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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1026
TrueWealth Advisors
Alabama
$298K -$15.6K -103 -5%
CWM
1027
Centric Wealth Management
Illinois
$297K +$291K +1,918 New
NCM
1028
Narwhal Capital Management
Georgia
$297K – – –
SMC
1029
Smith, Moore & Co
Missouri
$296K -$6.97K -46 -2%
MA
1030
MJP Associates
Connecticut
$295K +$289K +1,910 New
SCM
1031
Sage Capital Management
New Jersey
$294K +$1.21K +8 +0.4%
AA
1032
Armis Advisers
Georgia
$294K +$288K +1,902 New
CCA
1033
Childress Capital Advisors
Texas
$292K – – –
MCCP
1034
Mission Creek Capital Partners
California
$292K +$606 +4 +0.2%
CWMGO
1035
Capstone Wealth Management Group (Oregon)
Oregon
$292K +$1.97K +13 +0.7%
GWM
1036
Gibbs Wealth Management
Georgia
$290K -$16.8K -111 -6%
PIM
1037
Penobscot Investment Management
Massachusetts
$289K – – –
QCM
1038
QRG Capital Management
Illinois
$289K -$645K -4,259 -69%
UFF
1039
USA Financial Formulas
Michigan
$289K -$152K -1,006 -35%
FA
1040
Fountainhead AM
New Jersey
$288K +$1.06K +7 +0.4%
OFO
1041
OneAscent Family Office
Alabama
$287K +$1.51K +10 +0.5%
FMI
1042
F/M Investments
District of Columbia
$286K +$53.3K +352 +23%
WA
1043
WealthTrust Axiom
Pennsylvania
$285K – – –
LSPW
1044
Lake Street Private Wealth
Illinois
$285K +$25K +165 +10%
EP
1045
Edgestream Partners
New Jersey
$285K -$322K -2,128 -54%
ECM
1046
Evergreen Capital Management
Washington
$284K +$18K +119 +7%
OCM
1047
Orleans Capital Management
Louisiana
$284K -$141K -930 -34%
WWA
1048
Wealth Watch Advisors
Colorado
$283K -$23.5K -155 -8%
IIA
1049
Integral Investment Advisors
California
$283K – – –
SFG
1050
Synergy Financial Group
California
$282K – – –
40 41
42
43 44