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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1201
Stelac Advisory Services
New York
$340K +$61.1K +778 +22%
FAG
1202
Fortitude Advisory Group
Washington
$339K -$75K -956 -18%
ES
1203
Eagle Strategies
New York
$339K -$15.9K -202 -5%
PGAM
1204
Princeton Global Asset Management
New Jersey
$338K +$157 +2 +0%
KCM
1205
Karp Capital Management
California
$337K -$192K -2,448 -37%
BCM
1206
BTR Capital Management
California
$334K – – –
SFG
1207
Sovereign Financial Group
Connecticut
$333K +$62.8K +800 +24%
OWA
1208
Octavia Wealth Advisors
Ohio
$330K – – –
BPM
1209
Bowling Portfolio Management
Ohio
$326K -$15.4K -196 -5%
TCBWMS
1210
Texas Capital Bank Wealth Management Services
Texas
$321K -$44.4M -565,672 -99%
HBW
1211
Hazlett, Burt & Watson
West Virginia
$320K +$317K +4,036 New
HCM
1212
Hall Capital Management
Rhode Island
$318K -$164K -2,090 -34%
ACM
1213
Advisors Capital Management
New Jersey
$318K -$147K -1,878 -32%
PL
1214
Parthenon LLC
Kentucky
$318K – – –
WG
1215
Welch Group
Alabama
$317K -$392K -4,994 -56%
GPA
1216
Guidance Point Advisors
Massachusetts
$317K +$471 +6 +0.2%
D
1217
Diversified
Delaware
$315K -$5.97K -76 -2%
SWM
1218
Selective Wealth Management
Virginia
$314K – – –
KWM
1219
Keebeck Wealth Management
Illinois
$314K +$310K +3,946 New
EDRH
1220
Edmond de Rothschild Holding
Switzerland
$312K -$116K -1,480 -27%
PB
1221
Pinnacle Bancorp
Nebraska
$310K – – –
SFG
1222
Steward Financial Group
Texas
$310K – – –
BWM
1223
BerganKDV Wealth Management
Minnesota
$309K -$15.1K -192 -5%
KFSC
1224
Keystone Financial Services (Colorado)
Colorado
$308K -$125K -1,598 -26%
SW
1225
StrongBox Wealth
Missouri
$308K -$72.5K -924 -19%
47 48
49
50 51