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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Acima Private Wealth
Virginia
$21K – – –
BAM
1027
Bellevue Asset Management
Washington
$20.6K – – –
KFI
1028
Key Financial Inc
Pennsylvania
$20.6K +$2.21K +22 +13%
DI
1029
Disciplined Investments
Oklahoma
$20.6K +$3.02K +30 +19%
FBC
1030
Fairfield, Bush & Co
Connecticut
$20.4K +$19.1K +190 New
TFP
1031
Tilia Fiduciary Partners
North Carolina
$20K +$101 +1 +0.5%
ME
1032
McIlrath & Eck
Washington
$19.1K – – –
CNBTD
1033
Citizens National Bank Trust Department
Mississippi
$18.2K – – –
WAS
1034
Winch Advisory Services
Wisconsin
$18K +$101 +1 +0.6%
CFFP
1035
Center for Financial Planning
Michigan
$17.7K – – –
BWA
1036
BDO Wealth Advisors
Florida
$17.6K – – –
CLOS
1037
Compagnie Lombard Odier SCmA
Switzerland
$17.4K – – –
HS
1038
Horan Securities
United States
$17.3K – – –
TC
1039
Truvestments Capital
Florida
$16.2K – – –
LIA
1040
Luken Investment Analytics
Tennessee
$16.1K – – –
LWA
1041
Lowe Wealth Advisors
Maryland
$16.1K +$15.1K +150 New
CT
1042
Colonial Trust
South Carolina
$16K – – –
EDRH
1043
Edmond de Rothschild Holding
Switzerland
$15.1K -$838K -8,323 -98%
SC
1044
Steph & Co
Wisconsin
$14.9K – – –
DIP
1045
DT Investment Partners
Pennsylvania
$14.4K – – –
TVWM
1046
Tower View Wealth Management
Wisconsin
$13K +$101 +1 +0.8%
MIM
1047
MTM Investment Management
South Carolina
$12.3K – – –
PSB
1048
Piscataqua Savings Bank
New Hampshire
$11.4K – – –
CCA
1049
Column Capital Advisors
Indiana
$10.8K – – –
SWA
1050
Sutton Wealth Advisors
Florida
$10.8K +$10.2K +101 New
40 41
42
43 44