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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
776
DT Investment Partners
Pennsylvania
$972K – – –
RMAM
777
Raab & Moskowitz Asset Management
New Jersey
$971K -$31.5K -408 -3%
FTA
778
Financial & Tax Architects
Missouri
$971K +$240K +3,116 +32%
NFSG
779
Newbridge Financial Services Group
Florida
$970K +$287K +3,722 +40%
VDI
780
Vaughan David Investments
Illinois
$963K -$283K -3,662 -22%
AIFAIM
781
American Institute for Advanced Investment Management
Arizona
$962K -$47.8K -620 -5%
AP
782
Appleton Partners
Massachusetts
$960K +$120K +1,556 +14%
AIP
783
Ahrens Investment Partners
Louisiana
$955K +$11.3K +146 +1%
EA
784
Elm Advisors
California
$941K – – –
BIM
785
Baldwin Investment Management
Pennsylvania
$938K -$15.4K -200 -2%
TSWM
786
Triangle Securities Wealth Management
North Carolina
$928K -$2.16K -28 -0.2%
CAI
787
Capital Advisors Inc
Oklahoma
$928K +$66.3K +860 +7%
AWM
788
Altium Wealth Management
New York
$925K – – –
SIM
789
Sterling Investment Management
Arizona
$921K -$10.2K -132 -1%
AWA
790
Aaron Wealth Advisors
Illinois
$917K +$15.4K +200 +2%
HH
791
Hilltop Holdings
Texas
$913K -$7.41K -96 -0.8%
VFA
792
Voya Financial Advisors
Connecticut
$907K -$30.9K -400 -3%
BFG
793
Bouchey Financial Group
New York
$907K +$3.86K +50 +0.4%
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$905K +$617 +8 +0.1%
VWM
795
Valley Wealth Managers
New Jersey
$904K -$5.4K -70 -0.6%
PJSIMP
796
P.J. Schmidt Investment Management (PJS)
Wisconsin
$900K – – –
1WM
797
1900 Wealth Management
Texas
$898K – – –
CWM
798
Comprehensive Wealth Management
Washington
$896K +$327K +4,240 +55%
CAM
799
Cresset Asset Management
Illinois
$894K -$324K -4,200 -26%
TPWA
800
TRUE Private Wealth Advisors
Oregon
$894K +$924K +11,976 New
30 31
32
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