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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1051
Oak Harbor Wealth Partners
North Carolina
$10.1K – – –
AC
1052
AlphaCore Capital
California
$10K – – –
GA
1053
GoalVest Advisory
New York
$9.43K +$3.1K +29 +45%
BC
1054
Belmont Capital
California
$8.92K – – –
AWM
1055
Abound Wealth Management
Tennessee
$8.01K -$1.82K -17 -18%
TIM
1056
Tortoise Investment Management
New York
$8.01K – – –
OC
1057
Oakworth Capital
Alabama
$7.91K -$428 -4 -5%
KA
1058
Kozak & Associates
Colorado
$7.76K +$8.24K +77 New
FGA
1059
Fortis Group Advisors
New Jersey
$7.62K +$8.03K +75 New
MPWT
1060
MassMutual Private Wealth & Trust
Connecticut
$7.6K -$24.7K -231 -75%
PP
1061
PFS Partners
New Jersey
$7.46K +$107 +1 +1%
AFS
1062
Annapolis Financial Services
Maryland
$7.4K – – –
ST
1063
Smithfield Trust
Pennsylvania
$7K – – –
MFA
1064
McClarren Financial Advisors
Pennsylvania
$7K +$107 +1 +1%
CWC
1065
Carolinas Wealth Consulting
North Carolina
$6.94K -$231K -2,161 -97%
IBOK
1066
Independence Bank of Kentucky
Kentucky
$6.39K – – –
NCM
1067
Northwest Capital Management
Oregon
$6.18K – – –
CSB
1068
City State Bank
Iowa
$6K – – –
NC
1069
NewSquare Capital
Pennsylvania
$5.78K +$6.1K +57 New
MRCM
1070
M&R Capital Management
New Jersey
$5.58K – – –
EAM
1071
Eukles Asset Management
Ohio
$5.47K – – –
EWA
1072
EverSource Wealth Advisors
Alabama
$5.07K – – –
RCM
1073
Raleigh Capital Management
North Carolina
$4.9K – – –
BWS
1074
Buck Wealth Strategies
Colorado
$4.26K +$4.5K +42 New
IRC
1075
Investors Research Corp
Georgia
$4.05K – – –
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