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State Street Industrial Select Sector SPDR ETF
XLI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1301
Morling Financial Advisors
California
$14.1K +$14.8K +107 New
PSB
1302
Piscataqua Savings Bank
New Hampshire
$14K – – –
BFO
1303
Biltmore Family Office
North Carolina
$13.2K – – –
EWP
1304
Elevation Wealth Partners
California
$13.2K – – –
JFG
1305
JDM Financial Group
Texas
$13.2K – – –
OHWP
1306
Oak Harbor Wealth Partners
North Carolina
$13.2K – – –
UIA
1307
Ulland Investment Advisors
Minnesota
$13K +$10.3K +75 +300%
SRCM
1308
Signature Resources Capital Management
California
$12.5K – – –
CWP
1309
Concord Wealth Partners
Virginia
$12K – – –
BTI
1310
Blue Trust Inc
Georgia
$11.9K -$27.8K -202 -69%
BWL
1311
Bogart Wealth LLC
Virginia
$11.6K +$12.1K +88 New
CAM
1312
Creekmur Asset Management
Illinois
$10.7K – – –
AWM
1313
Abound Wealth Management
Tennessee
$10.4K – – –
TIM
1314
Tortoise Investment Management
New York
$10.4K – – –
OC
1315
Oakworth Capital
Alabama
$10.3K – – –
MA
1316
Modus Advisors
Minnesota
$10K +$10.5K +76 New
MFA
1317
McClarren Financial Advisors
Pennsylvania
$10K – – –
PP
1318
PFS Partners
New Jersey
$9.89K – – –
CMA
1319
Cedar Mountain Advisors
Oregon
$9.88K +$10.3K +75 New
WWP
1320
WR Wealth Planners
Missouri
$9.36K -$8.55K -62 -47%
ST
1321
Smithfield Trust
Pennsylvania
$9K – – –
AI
1322
Arvest Investments
Arkansas
$8.39K – – –
NCM
1323
Northwest Capital Management
Oregon
$8.04K – – –
RS
1324
Rakuten Securities
Japan
$8.04K +$689 +5 +9%
SA
1325
SRH Advisors
Kansas
$7.91K – – –
51 52
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