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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
826
Townsend Asset Management
North Carolina
$627K -$11.2K -170 -2%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$624K +$224K +3,400 +57%
IWP
828
Icon Wealth Partners
Texas
$623K +$620K +9,386 New
CL
829
Choreo LLC
Illinois
$621K – – –
GP
830
Girard Partners
Pennsylvania
$620K -$325K -4,930 -35%
AWP
831
Ascent Wealth Partners
New York
$619K – – –
CST
832
Charles Schwab Trust
Nevada
$619K +$79.6K +1,206 +15%
HSA
833
HBK Sorce Advisory
Pennsylvania
$619K +$92.3K +1,398 +18%
MSU
834
Mizuho Securities USA
New York
$618K +$615K +9,318 New
CBT
835
Capital Bank & Trust
California
$616K +$229K +3,466 +60%
EP
836
Edgestream Partners
New Jersey
$614K -$5.87M -88,926 -91%
AFA
837
American Financial Advisors
Georgia
$614K +$1.72K +26 +0.3%
JWS
838
Juncture Wealth Strategies
Arizona
$613K -$165K -2,496 -21%
PCIA
839
Prime Capital Investment Advisors
Kansas
$611K +$7.79K +118 +1%
EWA
840
Exencial Wealth Advisors
Oklahoma
$609K +$139K +2,102 +30%
NCM
841
Novare Capital Management
North Carolina
$606K +$184K +2,794 +44%
SS
842
Sunbelt Securities
Texas
$605K -$14.5K -220 -2%
WWM
843
Windsor Wealth Management
Indiana
$604K -$16.9K -256 -3%
VWA
844
V Wealth Advisors
Kansas
$602K +$178K +2,702 +42%
MRCM
845
M&R Capital Management
New Jersey
$601K -$1.26M -19,016 -68%
AC
846
Abbrea Capital
California
$601K +$60.6K +918 +11%
ERIM
847
Eagle Ridge Investment Management
Connecticut
$599K – – –
BAS
848
Brown Advisory Securities
Maryland
$591K -$108K -1,640 -16%
WSFS
849
Wilmington Savings Fund Society
Delaware
$590K -$14K -212 -2%
OPS
850
Orion Portfolio Solutions
Nebraska
$588K -$21.9M -331,070 -97%
32 33
34
35 36