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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
976
Welch & Forbes
Massachusetts
$775K – – –
ACM
977
Advance Capital Management
Michigan
$773K +$733K +8,896 New
NCM
978
Next Capital Management
New York
$771K – – –
LSPW
979
Lake Street Private Wealth
Illinois
$771K +$730K +8,870 New
MRCM
980
M&R Capital Management
New Jersey
$770K -$6.59K -80 -0.9%
EHC
981
Everett Harris & Co
California
$769K +$111K +1,350 +18%
SIC
982
Salem Investment Counselors
North Carolina
$765K +$659K +8,000 +1,000%
BFC
983
Blue Fin Capital
Rhode Island
$763K – – –
SCM
984
SOL Capital Management
Maryland
$762K – – –
PFA
985
Pathway Financial Advisors
Vermont
$761K +$774K +9,400 New
VFG
986
V2 Financial group
Illinois
$756K +$8.23K +100 +1%
CL
987
CPWM LLC
Washington
$756K – – –
WCM
988
WealthBridge Capital Management
Ohio
$753K -$151K -1,832 -17%
RPC
989
Rossmore Private Capital
Connecticut
$752K – – –
IP
990
Ignite Planners
California
$751K +$761K +9,242 New
LIA
991
LS Investment Advisors
Michigan
$748K – – –
AFS
992
Access Financial Services
Minnesota
$746K – – –
UB
993
UMB Bank
Missouri
$746K +$706K +8,578 New
3F
994
360 Financial
Minnesota
$745K +$42K +510 +6%
HSA
995
HBK Sorce Advisory
Pennsylvania
$744K -$14.2K -172 -2%
SWM
996
Stockman Wealth Management
Montana
$742K – – –
AWM
997
Activest Wealth Management
Florida
$741K +$135K +1,644 +24%
BAS
998
Brown Advisory Securities
Maryland
$736K – – –
MCM
999
Maryland Capital Management
Maryland
$735K -$137K -1,666 -16%
IWP
1000
Icon Wealth Partners
Texas
$734K -$25.4K -308 -4%
38 39
40
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