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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1301
1900 Wealth Management
Texas
$244K +$229K +1,317 New
TCWM
1302
Total Clarity Wealth Management
Illinois
$244K +$229K +1,316 New
BCMLT
1303
Beacon Capital Management LLC (Tennessee)
Tennessee
$243K +$228K +1,312 New
CL
1304
CLG LLC
California
$242K +$227K +1,304 New
RCP
1305
Roan Capital Partners
Tennessee
$241K – – –
SAM
1306
Synergy Asset Management
Washington
$241K +$4K +23 +2%
CWP
1307
Cyndeo Wealth Partners
Florida
$241K +$226K +1,300 New
RPCONE
1308
Retirement Planning Company of New England
Rhode Island
$240K -$9.38K -54 -4%
EI
1309
EFG International
$240K -$66.4K -382 -23%
CD
1310
Chapin Davis
Maryland
$240K – – –
PBK
1311
Peoples Bank (Kansas)
Kansas
$239K -$348 -2 -0.2%
TWPM
1312
Total Wealth Planning & Management
Florida
$239K +$224K +1,290 New
KFSC
1313
Keystone Financial Services (Colorado)
Colorado
$238K – – –
AGP
1314
Autumn Glory Partners
Texas
$236K -$20K -115 -8%
GFP
1315
Gryphon Financial Partners
Ohio
$235K – – –
KI
1316
KTF Investments
California
$235K -$174K -1,000 -44%
APFP
1317
Action Point Financial Planning
Michigan
$235K +$217K +1,249 New
GCA
1318
Greenwood Capital Associates
South Carolina
$234K -$14.1K -81 -6%
LFS
1319
Legacy Financial Strategies
Kansas
$233K -$4.34K -25 -2%
WB
1320
West Bancorporation
Iowa
$233K – – –
HPWM
1321
High Point Wealth Management
New Jersey
$232K -$50.4K -290 -19%
CHC
1322
City Holding Co
West Virginia
$232K -$4.87K -28 -2%
SCTC
1323
Sanibel Captiva Trust Company
Florida
$232K +$217K +1,250 New
LOWM
1324
Laurel Oak Wealth Management
New Jersey
$231K +$216K +1,245 New
UFF
1325
USA Financial Formulas
Michigan
$231K -$13.2K -76 -6%
51 52
53
54 55