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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Maltin Wealth Management
New Jersey
$605K +$118K +1,860 +24%
FPGK
902
Financial Partners Group (Kansas)
Kansas
$603K +$1.27K +20 +0.2%
NFSG
903
Newbridge Financial Services Group
Florida
$602K +$7.88K +124 +1%
GG
904
Gofen & Glossberg
Illinois
$600K +$148K +2,330 +32%
CWM
905
Chemistry Wealth Management
New York
$600K -$17.8K -280 -3%
ACA
906
Ackerman Capital Advisors
Texas
$598K – – –
SAM
907
Strategy Asset Managers
California
$597K +$149K +2,352 +32%
NPP
908
New Potomac Partners
Maryland
$590K +$103K +1,616 +21%
WPC
909
Wedmont Private Capital
Pennsylvania
$589K +$20.1K +316 +3%
CWP
910
Cyndeo Wealth Partners
Florida
$588K +$600K +9,448 New
LL
911
LWMG LLC
Minnesota
$586K +$598K +9,420 New
PFA
912
Pathway Financial Advisors
Vermont
$585K – – –
AIMC
913
Alley Investment Management Company
Illinois
$584K – – –
SQA
914
Simon Quick Advisors
New Jersey
$584K +$596K +9,386 New
GAA
915
Global Assets Advisory
Florida
$579K +$168K +2,638 +40%
CFO
916
Collective Family Office
Pennsylvania
$576K +$588K +9,260 New
ZCA
917
Zeke Capital Advisors
Pennsylvania
$575K -$97.2K -1,530 -14%
BTI
918
Blue Trust Inc
Georgia
$575K +$241K +3,788 +64%
PRWA
919
Platte River Wealth Advisors
Colorado
$574K +$586K +9,230 New
QPWM
920
Quadrant Private Wealth Management
Pennsylvania
$573K +$585K +9,214 New
IGWM
921
ICA Group Wealth Management
Colorado
$572K +$22.5K +354 +4%
KWM
922
Kaydan Wealth Management
Michigan
$571K -$103K -1,626 -15%
AWM
923
Aries Wealth Management
Maine
$571K – – –
IWA
924
Icon Wealth Advisors
Texas
$569K +$45.3K +714 +8%
CA
925
Clearstead Advisors
Ohio
$566K -$46.4K -730 -7%
35 36
37
38 39