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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1126
Sage Mountain Advisors
Georgia
$29.9K +$4.59K +39 +20%
DF
1127
DecisionPoint Financial
Arizona
$29.8K – – –
SIS
1128
Sound Income Strategies
Florida
$29.6K -$6K -51 -18%
MCM
1129
Manchester Capital Management
Vermont
$29K – – –
CPA
1130
Clear Point Advisors
New York
$28.5K – – –
CSS
1131
Cubist Systematic Strategies
Connecticut
$28K +$26.1K +222 New
GI
1132
Gradient Investments
Minnesota
$27.2K +$12.1K +103 +91%
ME
1133
McIlrath & Eck
Washington
$25.3K +$23.7K +201 New
LWA
1134
Lowe Wealth Advisors
Maryland
$25.2K -$5.88K -50 -20%
FWM
1135
FSA Wealth Management
Massachusetts
$25.2K – – –
NSIM
1136
North Star Investment Management
Illinois
$25.2K +$23.5K +200 New
APW
1137
Acima Private Wealth
Virginia
$24.7K – – –
OHWP
1138
Oak Harbor Wealth Partners
North Carolina
$24.4K – – –
BAM
1139
Bellevue Asset Management
Washington
$24.2K – – –
KFI
1140
Key Financial Inc
Pennsylvania
$24.2K – – –
AWM
1141
Abound Wealth Management
Tennessee
$24K +$13.1K +111 +141%
WWP
1142
WR Wealth Planners
Missouri
$22.7K +$21.2K +180 New
NIC
1143
Northwest Investment Counselors
Oregon
$22.5K +$21.1K +179 New
HFM
1144
Hartford Financial Management
Connecticut
$22K -$12K -102 -37%
RG
1145
Retirement Group
California
$21.8K -$340K -2,889 -94%
WAS
1146
Winch Advisory Services
Wisconsin
$20.9K +$118 +1 +0.6%
CFFP
1147
Center for Financial Planning
Michigan
$20.8K – – –
PP
1148
Pacifica Partners
Canada
$20.5K – – –
FCMT
1149
Founders Capital Management (Texas)
Texas
$20.4K – – –
CLOS
1150
Compagnie Lombard Odier SCmA
Switzerland
$20.4K – – –
44 45
46
47 48