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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
Telemus Capital
Michigan
$931K – – –
ACM
927
Allred Capital Management
Texas
$926K -$71K -862 -7%
MA
928
MBA Advisors
Pennsylvania
$920K -$690K -8,382 -44%
CWM
929
Cadence Wealth Management
Massachusetts
$917K -$42K -510 -5%
WDL
930
Well Done LLC
Michigan
$917K +$869K +10,550 New
PJSIMP
931
P.J. Schmidt Investment Management (PJS)
Wisconsin
$915K – – –
SWMP
932
Signature Wealth Management Partners
New Jersey
$915K – – –
CWP
933
Curated Wealth Partners
California
$913K – – –
CFD
934
Creative Financial Designs
Indiana
$911K -$285K -3,456 -25%
EIA
935
Eldridge Investment Advisors
New Hampshire
$911K – – –
BCV
936
Banque Cantonale Vaudoise
Switzerland
$911K +$863K +10,478 New
CWC
937
Carolinas Wealth Consulting
North Carolina
$908K +$5.76K +70 +0.7%
VWA
938
V Wealth Advisors
Kansas
$901K -$38.2K -464 -4%
ZF
939
Zhang Financial
Michigan
$899K – – –
MAS
940
Madden Advisory Services
Florida
$897K +$165 +2 +0%
MIM
941
Marco Investment Management
Georgia
$896K +$18.3K +222 +2%
CL
942
Choreo LLC
Illinois
$888K – – –
BFO
943
Biltmore Family Office
North Carolina
$887K – – –
PNAA
944
Pictet North America Advisors
Switzerland
$887K – – –
AIM
945
Aspen Investment Management
Michigan
$883K -$22.2K -270 -3%
AC
946
Alley Company
Illinois
$881K – – –
GT
947
Greenleaf Trust
Michigan
$879K +$26.8K +326 +3%
UBV
948
United Bank (Virginia)
Virginia
$869K – – –
CA
949
Clearstead Advisors
Ohio
$866K +$595K +7,230 +265%
SPFA
950
Summit Place Financial Advisors
New Jersey
$862K -$118K -1,430 -13%
36 37
38
39 40