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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
526
WNY Asset Management
New York
$3.42M +$30.6K +388 +1%
BP
527
Ballentine Partners
Massachusetts
$3.41M – – –
RF
528
Rollins Financial
Georgia
$3.4M +$164K +2,082 +6%
HWA
529
Heritage Wealth Advisors
Virginia
$3.39M -$51.2K -650 -2%
VFM
530
Valley Financial Management
New York
$3.38M +$71.7K +910 +2%
9WM
531
9258 Wealth Management
Ohio
$3.35M -$382K -4,844 -11%
AWCI
532
Alpine Woods Capital Investors
New York
$3.35M – – –
CAG
533
Csenge Advisory Group
Florida
$3.34M -$18.1K -230 -0.6%
JWA
534
JFS Wealth Advisors
Pennsylvania
$3.32M +$66.1K +838 +2%
WJWM
535
Williams Jones Wealth Management
New York
$3.32M -$75.7K -960 -2%
MPPLM
536
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.32M +$3.01M +38,154 New
SVWAG
537
Sound View Wealth Advisors Group
Georgia
$3.29M +$287K +3,640 +11%
RWA
538
Roberts Wealth Advisors
California
$3.29M -$72.8K -924 -2%
CA
539
Calton & Associates
Florida
$3.29M +$200K +2,542 +7%
PT
540
Plimoth Trust
Massachusetts
$3.28M -$499K -6,334 -14%
CFG
541
Citizens Financial Group
Rhode Island
$3.27M +$168K +2,132 +6%
FFP
542
Forbes Financial Planning
Rhode Island
$3.26M -$2.21K -28 -0.1%
SFA
543
Sequoia Financial Advisors
Ohio
$3.25M +$707K +8,964 +32%
AFS
544
AFG Fiduciary Services
Massachusetts
$3.25M -$206K -2,616 -7%
SFM
545
Signet Financial Management
New Jersey
$3.24M -$53.3K -676 -2%
AWA
546
Acorn Wealth Advisors
Michigan
$3.24M +$18.3K +232 +0.6%
DWP
547
Destiny Wealth Partners
Florida
$3.2M – – –
SLFPAM
548
St. Louis Financial Planners Asset Management
Missouri
$3.19M -$26K -330 -0.9%
PI
549
Pachira Investments
California
$3.19M +$2.89M +36,672 New
GLA
550
Good Life Advisors
Pennsylvania
$3.18M +$156K +1,980 +6%
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