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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BPB
801
Badgley, Phelps & Bell
Washington
$212K -$29.7K -780 -13%
PSG
802
Planning Solutions Group
Maryland
$212K +$76 +2 +0%
CIAS
803
Capital Investment Advisory Services
North Carolina
$210K -$4.8K -126 -2%
IP
804
Intellectus Partners
California
$209K +$30.3K +794 +17%
PWP
805
Personal Wealth Partners
Minnesota
$209K +$204K +5,362 New
BOPW
806
Brandywine Oak Private Wealth
Pennsylvania
$208K +$204K +5,346 New
CPA
807
Capital Planning Advisors
California
$206K +$201K +5,278 New
PFM
808
Probabilities Fund Management
New York
$205K -$31.1K -816 -13%
AP
809
Advisors Preferred
Maryland
$203K +$195K +5,120 New
RIS
810
Retirement Income Solutions
Michigan
$203K +$198K +5,196 New
KA
811
Klingman & Associates
New York
$202K +$197K +5,170 New
EBT
812
Enterprise Bank & Trust
Massachusetts
$201K +$196K +5,144 New
TA
813
Tiedemann Advisors
New York
$200K -$548K -14,366 -74%
VWA
814
V Wealth Advisors
Kansas
$200K +$191K +4,998 New
BDS
815
Banco de Sabadell
Florida
$199K -$68.6K -1,800 -26%
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$199K – – –
SLG
817
Stanley-Laman Group
Pennsylvania
$195K +$191K +5,008 New
SMFS
818
Squar Milner Financial Services
California
$194K +$94.5K +2,480 +99%
PMFA
819
Plante Moran Financial Advisors
Michigan
$193K – – –
FAM
820
Foresters Asset Management
Ontario, Canada
$188K – – –
RIA
821
Realta Investment Advisors
Delaware
$180K +$101K +2,658 +135%
AC
822
Avestar Capital
New York
$179K – – –
HDIM
823
Hanson & Doremus Investment Management
Vermont
$179K +$143K +3,748 +446%
YWP
824
YorkBridge Wealth Partners
New York
$178K – – –
NPP
825
New Potomac Partners
Maryland
$176K – – –
31 32
33
34 35