westfuller Advisors
New York
$339K -$2.62K -17 -0.8%
PFBT
1022
Parkside Financial Bank & Trust
Missouri
$339K +$80.8K +525 +32%
PWAM
1023
Private Wealth Asset Management
Iowa
$339K -$30.8K -200 -8%
LFGO
1024
Legacy Financial Group (Oklahoma)
Oklahoma
$339K -$4.62K -30 -1%
CWG
1025
Crown Wealth Group
North Carolina
$339K +$336K +2,183 New
39 40
41
42 43