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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1101
CrossGen Wealth
North Carolina
$289K +$287K +1,863 New
PIM
1102
Penobscot Investment Management
Massachusetts
$288K -$2.31K -15 -0.8%
MWAM
1103
Manhattan West Asset Management
California
$288K +$286K +1,857 New
MW
1104
Members Wealth
Pennsylvania
$288K +$64.3K +418 +31%
WA
1105
WealthTrust Axiom
Pennsylvania
$287K – – –
OCM
1106
Orleans Capital Management
Louisiana
$286K – – –
LWL
1107
Leo Wealth LLC
Texas
$284K +$281K +1,829 New
GWM
1108
GK Wealth Management
Nevada
$284K +$615 +4 +0.2%
SFG
1109
Synergy Financial Group
California
$283K – – –
RPC
1110
Rossmore Private Capital
Connecticut
$283K – – –
SMC
1111
Smith, Moore & Co
Missouri
$283K -$15.2K -99 -5%
SPWM
1112
Straight Path Wealth Management
Michigan
$282K +$615 +4 +0.2%
HHGA
1113
Halbert Hargrove Global Advisors
California
$280K +$769 +5 +0.3%
TIA
1114
Tiemann Investment Advisors
California
$279K – – –
MCCP
1115
Mission Creek Capital Partners
California
$278K -$14.9K -97 -5%
PFM
1116
Peak Financial Management
Massachusetts
$275K – – –
GAB
1117
German American Bancorp
Indiana
$275K -$3.23K -21 -1%
MSFS
1118
Main Street Financial Solutions
Pennsylvania
$275K -$2.46K -16 -0.9%
SFG
1119
SevenBridge Financial Group
Pennsylvania
$273K – – –
KIC
1120
Kensington Investment Counsel
California
$273K +$270K +1,758 New
FFL
1121
Financial Freedom LLC
Ohio
$272K – – –
GWMR
1122
GC Wealth Management RIA
Massachusetts
$272K -$30K -195 -10%
GPW
1123
Gray Private Wealth
Massachusetts
$272K – – –
MTIC
1124
Missouri Trust & Investment Company
Missouri
$272K +$15.4K +100 +6%
WIA
1125
Wetzel Investment Advisors
Indiana
$272K +$10.3K +67 +4%
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45
46 47