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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1226
Welch & Forbes
Massachusetts
$1.08M +$56.6K +402 +5%
BFA
1227
Beacon Financial Advisory
Ohio
$1.08M +$16.2K +115 +1%
DIA
1228
Dana Investment Advisors
Wisconsin
$1.07M -$34.5K -245 -3%
TWM
1229
Tanglewood Wealth Management
Texas
$1.07M -$56.6K -402 -5%
DIM
1230
Delta Investment Management
California
$1.07M +$10K +71 +0.9%
IFA
1231
Interactive Financial Advisors
Illinois
$1.06M -$90K -639 -7%
SFC
1232
Strategic Financial Concepts
Texas
$1.06M +$1.13M +7,988 New
GWA
1233
Geometric Wealth Advisors
District of Columbia
$1.06M – – –
SMC
1234
Smith, Moore & Co
Missouri
$1.06M +$110K +784 +11%
SSWM
1235
Smith Salley Wealth Management
North Carolina
$1.06M +$92.6K +657 +9%
WA
1236
WP Advisors
California
$1.06M +$2.68K +19 +0.2%
FWSM
1237
First Wilshire Securities Management
California
$1.05M – – –
EIA
1238
Eldridge Investment Advisors
New Hampshire
$1.05M – – –
DWM
1239
Dopkins Wealth Management
New York
$1.04M – – –
CRI
1240
Colonial River Investments
Virginia
$1.04M -$282 -2 -0%
DCM
1241
Delta Capital Management
New Jersey
$1.04M – – –
BMC
1242
Beaton Management Company
Massachusetts
$1.04M – – –
FWM
1243
Forza Wealth Management
Florida
$1.04M – – –
FNBOMD
1244
First National Bank of Mount Dora
Florida
$1.04M -$299K -2,122 -21%
AGP
1245
Autumn Glory Partners
Texas
$1.03M +$282 +2 +0%
CAM
1246
Carret Asset Management
New York
$1.03M +$109K +770 +11%
BFWA
1247
Benchmark Financial Wealth Advisors
Florida
$1.03M -$22.1K -157 -2%
DE
1248
Diversified Enterprises
Delaware
$1.02M -$1.41K -10 -0.1%
BRPW
1249
Ballast Rock Private Wealth
South Carolina
$1.02M +$212K +1,504 +24%
KBFS
1250
Kohmann Bosshard Financial Services
Ohio
$1.01M – – –
48 49
50
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