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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1126
Dana Investment Advisors
Wisconsin
$816K +$118K +1,168 +18%
PCS
1127
Personal CFO Solutions
New Jersey
$816K -$189K -1,870 -19%
DWM
1128
Dopkins Wealth Management
New York
$812K +$789K +7,800 New
NCM
1129
Next Capital Management
New York
$806K – – –
SAM
1130
Silvercrest Asset Management
New York
$806K +$405K +4,000 +107%
NRI
1131
NFP Retirement Inc
California
$805K +$482K +4,764 +161%
CCA
1132
Clearwater Capital Advisors
Illinois
$805K -$21.2K -210 -3%
FWM
1133
Forza Wealth Management
Florida
$804K – – –
MPWT
1134
MassMutual Private Wealth & Trust
Connecticut
$803K +$222K +2,198 +40%
KBFS
1135
Kohmann Bosshard Financial Services
Ohio
$802K – – –
PFA
1136
Petra Financial Advisors
Colorado
$802K +$778K +7,698 New
AGP
1137
Autumn Glory Partners
Texas
$797K +$6.67K +66 +0.9%
SQA
1138
Simon Quick Advisors
New Jersey
$795K -$36.2K -358 -4%
AWM
1139
Aries Wealth Management
Maine
$794K – – –
EW
1140
Evoke Wealth
California
$791K +$768K +7,596 New
RFMS
1141
RWQ Financial Management Services
Florida
$790K -$6.04M -59,706 -89%
XWM
1142
Xcel Wealth Management
Florida
$789K +$63.7K +630 +9%
RFN
1143
RDA Financial Network
Iowa
$787K +$48.9K +484 +7%
SAM
1144
Seelaus Asset Management
New Jersey
$786K – – –
PFA
1145
Peak Financial Advisors
Colorado
$783K -$35.4K -350 -4%
JSC
1146
Jackson Square Capital
California
$782K +$2.83K +28 +0.4%
MWA
1147
Midland Wealth Advisors
Illinois
$781K +$16K +158 +2%
GWA
1148
GGM Wealth Advisors
Maryland
$780K – – –
EM
1149
ELCO Management
New York
$780K +$40.5K +400 +6%
UOTTAIMCU
1150
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$777K -$258K -2,554 -25%
44 45
46
47 48