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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1051
Integral Investment Advisors
California
$283K – – –
SFG
1052
Synergy Financial Group
California
$282K – – –
RPC
1053
Rossmore Private Capital
Connecticut
$281K – – –
GWM
1054
GK Wealth Management
Nevada
$281K +$65.1K +430 +31%
SPWM
1055
Straight Path Wealth Management
Michigan
$280K +$606 +4 +0.2%
SPWM
1056
Spartan Planning & Wealth Management
North Carolina
$278K -$70.3K -464 -20%
TIA
1057
Tiemann Investment Advisors
California
$278K – – –
HHGA
1058
Halbert Hargrove Global Advisors
California
$278K +$1.06K +7 +0.4%
VT
1059
Vise Technologies
New York
$277K -$234K -1,543 -46%
GAB
1060
German American Bancorp
Indiana
$277K -$97K -640 -26%
1WA
1061
180 Wealth Advisors
Washington
$276K -$50.8K -335 -16%
MSFS
1062
Main Street Financial Solutions
Pennsylvania
$276K +$33.9K +224 +14%
LA
1063
Lifeworks Advisors
Michigan
$275K -$5.91K -39 -2%
FUBT
1064
First United Bank & Trust
Maryland
$274K -$38.6K -255 -13%
PFM
1065
Peak Financial Management
Massachusetts
$274K -$30.3K -200 -10%
OC
1066
Opinicus Capital
Florida
$272K +$42.9K +283 +19%
FFL
1067
Financial Freedom LLC
Ohio
$271K – – –
GCA
1068
Greenwood Capital Associates
South Carolina
$270K -$21.1K -139 -7%
GPW
1069
Gray Private Wealth
Massachusetts
$270K – – –
MBT
1070
Montecito Bank & Trust
California
$270K +$265K +1,750 New
GPA
1071
Garrison Point Advisors
California
$268K -$4.54K -30 -2%
EG
1072
Ellerson Group
Maryland
$268K +$263K +1,739 New
SSW
1073
Stone Summit Wealth
Florida
$268K -$16.7K -110 -6%
PNC
1074
Park National Corp
Ohio
$267K -$50.9K -336 -16%
HA
1075
Hanover Advisors
South Carolina
$267K +$263K +1,734 New
41 42
43
44 45