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State Street Technology Select Sector SPDR ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMH
2551
Sanders Morris Harris
Texas
– -$267K -1,892 Closed
NFA
2552
Northwest Financial Advisors
Virginia
– -$265K -1,882 Closed
NWP
2553
NerdWallet Wealth Partners
New York
– -$257K -1,824 Closed
Foster Group
2554
Foster Group
Iowa
– -$242K -1,718 Closed
BWM
2555
Birchcreek Wealth Management
Ohio
– -$242K -1,716 Closed
PVAMC
2556
PPS&V Asset Management Consultants
Michigan
– -$226K -1,602 Closed
KW
2557
KWB Wealth
California
– -$202K -1,594 Closed
MIM
2558
Miller Investment Management
Pennsylvania
– -$224K -1,586 Closed
BWA
2559
BlueSky Wealth Advisors
North Carolina
– -$220K -1,560 Closed
ES
2560
Eagle Strategies
New York
– -$218K -1,544 Closed
RHP
2561
Royal Harbor Partners
Texas
– -$211K -1,500 Closed
FFS
2562
Fortress Financial Solutions
Arizona
– -$205K -1,458 Closed
PF
2563
Penney Financial
Texas
– -$203K -1,440 Closed
WAAG
2564
Wealth Alliance Advisory Group
Kansas
– -$203K -1,440 Closed
APG
2565
Abacus Planning Group
South Carolina
– -$202K -1,436 Closed
CSA
2566
Cornerstone Select Advisors
Missouri
– -$202K -1,434 Closed
NCM
2567
Northwest Capital Management
Oregon
– -$193K -1,368 Closed
SFO
2568
Stenger Family Office
Illinois
– -$203K -1,356 Closed
Parallax Volatility Advisers
2569
Parallax Volatility Advisers
California
– -$190K -1,314 Closed
CWM
2570
Crowley Wealth Management
Delaware
– -$175K -1,240 Closed
PPA
2571
Painted Porch Advisors
California
– -$168K -1,192 Closed
ABWM
2572
Alpine Bank Wealth Management
Colorado
– -$97.2K -690 Closed
FLP
2573
Financial Life Planners
Arizona
– -$93.5K -664 Closed
BPAMU
2574
BTG Pactual Asset Management US
New York
– -$75.2K -564 Closed
FLFS
2575
Family Legacy Financial Solutions
North Carolina
– -$65.6K -466 Closed