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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1026
Destiny Wealth Partners
Florida
$492K – – –
PWG
1027
Portside Wealth Group
Utah
$491K -$67.1K -386 -13%
CAM
1028
Councilmark Asset Management
Tennessee
$491K – – –
AA
1029
Auxano Advisors
Washington
$488K – – –
FPW
1030
Flywheel Private Wealth
California
$488K – – –
UAG
1031
United Advisor Group
Ohio
$486K +$112K +645 +33%
TVAMP
1032
Tennessee Valley Asset Management Partners
Tennessee
$485K +$123K +707 +37%
WIM
1033
Westside Investment Management
California
$484K – – –
VA
1034
Vident Advisory
Georgia
$484K -$10.3K -59 -2%
RA
1035
Range Advisory
Virginia
$477K -$11.5K -66 -2%
HCP
1036
Hamilton Capital Partners
Georgia
$477K – – –
FWI
1037
Facet Wealth Inc
Maryland
$476K +$100K +577 +29%
KFP
1038
KMG Fiduciary Partners
Ohio
$476K – – –
VAS
1039
Valicenti Advisory Services
New York
$472K +$13K +75 +3%
CWWM
1040
Clear Wave Wealth Management
New Jersey
$472K +$174 +1 +0%
SWA
1041
Strategies Wealth Advisors
Michigan
$472K – – –
SMC
1042
Smith, Moore & Co
Missouri
$472K +$120K +689 +37%
IA
1043
IFC Advisors
California
$470K – – –
DIM
1044
Delta Investment Management
California
$470K +$869 +5 +0.2%
LEA
1045
Legacy Edge Advisors
New York
$464K -$24K -138 -5%
TI
1046
tru Independence
Oregon
$461K +$869 +5 +0.2%
BP
1047
BBR Partners
New York
$458K – – –
PMG
1048
Private Management Group
California
$455K -$17.4K -100 -4%
SHJ
1049
Sharkey, Howes & Javer
Colorado
$454K – – –
SW
1050
SteelPeak Wealth
California
$452K -$11.4M -65,393 -96%
40 41
42
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