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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1001
Regent Peak Wealth Advisors
Georgia
$601K +$99.1K +1,262 +20%
IIC
1002
Integrated Investment Consultants
Michigan
$600K – – –
WA
1003
WESPAC Advisors
California
$594K -$1.55M -19,796 -73%
PFGIA
1004
Patriot Financial Group Insurance Agency
Massachusetts
$594K -$314K -3,996 -35%
PAMP
1005
Polar Asset Management Partners
Ontario, Canada
$590K -$16.8M -213,994 -97%
BTWM
1006
Baker Tilly Wealth Management
Wisconsin
$589K -$23.7K -302 -4%
GWA
1007
GGM Wealth Advisors
Maryland
$589K +$618K +7,870 New
SIC
1008
Sigma Investment Counselors
Michigan
$588K -$61.4K -782 -10%
CAM
1009
Carret Asset Management
New York
$588K +$8.63K +110 +2%
AW
1010
Alaethes Wealth
Nevada
$588K +$74.9K +954 +15%
MWM
1011
Maltin Wealth Management
New Jersey
$587K – – –
AFAS
1012
Acorn Financial Advisory Services
Virginia
$586K -$31.9K -406 -5%
PFP
1013
Paragon Financial Partners
California
$586K +$2.35K +30 +0.4%
RF
1014
Resolute Financial
Massachusetts
$586K +$52.6K +670 +10%
SAM
1015
Strategy Asset Managers
California
$586K +$93.1K +1,186 +19%
FT
1016
Fiduciary Trust
Massachusetts
$585K -$53.1K -676 -8%
WAG
1017
Winthrop Advisory Group
Massachusetts
$582K -$11.5K -146 -2%
AFP
1018
Ausdal Financial Partners
Iowa
$577K -$1.88M -23,900 -77%
GC
1019
Garde Capital
Washington
$574K – – –
IAG
1020
Investmark Advisory Group
Connecticut
$570K -$4.4K -56 -0.8%
AMBIA
1021
Allen Mooney & Barnes Investment Advisors
Georgia
$569K +$562K +7,160 New
AMM
1022
American Money Management
California
$569K -$87.9K -1,120 -14%
MWM
1023
Modera Wealth Management
New Jersey
$569K +$1.73K +22 +0.3%
LMKC
1024
L.M. Kohn & Company
Ohio
$568K +$561K +7,144 New
TFCP
1025
Twin Focus Capital Partners
Massachusetts
$566K +$25.9K +330 +5%
39 40
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