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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1151
Broyhill Asset Management
North Carolina
$1,000K +$1M +8,600 New
WF
1152
Warner Financial
Maryland
$996K +$48.4K +416 +5%
XWM
1153
Xcel Wealth Management
Florida
$993K +$11.2K +96 +1%
MA
1154
MCF Advisors
Kentucky
$992K – – –
EI
1155
Ellevest Inc
New York
$989K – – –
GGS
1156
Galvin Gaustad & Stein
Arizona
$988K -$235K -2,020 -19%
1CP
1157
17 Capital Partners
Arizona
$985K +$119K +1,022 +14%
AWA
1158
Amplius Wealth Advisors
Pennsylvania
$982K -$24K -206 -2%
SCM
1159
SOL Capital Management
Maryland
$977K – – –
LC
1160
Lavaca Capital
Texas
$977K – – –
BFO
1161
Biltmore Family Office
North Carolina
$976K -$697K -5,990 -42%
OCM
1162
One Capital Management
California
$976K -$11.6K -100 -1%
EFMC
1163
Empire Financial Management Company
New York
$975K +$23.3K +200 +2%
DCA
1164
DSG Capital Advisors
Minnesota
$968K +$968K +8,324 New
SHFA
1165
SS&H Financial Advisors
Michigan
$958K – – –
MAM
1166
MWA Asset Management
Massachusetts
$957K -$43.3K -372 -4%
BRWM
1167
Blue Rock Wealth Management
North Carolina
$955K +$956K +8,218 New
EFA
1168
Edge Financial Advisors
Illinois
$954K -$4.42K -38 -0.5%
BBHC
1169
Brown Brothers Harriman & Co
New York
$954K – – –
CPC
1170
Cookson Peirce & Co
Pennsylvania
$949K -$40.5K -348 -4%
GWA
1171
Geometric Wealth Advisors
District of Columbia
$948K – – –
BFC
1172
Blue Fin Capital
Rhode Island
$948K +$2.09K +18 +0.2%
HP
1173
Haven Private
Florida
$945K +$946K +8,128 New
GPFA
1174
Game Plan Financial Advisors
Ohio
$945K +$211K +1,814 +29%
LBC
1175
Lowe Brockenbrough & Co
Virginia
$940K +$435K +3,738 +86%
45 46
47
48 49