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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
976
The Family Firm
Maryland
$620K +$27K +392 +5%
IWP
977
Icon Wealth Partners
Texas
$619K +$564K +8,202 New
EGWAG
978
Elwood & Goetz Wealth Advisory Group
Georgia
$612K +$221K +3,216 +66%
BFA
979
Beacon Financial Advisory
Ohio
$608K +$413 +6 +0.1%
CRC
980
Curi RMB Capital
Illinois
$606K +$7.43K +108 +1%
MFG
981
Menard Financial Group
Texas
$606K -$164K -2,382 -23%
AFA
982
American Financial Advisors
Georgia
$606K -$551 -8 -0.1%
SDWMA
983
Schneider Downs Wealth Management Advisors
Pennsylvania
$605K -$16K -232 -3%
FCM
984
Family Capital Management
Michigan
$604K +$301K +4,368 +120%
MGIA
985
Moneta Group Investment Advisors
Missouri
$602K +$142K +2,058 +35%
BWA
986
BDO Wealth Advisors
Florida
$602K – – –
FWSM
987
First Wilshire Securities Management
California
$596K – – –
R
988
Rebalance
California
$595K +$1.1K +16 +0.2%
AFAS
989
Acorn Financial Advisory Services
Virginia
$593K +$33K +480 +7%
EHC
990
Everett Harris & Co
California
$593K – – –
LW
991
Linscomb Wealth
Texas
$590K -$76.2K -1,108 -12%
PI
992
PFG Investments
New York
$588K +$536K +7,790 New
WBCM
993
Wilson & Boucher Capital Management
California
$588K +$13.8K +200 +3%
BWM
994
Birchcreek Wealth Management
Ohio
$581K +$530K +7,698 New
MPWT
995
MassMutual Private Wealth & Trust
Connecticut
$581K -$28.9K -420 -5%
KLCM
996
KG&L Capital Management
Louisiana
$580K -$4.68K -68 -0.9%
AW
997
Alaethes Wealth
Nevada
$579K -$72.3K -1,050 -12%
ATC
998
Argent Trust Co
Tennessee
$576K – – –
SFWA
999
Summit Financial Wealth Advisors
Louisiana
$574K -$3.72K -54 -0.7%
RW
1000
REDW Wealth
New Mexico
$573K -$30.1K -438 -5%
38 39
40
41 42