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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
PRW Wealth Management
Massachusetts
$816K -$309K -4,440 -26%
MA
802
MONECO Advisors
Connecticut
$811K -$117K -1,674 -12%
PJSIMP
803
P.J. Schmidt Investment Management (PJS)
Wisconsin
$811K – – –
VWM
804
Valley Wealth Managers
New Jersey
$808K -$557 -8 -0.1%
HSA
805
HBK Sorce Advisory
Pennsylvania
$806K +$271K +3,890 +44%
GGS
806
Galvin Gaustad & Stein
Arizona
$803K – – –
ATC
807
Adirondack Trust Company
New York
$801K – – –
SC
808
Solstein Capital
California
$800K +$7.94K +114 +0.9%
PFSC
809
Peoples Financial Services Corp
Pennsylvania
$797K +$511K +7,336 +141%
BFG
810
Bouchey Financial Group
New York
$795K -$10.3K -148 -1%
CHJWM
811
Carlton Hofferkamp & Jenks Wealth Management
Texas
$794K -$94K -1,350 -10%
AWE
812
Avidian Wealth Enterprises
Texas
$793K +$418 +6 +0%
RIA
813
Regal Investment Advisors
Michigan
$792K -$99.3K -1,426 -10%
CFD
814
Creative Financial Designs
Indiana
$792K +$120K +1,726 +16%
LGA
815
Lebenthal Global Advisors
New York
$788K -$13.2K -190 -2%
MW
816
Milestone Wealth
New York
$788K – – –
MRCM
817
M&R Capital Management
New Jersey
$787K -$2.79K -40 -0.3%
CSPIA
818
Cary Street Partners Investment Advisory
Virginia
$786K +$861K +12,366 New
OPPS
819
Obsidian Personal Planning Solutions
Maryland
$776K +$850K +12,208 New
DHFB
820
Dixon Hubard Feinour & Brown
Virginia
$774K -$7.66K -110 -0.9%
LNWWM
821
Laird Norton Wetherby Wealth Management
California
$771K – – –
PCA
822
Pallas Capital Advisors
Massachusetts
$771K +$20.5K +294 +3%
EFSCE
823
Enterprise Financial Services Corp (EFSC)
Missouri
$770K -$32K -460 -4%
FWM
824
Fingerlakes Wealth Management
New York
$770K +$1.95K +28 +0.2%
RWA
825
Ropes Wealth Advisors
Massachusetts
$769K +$5.43K +78 +0.6%
31 32
33
34 35