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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
926
Pursue Wealth Partners
California
$926K – – –
FFA
927
Fortune Financial Advisors
Kansas
$926K +$840K +10,652 New
PFSC
928
Peoples Financial Services Corp
Pennsylvania
$923K -$39.4K -500 -4%
CWC
929
Carolinas Wealth Consulting
North Carolina
$921K +$5.83K +74 +0.7%
NCM
930
Noesis Capital Mangement
Florida
$911K -$16.7K -212 -2%
CA
931
Continuum Advisory
Idaho
$908K -$6.31K -80 -0.8%
MFA
932
Mayflower Financial Advisors
Massachusetts
$908K +$102K +1,296 +14%
BFO
933
Biltmore Family Office
North Carolina
$908K – – –
FTA
934
Financial & Tax Architects
Missouri
$906K -$238K -3,020 -22%
BTW
935
Boston Trust Walden
Massachusetts
$898K +$31.7K +402 +4%
BHIC
936
Bassett Hargrove Investment Counsel
Delaware
$898K +$14.5K +184 +1%
MIM
937
Marco Investment Management
Georgia
$896K +$1.58K +20 +0.2%
SFC
938
Strategic Financial Concepts
Texas
$893K -$664K -8,428 -45%
AFG
939
Atomi Financial Group
New York
$890K -$364K -4,620 -31%
TWM
940
Tanglewood Wealth Management
Texas
$890K +$130K +1,654 +19%
VCM
941
Vivaldi Capital Management
Illinois
$889K +$158 +2 +0%
WA
942
WP Advisors
California
$886K +$6.15K +78 +0.8%
AIFAIM
943
American Institute for Advanced Investment Management
Arizona
$883K +$282K +3,580 +54%
GAA
944
Global Assets Advisory
Florida
$880K +$112K +1,420 +16%
SFG
945
SNS Financial Group
Minnesota
$878K – – –
MMH
946
Menora Mivtachim Holdings
Israel
$877K – – –
LGA
947
Lebenthal Global Advisors
New York
$873K -$15K -190 -2%
SM
948
Sweeney & Michel
California
$871K +$1.58K +20 +0.2%
NFSG
949
Newbridge Financial Services Group
Florida
$870K +$192K +2,442 +32%
BFWA
950
Benchmark Financial Wealth Advisors
Florida
$870K -$6.94K -88 -0.9%
36 37
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