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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
801
MGO One Seven
Ohio
$84K +$92K +2,720 New
DWM
802
Destination Wealth Management
California
$79K -$15.4K -454 -15%
BWA
803
Burt Wealth Advisors
Maryland
$74K – – –
MIM
804
Macroview Investment Management
Maryland
$72K -$3.38K -100 -4%
TODC
805
Trustees of Dartmouth College
New Hampshire
$71K +$77.9K +2,302 New
AWM
806
Aevitas Wealth Management
Massachusetts
$69K +$203 +6 +0.3%
TCM
807
Tradewinds Capital Management
Washington
$66K – – –
TWA
808
TCI Wealth Advisors
Arizona
$66K +$29.8K +882 +71%
PWMG
809
Prestige Wealth Management Group
New Jersey
$65K +$70.6K +2,088 New
FRA
810
Front Row Advisors
California
$64K – – –
CT
811
Clearstead Trust
Maine
$62K +$67.7K +2,000 New
SFSG
812
Stearns Financial Services Group
North Carolina
$61K -$7.24K -214 -10%
LFG
813
LifePlan Financial Group
Ohio
$57K – – –
THWM
814
Taylor Hoffman Wealth Management
Virginia
$56K – – –
MFW
815
Mosaic Family Wealth
Missouri
$55K +$68 +2 +0.1%
PWM
816
PRW Wealth Management
Massachusetts
$55K +$60K +1,774 New
WCM
817
Whitener Capital Management
North Carolina
$54K – – –
HR
818
Howe & Rusling
New York
$50K +$3.38K +100 +7%
TL
819
TrueWealth LLC
Georgia
$50K +$34K +1,004 +167%
CA
820
Claro Advisors
Massachusetts
$49K +$43.8K +1,294 New
RMC
821
Resources Management Corp
Connecticut
$46K +$15.4K +456 +44%
VCM
822
Versant Capital Management
Arizona
$46K +$50.6K +1,496 New
CFN
823
Cordasco Financial Network
Florida
$45K +$40.8K +1,206 +524%
MWC
824
MBM Wealth Consultants
Missouri
$45K +$49.2K +1,454 New
PA
825
Perennial Advisors
New York
$44K – – –
31 32
33
34 35