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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
Consolidated Capital Management
California
$202K +$187K +1,369 New
KV
1152
Kickstand Ventures
New York
$202K +$186K +1,366 New
NCM
1153
NCM Capital Management
New Jersey
$201K +$186K +1,360 New
DI
1154
DAGCO Inc
Ohio
$196K – – –
SOS
1155
Silver Oak Securities
Tennessee
$191K +$34.1K +250 +24%
UB
1156
UMB Bank
Missouri
$190K -$64.3K -471 -27%
BMM
1157
Berkshire Money Management
Massachusetts
$188K +$174K +1,272 New
HPC
1158
HM Payson & Co
Maine
$187K -$13.2K -97 -7%
S
1159
SignatureFD
Georgia
$183K -$52.5K -385 -24%
JFGIW
1160
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K -$180K -1,317 -52%
SIS
1161
Sound Income Strategies
Florida
$177K -$22K -161 -12%
RWM
1162
Raffa Wealth Management
District of Columbia
$176K – – –
WSCM
1163
Wellington Shields Capital Management
New York
$174K – – –
CB
1164
Community Bank
New York
$168K – – –
CFO
1165
CVA Family Office
Colorado
$166K – – –
BCMLT
1166
Beacon Capital Management LLC (Tennessee)
Tennessee
$163K +$11.9K +87 +9%
FWP
1167
FAS Wealth Partners
Kansas
$163K -$273K -2,000 -64%
SC
1168
SouthState Corp
Florida
$162K – – –
AG
1169
AmeriFlex Group
Nevada
$160K -$2.82M -20,701 -95%
LI
1170
LRI Investments
Florida
$155K -$8.46K -62 -6%
BBHC
1171
Brown Brothers Harriman & Co
New York
$153K – – –
MWA
1172
Medallion Wealth Advisors
Connecticut
$150K -$55.5K -407 -29%
DWA
1173
Delos Wealth Advisors
Texas
$146K +$135K +992 New
UCB
1174
United Community Bank
South Carolina
$143K – – –
HCM
1175
Hollencrest Capital Management
California
$141K -$16.9K -124 -11%
45 46
47
48 49