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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
1101
Two West Capital Advisors
Kansas
$200K +$216K +1,595 New
HT
1102
Heritage Trust
Oklahoma
$200K +$206K +1,526 New
FRA
1103
Front Row Advisors
California
$199K – – –
SFC
1104
SYM Financial Corp
Indiana
$196K -$14.7K -109 -7%
CT
1105
Caldwell Trust
Florida
$194K – – –
PP
1106
Paloma Partners
Connecticut
$194K +$37.7K +279 +23%
EWA
1107
EverSource Wealth Advisors
Alabama
$192K +$29.5K +218 +17%
PAI
1108
Pittenger & Anderson Inc
Nebraska
$190K -$8.11K -60 -4%
BAM
1109
Byrne Asset Management
New Jersey
$188K +$18.6K +138 +11%
MWA
1110
Medallion Wealth Advisors
Connecticut
$187K +$78.5K +581 +69%
CWC
1111
Carolinas Wealth Consulting
North Carolina
$185K -$5.54K -41 -3%
HPC
1112
HM Payson & Co
Maine
$179K +$13.1K +97 +8%
SIS
1113
Sound Income Strategies
Florida
$178K +$128K +949 +230%
DI
1114
DAGCO Inc
Ohio
$174K +$179K +1,327 New
MTIC
1115
Missouri Trust & Investment Company
Missouri
$169K -$6.76K -50 -4%
PAG
1116
Paladin Advisory Group
Iowa
$163K – – –
VWM
1117
Valley Wealth Managers
New Jersey
$163K -$110K -812 -40%
DIP
1118
DT Investment Partners
Pennsylvania
$161K +$88.1K +652 +114%
RWM
1119
Raffa Wealth Management
District of Columbia
$156K – – –
WSCM
1120
Wellington Shields Capital Management
New York
$155K -$676 -5 -0.4%
CCM
1121
Coldstream Capital Management
Washington
$152K -$93.6K -693 -37%
CB
1122
Community Bank
New York
$149K – – –
NS
1123
NBC Securities
Alabama
$148K +$153K +1,130 +113,000%
CFO
1124
CVA Family Office
Colorado
$148K +$10.3K +76 +7%
LI
1125
LRI Investments
Florida
$145K +$33.9K +251 +29%
43 44
45
46 47