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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
751
Westshore Wealth
California
$805K +$800K +12,122 New
EFSCE
752
Enterprise Financial Services Corp (EFSC)
Missouri
$804K -$33.4K -506 -4%
AWA
753
Aaron Wealth Advisors
Illinois
$802K – – –
SPFA
754
Summit Place Financial Advisors
New Jersey
$800K -$264K -4,000 -25%
PJSIMP
755
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K – – –
RWA
756
River Wealth Advisors
Pennsylvania
$799K -$132 -2 -0%
S
757
SignatureFD
Georgia
$797K -$3.04K -46 -0.4%
GEM
758
Global Endowment Management
North Carolina
$794K – – –
VWM
759
Valley Wealth Managers
New Jersey
$790K +$61.1K +926 +8%
LW
760
Linscomb Wealth
Texas
$789K – – –
LNWWM
761
Laird Norton Wetherby Wealth Management
California
$788K – – –
BFG
762
Bouchey Financial Group
New York
$786K +$792 +12 +0.1%
KLCM
763
KG&L Capital Management
Louisiana
$786K +$67.2K +1,018 +9%
WC
764
Whitney & Co
New York
$783K +$23.8K +360 +3%
CAI
765
Capital Advisors Inc
Oklahoma
$781K +$283K +4,294 +58%
AP
766
Appleton Partners
Massachusetts
$773K -$9.9K -150 -1%
EWM
767
Empirical Wealth Management
Washington
$770K +$62.4K +946 +9%
NDSI
768
Newman Dignan & Sheerar Inc
Rhode Island
$764K +$132 +2 +0%
EW
769
Evoke Wealth
California
$760K -$83.4K -1,264 -10%
WCM
770
WealthBridge Capital Management
Ohio
$758K -$81.3K -1,232 -10%
GLA
771
Good Life Advisors
Pennsylvania
$754K -$201K -3,048 -21%
RG
772
Rikoon Group
New Mexico
$749K +$1.98K +30 +0.3%
BOPW
773
Brandywine Oak Private Wealth
Pennsylvania
$748K -$63.5K -962 -8%
SNT
774
Security National Trust
West Virginia
$743K – – –
LWM
775
Lyell Wealth Management
California
$741K +$924 +14 +0.1%
29 30
31
32 33