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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
1026
Cascades Capital Asset Management
North Carolina
$264K +$276K +2,001 New
SSW
1027
Stone Summit Wealth
Florida
$264K -$689 -5 -0.2%
M
1028
MOTCO
Texas
$263K – – –
FPL
1029
Fortress Private Ledger
North Carolina
$263K +$275K +1,998 New
EP
1030
Edgestream Partners
New Jersey
$263K -$1.88M -13,615 -87%
CCG
1031
Chatham Capital Group
Georgia
$262K – – –
MAMG
1032
Milestone Asset Management Group
Connecticut
$261K +$273K +1,982 New
CWA
1033
Centennial Wealth Advisory
Michigan
$261K -$6.2K -45 -2%
PFM
1034
Peak Financial Management
Massachusetts
$260K -$10.3K -75 -4%
PNC
1035
Park National Corp
Ohio
$259K – – –
ASBI
1036
American State Bank (Iowa)
Iowa
$259K – – –
SAM
1037
Strategy Asset Managers
California
$257K -$72.2K -524 -21%
LEA
1038
Legacy Edge Advisors
New York
$257K -$3.45K -25 -1%
TWA
1039
Talisman Wealth Advisors
New Jersey
$256K -$29.5K -214 -10%
BWP
1040
Burling Wealth Partners
Illinois
$256K +$267K +1,940 New
LSA
1041
L & S Advisors
California
$255K – – –
SFM
1042
Stack Financial Management
Montana
$254K +$2.48K +18 +0.9%
IW
1043
IronOak Wealth
Texas
$254K +$266K +1,930 New
NCM
1044
Narwhal Capital Management
Georgia
$254K – – –
SPC
1045
Spirepoint Private Client
Florida
$251K – – –
SWM
1046
Silverlake Wealth Management
Vermont
$251K -$152K -1,106 -37%
RWP
1047
RWA Wealth Partners
Massachusetts
$250K – – –
CA
1048
Crewe Advisors
Utah
$250K +$138 +1 +0.1%
SPWM
1049
Straight Path Wealth Management
Michigan
$250K +$965 +7 +0.4%
FFM
1050
Forum Financial Management
Illinois
$249K +$13K +94 +5%
40 41
42
43 44