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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1101
Legacy Capital Group California
California
$955K +$237K +2,158 +34%
TWM
1102
Tanglewood Wealth Management
Texas
$954K -$11.9K -108 -1%
XWM
1103
Xcel Wealth Management
Florida
$953K +$439 +4 +0%
FMI
1104
F/M Investments
District of Columbia
$951K +$928K +8,452 New
LC
1105
Lavaca Capital
Texas
$948K – – –
SCM
1106
SOL Capital Management
Maryland
$948K – – –
SAM
1107
Sawgrass Asset Management
Florida
$945K – – –
HT
1108
Headlands Technologies
Illinois
$943K +$719K +6,546 +361%
PCS
1109
Personal CFO Solutions
New Jersey
$942K +$81.7K +744 +10%
DI
1110
Disciplined Investments
Oklahoma
$941K – – –
AIMC
1111
Alley Investment Management Company
Illinois
$941K +$14.7K +134 +2%
FCH
1112
Freestone Capital Holdings
Washington
$937K +$84.1K +766 +10%
RFN
1113
RDA Financial Network
Iowa
$933K +$45.2K +412 +5%
CA
1114
Carson Advisory
Georgia
$932K +$123K +1,116 +16%
EFA
1115
Edge Financial Advisors
Illinois
$931K +$905K +8,244 New
SHFA
1116
SS&H Financial Advisors
Michigan
$929K -$54.9K -500 -6%
BBHC
1117
Brown Brothers Harriman & Co
New York
$926K +$86.1K +784 +11%
PCMH
1118
Polymer Capital Management (HK)
Hong Kong
$926K – – –
EFMC
1119
Empire Financial Management Company
New York
$924K -$13.4K -122 -1%
CCM
1120
Coldstream Capital Management
Washington
$922K +$100K +912 +13%
GWA
1121
Geometric Wealth Advisors
District of Columbia
$921K – – –
BFA
1122
Beacon Financial Advisory
Ohio
$920K -$11.2K -102 -1%
WF
1123
Warner Financial
Maryland
$920K +$220 +2 +0%
BFC
1124
Blue Fin Capital
Rhode Island
$918K +$2.42K +22 +0.3%
SSWM
1125
Strait & Sound Wealth Management
California
$914K -$57.3K -522 -6%
43 44
45
46 47