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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
1051
Allen Mooney & Barnes Investment Advisors
Georgia
$409K +$762 +12 +0.2%
SSWM
1052
Strait & Sound Wealth Management
California
$409K +$396K +6,234 New
MPCG
1053
Matrix Private Capital Group
New York
$408K -$226K -3,556 -35%
CHA
1054
Carmichael Hill & Associates
Maryland
$407K +$21.5K +338 +5%
JCM
1055
Jacobi Capital Management
Pennsylvania
$407K +$13.2K +208 +3%
AGP
1056
Autumn Glory Partners
Texas
$406K -$48K -756 -10%
HCM
1057
Harvey Capital Management
Florida
$406K – – –
MGIA
1058
Moneta Group Investment Advisors
Missouri
$403K +$67.1K +1,056 +22%
SWP
1059
Strategic Wealth Partners
Ohio
$399K -$313K -4,922 -43%
BTWM
1060
Baker Tilly Wealth Management
Wisconsin
$398K -$4.32K -68 -1%
CWM
1061
Centurion Wealth Management
Virginia
$397K +$406K +6,388 New
TWM
1062
Tanglewood Wealth Management
Texas
$397K -$811K -12,764 -67%
RIM
1063
Regent Investment Management
Kentucky
$397K – – –
AAM
1064
Aureus Asset Management
Massachusetts
$397K +$405K +6,380 New
PP
1065
Patron Partners
Texas
$395K -$20.8K -328 -5%
AIM
1066
Aspen Investment Management
Michigan
$395K -$117K -1,844 -23%
SFP
1067
Sandbox Financial Partners
Maryland
$393K -$26.5K -418 -6%
TC
1068
TownSquare Capital
Utah
$392K +$400K +6,300 New
LSPW
1069
Lake Street Private Wealth
Illinois
$392K +$16.8K +264 +4%
TC
1070
TAP Consulting
Missouri
$391K +$13.3K +210 +3%
OCM
1071
One Capital Management
California
$391K +$1.27K +20 +0.3%
PPG
1072
Peak Planning Group
Colorado
$390K -$1.65K -26 -0.4%
PWM
1073
Penobscot Wealth Management
Maine
$390K -$32.1K -506 -7%
CWM
1074
Compass Wealth Management
Connecticut
$389K +$397K +6,250 New
FFG
1075
Frisch Financial Group
New York
$388K +$1.14K +18 +0.3%
41 42
43
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