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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1226
Breakwater Capital Group
New Jersey
$712K – – –
GPFA
1227
Game Plan Financial Advisors
Ohio
$711K +$13.2K +120 +2%
SCM
1228
Saxony Capital Management
Missouri
$711K – – –
RDWM
1229
Red Door Wealth Management
Tennessee
$710K – – –
SFB
1230
STAR Financial Bank
Indiana
$710K – – –
OPW
1231
Oxler Private Wealth
New York
$710K +$18.4K +168 +3%
BPC
1232
Banque Pictet & Cie
Switzerland
$709K – – –
SAG
1233
SageView Advisory Group
California
$707K -$26.1K -238 -4%
R
1234
Rebalance
California
$703K +$1.1K +10 +0.2%
JWS
1235
Juncture Wealth Strategies
Arizona
$703K +$214K +1,952 +46%
BCMLT
1236
Beacon Capital Management LLC (Tennessee)
Tennessee
$702K +$67.2K +612 +11%
ECM
1237
Evergreen Capital Management
Washington
$701K – – –
FWP
1238
FAS Wealth Partners
Kansas
$700K +$90.7K +826 +15%
1WA
1239
180 Wealth Advisors
Washington
$699K -$13K -118 -2%
LWM
1240
Liberty Wealth Management
California
$694K +$66.5K +606 +11%
DWP
1241
Daymark Wealth Partners
Ohio
$694K -$10.3K -94 -2%
BWA
1242
Boulder Wealth Advisors
Colorado
$693K – – –
WFAG
1243
Worth Financial Advisory Group
North Carolina
$693K +$3.29K +30 +0.5%
EIP
1244
Ellis Investment Partners
Pennsylvania
$692K -$26.6K -242 -4%
QP
1245
Quartz Partners
New York
$691K +$672K +6,124 New
GI
1246
GAMMA Investing
California
$689K +$163K +1,484 +32%
MAM
1247
Milestone Asset Management
Pennsylvania
$688K +$669K +6,098 New
SFO
1248
Standard Family Office
South Dakota
$688K – – –
CSA
1249
Cottage Street Advisors
Massachusetts
$688K -$9K -82 -1%
FCM
1250
Firestone Capital Management
Florida
$687K +$86.9K +792 +15%
48 49
50
51 52