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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
801
Eldridge Investment Advisors
New Hampshire
$769K +$5.6K +80 +0.8%
AIM
802
Aspen Investment Management
Michigan
$769K +$283K +4,042 +63%
CWC
803
Carolinas Wealth Consulting
North Carolina
$767K -$171K -2,446 -19%
AC
804
Abbrea Capital
California
$767K +$92.9K +1,326 +15%
LW
805
Linscomb Wealth
Texas
$765K -$107K -1,522 -13%
CL
806
CPWM LLC
Washington
$762K – – –
AWM
807
Accurate Wealth Management
Florida
$761K +$722K +10,308 New
HIA
808
Harbor Investment Advisory
Maryland
$755K +$420 +6 +0.1%
LSA
809
L & S Advisors
California
$754K +$220K +3,144 +45%
FWM
810
Frontier Wealth Management
Missouri
$754K +$715K +10,210 New
BFO
811
Biltmore Family Office
North Carolina
$753K – – –
PNAA
812
Pictet North America Advisors
Switzerland
$753K – – –
MA
813
MCF Advisors
Kentucky
$749K +$420 +6 +0.1%
AC
814
Alley Company
Illinois
$748K – – –
SIC
815
Samalin Investment Counsel
New York
$740K +$129K +1,836 +22%
UBV
816
United Bank (Virginia)
Virginia
$738K – – –
LIM
817
Leavell Investment Management
Alabama
$736K – – –
CAM
818
CenterStar Asset Management
Illinois
$734K – – –
CRC
819
Curi RMB Capital
Illinois
$732K – – –
CWM
820
Cadence Wealth Management
Massachusetts
$732K +$6.3K +90 +0.9%
FTA
821
Financial & Tax Architects
Missouri
$730K +$138K +1,972 +25%
TW
822
Transform Wealth
Colorado
$730K +$8.55K +122 +1%
NCM
823
Novare Capital Management
North Carolina
$725K +$48.8K +696 +8%
WWM
824
WT Wealth Management
Arizona
$724K -$209K -2,978 -23%
AFS
825
Access Financial Services
Minnesota
$713K -$14K -200 -2%
31 32
33
34 35