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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1026
Westside Investment Management
California
$484K – – –
VA
1027
Vident Advisory
Georgia
$484K -$10.3K -59 -2%
HCP
1028
Hamilton Capital Partners
Georgia
$477K – – –
FWI
1029
Facet Wealth Inc
Maryland
$476K +$100K +577 +29%
KFP
1030
KMG Fiduciary Partners
Ohio
$476K – – –
VAS
1031
Valicenti Advisory Services
New York
$472K +$13K +75 +3%
CWWM
1032
Clear Wave Wealth Management
New Jersey
$472K +$174 +1 +0%
SWA
1033
Strategies Wealth Advisors
Michigan
$472K – – –
SMC
1034
Smith, Moore & Co
Missouri
$472K +$120K +689 +37%
IA
1035
IFC Advisors
California
$470K – – –
DIM
1036
Delta Investment Management
California
$470K +$869 +5 +0.2%
LEA
1037
Legacy Edge Advisors
New York
$464K -$24K -138 -5%
TI
1038
tru Independence
Oregon
$461K +$869 +5 +0.2%
BP
1039
BBR Partners
New York
$458K – – –
PMG
1040
Private Management Group
California
$455K -$17.4K -100 -4%
SHJ
1041
Sharkey, Howes & Javer
Colorado
$454K – – –
SW
1042
SteelPeak Wealth
California
$452K -$11.4M -65,393 -96%
QP
1043
Quartz Partners
New York
$450K +$117K +673 +38%
CFS
1044
CRA Financial Services
New Jersey
$450K +$174 +1 +0%
SIM
1045
Samara Investment Management
Oregon
$448K +$6.43K +37 +2%
FWM
1046
Fingerlakes Wealth Management
New York
$448K +$1.04K +6 +0.2%
MAP
1047
Managed Asset Portfolios
Michigan
$446K – – –
EWA
1048
Eagle Wealth Advisors
Connecticut
$445K – – –
BF
1049
BOK Financial
Oklahoma
$444K – – –
APA
1050
Astoria Portfolio Advisors
New York
$444K +$14.4K +83 +4%
40 41
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