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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1101
Austin Private Wealth
Texas
$1.4M -$1.85K -14 -0.1%
TSWM
1102
Triangle Securities Wealth Management
North Carolina
$1.4M – – –
GFG
1103
Grantvest Financial Group
New Jersey
$1.39M -$10.6K -80 -0.8%
LMKC
1104
L.M. Kohn & Company
Ohio
$1.39M -$162K -1,224 -11%
QP
1105
Quartz Partners
New York
$1.39M +$753K +5,688 +136%
XWM
1106
Xcel Wealth Management
Florida
$1.39M +$94K +710 +8%
PGWM
1107
Parisi Gray Wealth Management
New Jersey
$1.39M -$10.3K -78 -0.8%
RWA
1108
River Wealth Advisors
Pennsylvania
$1.39M -$17.7K -134 -1%
WG
1109
Warner Group
Connecticut
$1.38M +$1.3M +9,816 New
UWPG
1110
Ullmann Wealth Partners Group
Florida
$1.38M +$700K +5,288 +117%
CHJWM
1111
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.38M -$53K -400 -4%
HCMT
1112
Highland Capital Management (Tennessee)
Tennessee
$1.37M -$24.6K -186 -2%
SM
1113
Sweeney & Michel
California
$1.37M +$6.36K +48 +0.5%
NW
1114
Naviter Wealth
Arkansas
$1.37M +$68.3K +516 +6%
HWA
1115
HCR Wealth Advisors
California
$1.37M -$3.97K -30 -0.3%
BSSFA
1116
Baron Silver Stevens Financial Advisors
Florida
$1.37M -$926K -6,994 -42%
FUBT
1117
First United Bank & Trust
Maryland
$1.35M +$60.7K +458 +5%
BIG
1118
Boothe Investment Group
Delaware
$1.34M -$33.6K -254 -3%
IMC
1119
Investment Management Corporation
Virginia
$1.34M +$17.5K +132 +1%
AIFAIM
1120
American Institute for Advanced Investment Management
Arizona
$1.34M – – –
FCT
1121
First Community Trust
Iowa
$1.34M – – –
AAS
1122
Annex Advisory Services
Wisconsin
$1.33M +$147K +1,110 +13%
PJSIMP
1123
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.33M – – –
WP
1124
Westmount Partners
California
$1.32M +$38.4K +290 +3%
HCM
1125
Howland Capital Management
Massachusetts
$1.32M -$58.3K -440 -4%
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45
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