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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1026
Childress Capital Advisors
Texas
$279K +$258K +1,894 New
GCA
1027
Greenwood Capital Associates
South Carolina
$279K -$80.5K -590 -24%
PFA
1028
Pure Financial Advisors
California
$279K -$3.41K -25 -1%
MCCP
1029
Mission Creek Capital Partners
California
$278K +$3.82K +28 +2%
CWMGO
1030
Capstone Wealth Management Group (Oregon)
Oregon
$277K +$136 +1 +0.1%
PIM
1031
Penobscot Investment Management
Massachusetts
$277K +$256K +1,875 New
FCG
1032
Fielder Capital Group
Tennessee
$274K – – –
FA
1033
Fountainhead AM
New Jersey
$274K -$316K -2,319 -56%
JSW
1034
Journey Strategic Wealth
New Jersey
$273K – – –
OFO
1035
OneAscent Family Office
Alabama
$273K +$29.3K +215 +13%
WA
1036
WealthTrust Axiom
Pennsylvania
$273K – – –
SSW
1037
Stone Summit Wealth
Florida
$272K -$19.8K -145 -7%
PCA
1038
Purkiss Capital Advisors
Connecticut
$271K +$18K +132 +8%
IIA
1039
Integral Investment Advisors
California
$271K -$10.4K -76 -4%
BWM
1040
BlackDiamond Wealth Management
New York
$270K +$43.1K +316 +21%
SFG
1041
Synergy Financial Group
California
$269K – – –
RPC
1042
Rossmore Private Capital
Connecticut
$269K – – –
LA
1043
Lifeworks Advisors
Michigan
$269K -$9.28K -68 -4%
LIM
1044
Loudon Investment Management
New Hampshire
$268K +$248K +1,820 New
PWAM
1045
Private Wealth Asset Management
Iowa
$267K +$187K +1,370 +311%
SPWM
1046
Straight Path Wealth Management
Michigan
$267K +$546 +4 +0.2%
TIA
1047
Tiemann Investment Advisors
California
$266K – – –
CWA
1048
Capital Wealth Alliance
Arizona
$266K +$7.23K +53 +3%
HHGA
1049
Halbert Hargrove Global Advisors
California
$265K +$682 +5 +0.3%
WIA
1050
Wetzel Investment Advisors
Indiana
$263K -$1.23K -9 -0.5%
40 41
42
43 44