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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
726
BRR OpCo
Ohio
$219K +$239K +7,074 New
SFA
727
Semmax Financial Advisors
North Carolina
$218K +$238K +7,044 New
FPS
728
Fieldpoint Private Securities
Connecticut
$217K – – –
WA
729
WESPAC Advisors
California
$217K +$203 +6 +0.1%
ACM
730
Azimuth Capital Management
Michigan
$216K +$235K +6,960 New
SS
731
Sunbelt Securities
Texas
$215K +$5.41K +160 +2%
APSP
732
Asset Planning Services (Pennsylvania)
Pennsylvania
$214K +$1.08K +32 +0.5%
BFG
733
Bouchey Financial Group
New York
$214K +$233K +6,900 New
EWF
734
Epstein & White Financial
California
$212K -$254K -7,506 -52%
HPWM
735
Highland Private Wealth Management
Washington
$212K – – –
AWS
736
AJ Wealth Strategies
New York
$212K +$231K +6,834 New
BCM
737
Brookstone Capital Management
Illinois
$211K -$6.93M -204,774 -97%
SWM
738
Sanctuary Wealth Management
Idaho
$211K -$4.4K -130 -2%
TWM
739
TLW Wealth Management
Florida
$211K +$230K +6,796 New
SYBT
740
Stock Yards Bank & Trust
Kentucky
$209K – – –
WAS
741
WESPAC Advisors SoCal
California
$209K – – –
BCM
742
BTR Capital Management
California
$209K +$229K +6,760 New
WA
743
WP Advisors
California
$208K +$16.3K +482 +8%
WF
744
WealthTrust Fairport
Ohio
$207K +$216K +6,380 +2,231%
CBFP
745
Cedar Brook Financial Partners
Ohio
$207K +$225K +6,664 New
DIM
746
Delta Investment Management
California
$207K +$226K +6,690 New
NEPWA
747
New England Private Wealth Advisors
Massachusetts
$206K – – –
RWA
748
River Wealth Advisors
Pennsylvania
$206K +$9.61K +284 +4%
LWCFA
749
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$205K – – –
AAM
750
American Asset Management
Florida
$204K +$10.8K +320 +5%
28 29
30
31 32