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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
676
Keudell/Morrison Wealth Management
Oregon
$3.43M – – –
VPP
677
Vertex Planning Partners
Illinois
$3.43M -$5.85M -50,248 -63%
YWM
678
Yoder Wealth Management
California
$3.42M +$165K +1,414 +5%
IAIM
679
International Assets Investment Management
Florida
$3.42M +$3.43M +29,486 New
FT
680
Fiduciary Trust
Massachusetts
$3.41M +$135K +1,158 +4%
NP
681
NorthRock Partners
Minnesota
$3.41M -$515K -4,426 -13%
LF
682
LifeSteps Financial
California
$3.41M -$181K -1,552 -5%
ERWM
683
Elk River Wealth Management
Colorado
$3.38M +$18.8K +162 +0.6%
NW
684
NewEdge Wealth
Pennsylvania
$3.37M -$8.36M -71,874 -71%
MA
685
MKT Advisors
California
$3.37M +$123K +1,054 +4%
WPC
686
Wedmont Private Capital
Pennsylvania
$3.37M +$81K +696 +2%
VCAM
687
Van Cleef Asset Management
Ohio
$3.36M +$76.8K +660 +2%
KWA
688
Kingswood Wealth Advisors
California
$3.35M +$1.01M +8,720 +43%
WEG
689
World Equity Group
Illinois
$3.34M +$1.42M +12,216 +74%
FCA
690
Fortis Capital Advisors
Kansas
$3.33M – – –
SHJ
691
Sharkey, Howes & Javer
Colorado
$3.33M -$469K -4,028 -12%
NFSG
692
Newbridge Financial Services Group
Florida
$3.32M +$1.09M +9,396 +49%
EGA
693
E&G Advisors
Texas
$3.31M +$140K +1,200 +4%
SP
694
Sequent Planning
Nebraska
$3.31M +$830K +7,134 +33%
SFP
695
Strategic Financial Partners
Oregon
$3.3M +$251K +2,160 +8%
LPT
696
Legacy Private Trust
Wisconsin
$3.28M +$224K +1,922 +7%
IWA
697
IBEX Wealth Advisors
New Jersey
$3.28M +$3.29M +28,236 New
BCA
698
Bay Capital Advisors
Virginia
$3.28M +$3.28M +28,234 New
KCAM
699
Kagan Cocozza Asset Management
New Jersey
$3.27M +$3.27M +28,146 New
SWM
700
Sendero Wealth Management
Texas
$3.26M – – –
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