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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
501
Measured Wealth Private Client Group
New Hampshire
$452K +$441K +15,300 New
AIA
502
Allegis Investment Advisors
Idaho
$448K -$171K -5,936 -28%
RIA
503
Regal Investment Advisors
Michigan
$447K -$35.4K -1,230 -8%
EVM
504
Eaton Vance Management
Massachusetts
$443K – – –
CCM
505
Consolidated Capital Management
California
$443K +$5.76K +200 +1%
AFP
506
Ausdal Financial Partners
Iowa
$438K -$13.2K -458 -3%
WTB
507
Washington Trust Bank
Washington
$438K +$341K +11,820 +393%
LCM
508
Lucas Capital Management
New Jersey
$436K – – –
AFS
509
Access Financial Services
Minnesota
$432K -$4.03K -140 -0.9%
WAS
510
WESPAC Advisors SoCal
California
$431K +$46.1K +1,600 +12%
WT
511
Washington Trust
Rhode Island
$429K – – –
CB
512
Community Bank
New York
$426K – – –
WEC
513
Winslow Evans & Crocker
Massachusetts
$422K -$22.4K -778 -5%
AAP
514
Arax Advisory Partners
Colorado
$418K +$317K +11,006 +349%
JWM
515
Jacobus Wealth Management
Wisconsin
$417K -$100K -3,480 -20%
CWM
516
Catamount Wealth Management
Connecticut
$417K -$14.7K -510 -3%
CFD
517
Creative Financial Designs
Indiana
$417K -$8.82K -306 -2%
BP
518
Ballentine Partners
Massachusetts
$417K – – –
GIM
519
Goelzer Investment Management
Indiana
$410K -$8.99K -312 -2%
USGIU
520
U.S. Global Investors (USGI)
Texas
$408K +$398K +13,800 New
TSWM
521
Triangle Securities Wealth Management
North Carolina
$405K – – –
PAS
522
Partnervest Advisory Services
California
$404K -$482K -16,744 -55%
IIA
523
IPG Investment Advisors
California
$395K +$385K +13,352 New
BAM
524
Belpointe Asset Management
Nevada
$390K +$380K +13,192 New
VWM
525
Valley Wealth Managers
New Jersey
$389K -$43.3K -1,502 -10%
19 20
21
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