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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
976
StrongBox Wealth
Missouri
$423K -$69.6K -1,142 -15%
QPWM
977
Quadrant Private Wealth Management
Pennsylvania
$419K -$19.4K -318 -5%
NPT
978
Nixon Peabody Trust
Massachusetts
$416K – – –
AIM
979
Aspen Investment Management
Michigan
$415K +$1.58K +26 +0.4%
RIM
980
Regent Investment Management
Kentucky
$415K +$6.09K +100 +2%
VWA
981
V Wealth Advisors
Kansas
$414K +$135K +2,210 +53%
SAM
982
Strategy Asset Managers
California
$413K +$68.5K +1,124 +22%
NCM
983
Novare Capital Management
North Carolina
$411K +$33.4K +548 +9%
AA
984
Apriem Advisors
California
$408K -$1.83K -30 -0.5%
ARG
985
Advisory Resource Group
Oklahoma
$407K +$29K +476 +8%
HCP
986
Hexagon Capital Partners
Arkansas
$406K – – –
SB
987
Strategic Blueprint
Georgia
$405K +$27.4K +450 +8%
TC
988
Truvestments Capital
Florida
$404K +$4.87K +80 +1%
TFF
989
The Family Firm
Maryland
$401K -$24.1K -396 -6%
NPP
990
New Potomac Partners
Maryland
$401K +$80.2K +1,316 +27%
MPWT
991
MassMutual Private Wealth & Trust
Connecticut
$400K +$25.6K +420 +7%
CFS
992
CRA Financial Services
New Jersey
$400K +$39.1K +642 +12%
ME
993
McIlrath & Eck
Washington
$399K – – –
ACM
994
Advisors Capital Management
New Jersey
$390K -$11.9K -196 -3%
APW
995
Austin Private Wealth
Texas
$390K -$2.8K -46 -0.8%
FMWA
996
Forvis Mazars Wealth Advisors
Missouri
$390K +$365K +6,000 New
BFS
997
Baskin Financial Services
Ontario, Canada
$389K – – –
ECM
998
ExodusPoint Capital Management
New York
$387K -$76.3K -1,252 -17%
OPW
999
Oxler Private Wealth
New York
$386K +$362K +5,950 New
FPW
1000
Flagship Private Wealth
Massachusetts
$385K +$357K +5,858 New
38 39
40
41 42