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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Cypress Capital
Tennessee
$978K -$71K -1,040 -6%
DI
727
Disciplined Investments
Oklahoma
$976K +$136 +2 +0%
PFS
728
Prospera Financial Services
Texas
$976K +$30.8K +452 +3%
MSAM
729
Moloney Securities Asset Management
Missouri
$975K -$12.8K -188 -1%
CIA
730
Cladis Investment Advisory
Montana
$970K +$19.7K +288 +2%
MSFS
731
Main Street Financial Solutions
Pennsylvania
$969K +$3.41K +50 +0.3%
CMI
732
Clare Market Investments
Texas
$967K -$140K -2,046 -11%
WAS
733
Wealth Advisory Solutions
Indiana
$966K -$32.8K -480 -3%
LSA
734
Lion Street Advisors
Texas
$962K -$288K -4,226 -21%
JA
735
JVL Associates
Michigan
$956K – – –
AP
736
Appleton Partners
Massachusetts
$947K -$5.73K -84 -0.5%
CCA
737
Clearwater Capital Advisors
Illinois
$944K – – –
FCH
738
Freestone Capital Holdings
Washington
$939K -$179K -2,622 -14%
FFWM
739
Future Financial Wealth Management
Ohio
$936K +$1.01M +14,732 New
LL
740
LPWM LLC
Minnesota
$933K -$3.28K -48 -0.3%
WAM
741
Worth Asset Management
Texas
$930K +$671K +9,828 +168%
FT
742
Fiduciary Trust
Massachusetts
$929K +$487K +7,138 +84%
OPWM
743
Oxinas Partners Wealth Management
Indiana
$928K -$118K -1,722 -10%
KPWG
744
KFA Private Wealth Group
Virginia
$927K -$28.4K -416 -3%
AI
745
Atom Investors
Texas
$921K +$460K +6,740 +77%
WT
746
Washington Trust
Rhode Island
$916K – – –
SCM
747
Stevens Capital Management
Pennsylvania
$915K -$14.6K -214 -1%
LWM
748
Lyell Wealth Management
California
$910K -$138K -2,028 -12%
AWM
749
Activest Wealth Management
Florida
$905K +$507K +7,424 +120%
OSAM
750
O'Shaughnessy Asset Management
Connecticut
$903K +$157K +2,302 +18%
28 29
30
31 32