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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1301
First Heartland Consultants
Missouri
$251K +$7.13K +41 +3%
MCA
1302
Magnolia Capital Advisors
Mississippi
$250K +$15.5K +89 +7%
WWA
1303
Wingate Wealth Advisors
Massachusetts
$249K +$521 +3 +0.2%
KMWM
1304
Keudell/Morrison Wealth Management
Oregon
$248K +$16.5K +95 +8%
BBHC
1305
Brown Brothers Harriman & Co
New York
$248K – – –
WW
1306
Waterfront Wealth
Kansas
$248K – – –
DE
1307
Diversified Enterprises
Delaware
$247K +$348 +2 +0.2%
IC
1308
Inscription Capital
Texas
$247K +$521 +3 +0.2%
IPW
1309
Impact Partnership Wealth
Georgia
$246K +$231K +1,328 New
DI
1310
DAGCO Inc
Ohio
$246K – – –
SIM
1311
Sterling Investment Management
Arizona
$244K +$348 +2 +0.2%
1WM
1312
1900 Wealth Management
Texas
$244K +$229K +1,317 New
TCWM
1313
Total Clarity Wealth Management
Illinois
$244K +$229K +1,316 New
BCMLT
1314
Beacon Capital Management LLC (Tennessee)
Tennessee
$243K +$228K +1,312 New
CL
1315
CLG LLC
California
$242K +$227K +1,304 New
RCP
1316
Roan Capital Partners
Tennessee
$241K – – –
SAM
1317
Synergy Asset Management
Washington
$241K +$4K +23 +2%
CWP
1318
Cyndeo Wealth Partners
Florida
$241K +$226K +1,300 New
RPCONE
1319
Retirement Planning Company of New England
Rhode Island
$240K -$9.38K -54 -4%
EI
1320
EFG International
$240K -$66.4K -382 -23%
CD
1321
Chapin Davis
Maryland
$240K – – –
PBK
1322
Peoples Bank (Kansas)
Kansas
$239K -$348 -2 -0.2%
TWPM
1323
Total Wealth Planning & Management
Florida
$239K +$224K +1,290 New
KFSC
1324
Keystone Financial Services (Colorado)
Colorado
$238K – – –
AGP
1325
Autumn Glory Partners
Texas
$236K -$20K -115 -8%
51 52
53
54 55