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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
701
Carolinas Wealth Consulting
North Carolina
$553K +$518K +12,096 New
MWP
702
MYCIO Wealth Partners
Pennsylvania
$551K -$8.99K -210 -2%
FIM
703
Fernwood Investment Management
Massachusetts
$551K – – –
AWCI
704
Alpine Woods Capital Investors
New York
$550K – – –
RC
705
Rovin Capital
Arizona
$547K +$511K +11,942 New
LW
706
Linscomb Wealth
Texas
$545K +$7.36K +172 +1%
ECA
707
Elevated Capital Advisors
Utah
$541K +$506K +11,810 New
MIA
708
MainStreet Investment Advisors
Illinois
$540K -$65.6K -1,532 -12%
LWS
709
Lucia Wealth Services
California
$537K +$135K +3,160 +37%
RA
710
RFG Advisory
Alabama
$536K -$1.37K -32 -0.3%
PJSIMP
711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K – – –
DWM
712
Doyle Wealth Management
Florida
$523K -$1.46K -34 -0.3%
AFS
713
Access Financial Services
Minnesota
$521K -$5.14K -120 -1%
MAFM
714
Mid Atlantic Financial Management
Pennsylvania
$520K -$175K -4,092 -27%
IAN
715
Integrated Advisors Network
Texas
$520K +$485K +11,338 New
BJ
716
Brouwer & Janachowski
California
$518K – – –
GT
717
Greenleaf Trust
Michigan
$515K -$14.8K -346 -3%
ISB
718
Iowa State Bank
Iowa
$514K – – –
SNT
719
Security National Trust
West Virginia
$513K +$115K +2,684 +32%
FIM
720
Frontier Investment Management
Texas
$511K -$40.6K -948 -8%
PFG
721
PAX Financial Group
Texas
$510K +$430K +10,044 New
WAS
722
WESPAC Advisors SoCal
California
$506K – – –
TW
723
Transform Wealth
Colorado
$502K -$17.6K -412 -4%
BPA
724
Beacon Pointe Advisors
California
$497K +$464K +10,832 New
WC
725
Whitney & Co
New York
$496K – – –
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