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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
801
Adamsbrown Wealth Consultants
Kansas
$1.32M +$1.25M +15,154 New
FTA
802
Financial & Tax Architects
Missouri
$1.3M +$165K +2,006 +15%
TI
803
Trexquant Investment
Connecticut
$1.29M -$242K -2,936 -17%
EWA
804
Exencial Wealth Advisors
Oklahoma
$1.28M +$1.22M +14,762 New
CIM
805
Contravisory Investment Management
Massachusetts
$1.28M +$824 +10 +0.1%
WPP
806
Whalerock Point Partners
Rhode Island
$1.27M +$104K +1,260 +9%
LC
807
Lavaca Capital
Texas
$1.27M – – –
MSFS
808
Main Street Financial Solutions
Pennsylvania
$1.27M -$173K -2,098 -13%
HCM
809
Hudson Capital Management
New Jersey
$1.26M -$316K -3,838 -21%
RAM
810
Riggs Asset Management
Pennsylvania
$1.26M +$919K +11,154 +329%
DWM
811
Dorchester Wealth Management
Quebec, Canada
$1.26M – – –
BBNB
812
Baker Boyer National Bank
Washington
$1.25M +$1.19M +14,408 New
FNBOMD
813
First National Bank of Mount Dora
Florida
$1.25M -$95.9K -1,164 -7%
FFA
814
Founders Financial Alliance
North Carolina
$1.25M -$27.7K -336 -2%
EHPM
815
Emery Howard Portfolio Management
California
$1.25M +$1.98K +24 +0.2%
RIA
816
Regal Investment Advisors
Michigan
$1.24M +$17K +206 +1%
CMI
817
Clare Market Investments
Texas
$1.24M +$33.4K +406 +3%
BL
818
BFSG LLC
California
$1.23M +$23.6K +286 +2%
MFG
819
Menard Financial Group
Texas
$1.23M +$506K +6,144 +77%
IWN
820
Independent Wealth Network
Iowa
$1.23M -$96.4K -1,170 -8%
CWM
821
Comprehensive Wealth Management
Washington
$1.23M +$173K +2,102 +18%
EL
822
Essex LLC
Illinois
$1.23M +$73.5K +892 +7%
CT
823
Cambridge Trust
Massachusetts
$1.22M +$404K +4,908 +54%
MWM
824
Mission Wealth Management
California
$1.21M -$8.23K -100 -0.7%
PCIA
825
Prime Capital Investment Advisors
Kansas
$1.21M +$327K +3,972 +40%
31 32
33
34 35