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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
976
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$754K +$789K +9,198 New
WI
977
Wintrust Investments
Illinois
$750K -$33.8K -394 -4%
WBCM
978
Wilson & Boucher Capital Management
California
$743K +$88.3K +1,030 +13%
FFA
979
Founders Financial Alliance
North Carolina
$743K -$25.2K -294 -3%
EFMC
980
Empire Financial Management Company
New York
$742K -$5.14K -60 -0.7%
AIM
981
Athena Investment Management
California
$739K – – –
SRSA
982
S.R. Schill & Associates
Washington
$738K -$1.59M -18,552 -67%
NEPWA
983
New England Private Wealth Advisors
Massachusetts
$735K +$1.54K +18 +0.2%
WG
984
Welch Group
Alabama
$726K +$270K +3,148 +55%
HR
985
Hardy Reed
Mississippi
$726K – – –
PBK
986
Peoples Bank (Kansas)
Kansas
$724K +$758K +8,836 New
NPP
987
New Potomac Partners
Maryland
$720K -$3.09K -36 -0.4%
KWM
988
Kaydan Wealth Management
Michigan
$719K – – –
SHFA
989
SS&H Financial Advisors
Michigan
$716K +$749K +8,732 New
SWMP
990
Signature Wealth Management Partners
New Jersey
$714K – – –
AIMC
991
Alley Investment Management Company
Illinois
$713K – – –
VFG
992
V2 Financial group
Illinois
$713K – – –
KFGK
993
Keystone Financial Group (Kentucky)
Kentucky
$712K +$5.32K +62 +0.7%
BOPW
994
Brandywine Oak Private Wealth
Pennsylvania
$711K -$2.92K -34 -0.4%
FAM
995
Family Asset Management
South Carolina
$710K +$37.6K +438 +5%
SFC
996
Strategic Financial Concepts
Texas
$707K -$142K -1,658 -16%
TCWM
997
Total Clarity Wealth Management
Illinois
$706K +$317K +3,698 +75%
SCM
998
SOL Capital Management
Maryland
$705K -$14.1K -164 -2%
JCM
999
Jacobi Capital Management
Pennsylvania
$705K -$69.3K -808 -9%
IWM
1000
Iams Wealth Management
Nebraska
$704K +$737K +8,590 New
38 39
40
41 42