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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWAM
1101
Manhattan West Asset Management
California
$288K +$286K +1,857 New
MW
1102
Members Wealth
Pennsylvania
$288K +$64.3K +418 +31%
WA
1103
WealthTrust Axiom
Pennsylvania
$287K – – –
OCM
1104
Orleans Capital Management
Louisiana
$286K – – –
LWL
1105
Leo Wealth LLC
Texas
$284K +$281K +1,829 New
GWM
1106
GK Wealth Management
Nevada
$284K +$615 +4 +0.2%
SFG
1107
Synergy Financial Group
California
$283K – – –
RPC
1108
Rossmore Private Capital
Connecticut
$283K – – –
SMC
1109
Smith, Moore & Co
Missouri
$283K -$15.2K -99 -5%
SPWM
1110
Straight Path Wealth Management
Michigan
$282K +$615 +4 +0.2%
HHGA
1111
Halbert Hargrove Global Advisors
California
$280K +$769 +5 +0.3%
TIA
1112
Tiemann Investment Advisors
California
$279K – – –
MCCP
1113
Mission Creek Capital Partners
California
$278K -$14.9K -97 -5%
PFM
1114
Peak Financial Management
Massachusetts
$275K – – –
GAB
1115
German American Bancorp
Indiana
$275K -$3.23K -21 -1%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$275K -$2.46K -16 -0.9%
SFG
1117
SevenBridge Financial Group
Pennsylvania
$273K – – –
KIC
1118
Kensington Investment Counsel
California
$273K +$270K +1,758 New
FFL
1119
Financial Freedom LLC
Ohio
$272K – – –
GWMR
1120
GC Wealth Management RIA
Massachusetts
$272K -$30K -195 -10%
GPW
1121
Gray Private Wealth
Massachusetts
$272K – – –
MTIC
1122
Missouri Trust & Investment Company
Missouri
$272K +$15.4K +100 +6%
WIA
1123
Wetzel Investment Advisors
Indiana
$272K +$10.3K +67 +4%
FUBT
1124
First United Bank & Trust
Maryland
$271K -$4.62K -30 -2%
EG
1125
Ellerson Group
Maryland
$270K – – –
43 44
45
46 47