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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1176
Golden State Equity Partners
California
$820K +$71.4K +650 +10%
LWMT
1177
Legacy Wealth Management (Tennessee)
Tennessee
$820K +$798K +7,268 New
PPWM
1178
Perissos Private Wealth Management
Oklahoma
$820K +$797K +7,262 New
CAM
1179
Carret Asset Management
New York
$816K -$14.5K -132 -2%
RPWA
1180
Regent Peak Wealth Advisors
Georgia
$813K +$878 +8 +0.1%
IAG
1181
Investmark Advisory Group
Connecticut
$813K +$1.32K +12 +0.2%
WA
1182
WESPAC Advisors
California
$811K -$140K -1,278 -15%
SFWA
1183
Summit Financial Wealth Advisors
Louisiana
$809K – – –
CA
1184
Continuum Advisory
Idaho
$808K -$33.6K -306 -4%
EWA
1185
EverSource Wealth Advisors
Alabama
$807K +$82.5K +752 +12%
RPC
1186
Rossmore Private Capital
Connecticut
$806K +$659 +6 +0.1%
VWM
1187
VCI Wealth Management
Missouri
$802K -$1.14M -10,386 -59%
PCS
1188
Private Client Services
Kentucky
$800K -$205K -1,864 -21%
EFG
1189
Embree Financial Group
Illinois
$800K -$19.5K -178 -2%
KLCM
1190
KG&L Capital Management
Louisiana
$798K +$11K +100 +1%
SCA
1191
Stuart Chaussee & Associates
California
$796K – – –
WP
1192
WMS Partners
Maryland
$795K +$773K +7,040 New
WA
1193
WP Advisors
California
$792K -$388K -3,534 -33%
AL
1194
Aspiriant LLC
California
$792K +$45.2K +412 +6%
CAM
1195
Councilmark Asset Management
Tennessee
$783K – – –
MFA
1196
Mayflower Financial Advisors
Massachusetts
$780K -$18.4K -168 -2%
EGWAG
1197
Elwood & Goetz Wealth Advisory Group
Georgia
$776K +$439 +4 +0.1%
FCM
1198
Fourpath Capital Management
Oklahoma
$773K +$752K +6,848 New
OCM
1199
Osterweis Capital Management
California
$772K – – –
ACP
1200
Aviance Capital Partners
Florida
$769K +$5.05K +46 +0.7%
46 47
48
49 50