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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1026
Main Street Financial Solutions
Pennsylvania
$1.02M -$23.3K -230 -2%
CWP
1027
Cyndeo Wealth Partners
Florida
$1.02M -$7.69K -76 -0.8%
AFP
1028
Ausdal Financial Partners
Iowa
$1.01M +$126K +1,246 +15%
HWA
1029
HCR Wealth Advisors
California
$1.01M -$5.06K -50 -0.5%
PJSIMP
1030
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.01M – – –
CWM
1031
Chemistry Wealth Management
New York
$1M +$6.27K +62 +0.6%
AWE
1032
Avidian Wealth Enterprises
Texas
$1M -$5.89M -58,266 -86%
SIM
1033
Sterling Investment Management
Arizona
$1M -$2.02K -20 -0.2%
CWM
1034
Centurion Wealth Management
Virginia
$1M +$23.9K +236 +3%
AAS
1035
Annex Advisory Services
Wisconsin
$996K -$484K -4,782 -33%
FMWA
1036
Forvis Mazars Wealth Advisors
Missouri
$993K +$58K +574 +6%
CAL
1037
Capital Advisors Ltd
Ohio
$990K +$182K +1,798 +23%
SA
1038
Sunesis Advisors
Kansas
$990K -$80.7K -798 -8%
AIIMS
1039
Analyst IMS Investment Management Services
Israel
$989K +$475K +4,698 +98%
FCT
1040
First Community Trust
Iowa
$987K +$495K +4,898 +107%
PFSC
1041
Peoples Financial Services Corp
Pennsylvania
$986K -$123K -1,220 -11%
TCWM
1042
Total Clarity Wealth Management
Illinois
$986K +$33.6K +332 +4%
ML
1043
McAdam LLC
Pennsylvania
$985K +$376K +3,714 +65%
RWM
1044
Ritholtz Wealth Management
New York
$980K -$108K -1,064 -10%
DI
1045
Disciplined Investments
Oklahoma
$976K -$33K -326 -3%
AAP
1046
Arax Advisory Partners
Colorado
$971K -$94.3K -932 -9%
CHJWM
1047
Carlton Hofferkamp & Jenks Wealth Management
Texas
$968K – – –
CPC
1048
Cookson Peirce & Co
Pennsylvania
$966K -$11.3K -112 -1%
QPWM
1049
Quadrant Private Wealth Management
Pennsylvania
$964K +$809 +8 +0.1%
LL
1050
LWMG LLC
Minnesota
$961K – – –
40 41
42
43 44