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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1201
Oxford Financial Group
Indiana
$769K +$6.59K +60 +0.9%
TMWM
1202
Taylor & Morgan Wealth Management
Michigan
$767K +$33.2K +302 +5%
DLCIG
1203
D.L. Carlson Investment Group
New Hampshire
$766K -$230K -2,098 -24%
HIM
1204
Hanlon Investment Management
New Jersey
$765K -$5.49K -50 -0.7%
HSWM
1205
Hubbell Strickland Wealth Management
Louisiana
$765K +$659 +6 +0.1%
MWM
1206
Mosley Wealth Management
California
$764K +$505K +4,598 +231%
WG
1207
Welch Group
Alabama
$760K – – –
SIMG
1208
Sonora Investment Management Group
Arizona
$756K -$258K -2,354 -26%
HIA
1209
HTG Investment Advisors
Connecticut
$753K +$1.76K +16 +0.2%
HA
1210
Hanover Advisors
South Carolina
$750K – – –
CPIA
1211
Cornell Pochily Investment Advisors
New York
$749K +$220 +2 +0%
ACM
1212
Advance Capital Management
Michigan
$748K -$22.4K -204 -3%
WF
1213
Welch & Forbes
Massachusetts
$746K – – –
ERIM
1214
Eagle Ridge Investment Management
Connecticut
$737K -$23.3K -212 -3%
NCFG
1215
New Century Financial Group
New Jersey
$736K +$3.95K +36 +0.6%
HCM
1216
Harvey Capital Management
Florida
$735K – – –
FA
1217
Fountainhead AM
New Jersey
$733K -$8.56K -78 -1%
WCM
1218
Whitener Capital Management
North Carolina
$730K +$139K +1,264 +24%
BFA
1219
Brendel Financial Advisors
New Hampshire
$727K +$707K +6,444 New
CF
1220
Cantor Fitzgerald
New York
$726K +$328K +2,992 +87%
FTDI
1221
First Trust Direct Indexing
Massachusetts
$721K +$175K +1,596 +33%
EAM
1222
Empirical Asset Management
Massachusetts
$721K +$6.15K +56 +0.9%
PNAA
1223
Pictet North America Advisors
Switzerland
$719K – – –
ACM
1224
Avalon Capital Management
California
$718K – – –
MAC
1225
Mason & Associates (California)
California
$717K +$63.4K +578 +10%
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49
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