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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1126
Glassman Wealth Services
Virginia
$51K – – –
SIS
1127
SVB Investment Services
Utah
$50K – – –
FPCP
1128
Fort Point Capital Partners
California
$50K +$45.3K +964 New
AI
1129
ArchPoint Investors
Florida
$49K – – –
PCTC
1130
Perkins Coie Trust Company
Washington
$49K – – –
PA
1131
Procyon Advisors
Connecticut
$49K – – –
SWM
1132
Sugarloaf Wealth Management
Georgia
$49K – – –
WAS
1133
Winch Advisory Services
Wisconsin
$49K +$94 +2 +0.2%
LWA
1134
Lenox Wealth Advisors
New York
$47K – – –
AWM
1135
Apollon Wealth Management
South Carolina
$47K +$42K +892 New
AIM
1136
Anchor Investment Management
South Carolina
$45.8K – – –
EP
1137
Eudaimonia Partners
Tennessee
$43K +$38.9K +828 New
RP
1138
Rice Partnership
Hawaii
$42K -$6.59K -140 -15%
BA
1139
Ballast Advisors
Minnesota
$42K – – –
KFS
1140
Kelly Financial Services
Massachusetts
$40.3K +$36.3K +772 New
WOC
1141
West Oak Capital
California
$39K – – –
APWM
1142
Atlas Private Wealth Management
New York
$38K – – –
AWMS
1143
Advocacy Wealth Management Services
Georgia
$36K – – –
AAMA
1144
Advanced Asset Management Advisors
Ohio
$35K – – –
HWA
1145
HHM Wealth Advisors
Tennessee
$35K +$14.2K +302 +82%
PCM
1146
Penserra Capital Management
California
$35K +$32.4K +688 New
SIM
1147
Sonora Investment Management
Arizona
$33K +$4.33K +92 +17%
FMII
1148
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
SFSG
1149
Stearns Financial Services Group
North Carolina
$32K – – –
SFPG
1150
Stonebridge Financial Planning Group
Florida
$32K – – –
44 45
46
47 48