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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1051
Sunesis Advisors
Kansas
$1.08M – – –
FCT
1052
First Community Trust
Iowa
$1.07M – – –
AC
1053
Abbrea Capital
California
$1.07M -$310K -2,942 -24%
HI
1054
Harper Investing
California
$1.05M +$573K +5,442 +140%
CC
1055
Cornerstone Capital
California
$1.05M -$359K -3,410 -27%
QPWM
1056
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$632 +6 +0.1%
AAS
1057
Annex Advisory Services
Wisconsin
$1.05M -$32.6K -310 -3%
LL
1058
LWMG LLC
Minnesota
$1.04M – – –
SC
1059
Sapient Capital
Indiana
$1.04M +$36.6K +348 +4%
WP
1060
Westmount Partners
California
$1.04M +$574K +5,456 +149%
UB
1061
UMB Bank
Missouri
$1.04M -$391K -3,714 -29%
HIA
1062
Harbor Investment Advisory
Maryland
$1.04M +$1.05K +10 +0.1%
WMWM
1063
Whitaker-Myers Wealth Managers
Ohio
$1.03M +$124K +1,174 +15%
NRI
1064
NFP Retirement Inc
California
$1.03M +$146K +1,386 +18%
CHJWM
1065
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.03M – – –
EP
1066
Edgestream Partners
New Jersey
$1.02M -$1.59M -15,086 -62%
BW
1067
BIP Wealth
Georgia
$1.02M -$123K -1,166 -11%
CWM
1068
Collaborative Wealth Management
Florida
$1.02M +$17.5K +166 +2%
AIM
1069
Athena Investment Management
California
$1.02M – – –
PPG
1070
Peak Planning Group
Colorado
$1.02M +$44.4K +422 +5%
SFG
1071
SNS Financial Group
Minnesota
$1.02M -$136K -1,290 -13%
PCS
1072
Private Client Services
Kentucky
$1.01M +$18.1K +172 +2%
MAM
1073
MWA Asset Management
Massachusetts
$1.01M -$15.2K -144 -2%
DWM
1074
Dorchester Wealth Management
Quebec, Canada
$1.01M -$242K -2,300 -20%
LAS
1075
LWM Advisory Services
Florida
$1.01M +$20.4K +194 +2%
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43
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