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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
501
Synergy Asset Management
Washington
$2.9M +$2.64M +38,430 New
CA
502
Cumberland Advisors
Florida
$2.89M +$2.64M +38,320 New
NB
503
NBT Bank
New York
$2.89M +$242K +3,520 +10%
PFPT
504
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.88M -$1.87M -27,162 -42%
GFS
505
GYL Financial Synergies
Connecticut
$2.87M -$1.82M -26,406 -41%
VFM
506
Valley Financial Management
New York
$2.87M +$1.14M +16,544 +77%
LPT
507
Legacy Private Trust
Wisconsin
$2.87M +$2.23M +32,450 +589%
SFM
508
Signet Financial Management
New Jersey
$2.87M -$1.06M -15,396 -29%
PWM
509
Peterson Wealth Management
Nevada
$2.86M -$21.3K -310 -0.8%
FFP
510
Forbes Financial Planning
Rhode Island
$2.84M -$667K -9,692 -21%
JWA
511
JFS Wealth Advisors
Pennsylvania
$2.82M -$73.9K -1,074 -3%
LA
512
Legacy Advisors
Pennsylvania
$2.82M -$232K -3,376 -8%
FEM
513
Fulcrum Equity Management
Texas
$2.82M -$231K -3,354 -8%
ACM
514
AUA Capital Management
Pennsylvania
$2.8M – – –
SLFPAM
515
St. Louis Financial Planners Asset Management
Missouri
$2.8M +$2.55M +37,078 New
JIP
516
Jaffetilchin Investment Partners
Florida
$2.8M -$1.21M -17,646 -32%
AWA
517
Acorn Wealth Advisors
Michigan
$2.8M -$17.8K -258 -0.7%
RF
518
Rollins Financial
Georgia
$2.79M +$31.5K +458 +1%
SDAM
519
Shulman DeMeo Asset Management
New York
$2.78M -$33.2K -482 -1%
SP
520
Successful Portfolios
Florida
$2.77M -$32.8K -476 -1%
DWP
521
Destiny Wealth Partners
Florida
$2.75M +$261K +3,792 +12%
IC
522
IEQ Capital
California
$2.71M -$125K -1,822 -5%
PWM
523
Perigon Wealth Management
California
$2.71M -$59.6K -866 -2%
AWM
524
Axxcess Wealth Management
California
$2.69M +$1.04M +15,120 +74%
CFG
525
Citizens Financial Group
Rhode Island
$2.68M -$248K -3,608 -9%
19 20
21
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