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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1251
Avion Wealth
Texas
$98K +$91.5K +1,502 New
LWM
1252
Liberty Wealth Management
California
$97K +$4.87K +80 +6%
VCM
1253
Vigilant Capital Management
Maine
$96K – – –
ZB
1254
Zions Bancorporation
Utah
$96K – – –
ADL
1255
Asset Dedication LLC
California
$95K -$26.1K -428 -23%
SWA
1256
SOA Wealth Advisors
New York
$95K +$85.1K +1,398 New
PS
1257
Planned Solutions
California
$94K – – –
EP
1258
Eudaimonia Partners
Tennessee
$93K – – –
PA
1259
Perennial Advisors
New York
$93K +$87.2K +1,432 New
HR
1260
Howe & Rusling
New York
$91K – – –
MWC
1261
MBM Wealth Consultants
Missouri
$91K – – –
POIA
1262
Pin Oak Investment Advisors
Texas
$91K – – –
SIAG
1263
Signet Investment Advisory Group
Rhode Island
$91K +$85.1K +1,398 New
BCV
1264
Banque Cantonale Vaudoise
Switzerland
$88K – – –
EWM
1265
Edge Wealth Management
New York
$88K – – –
CYG
1266
Clean Yield Group
Vermont
$88K +$82.5K +1,354 New
BWM
1267
BerganKDV Wealth Management
Minnesota
$85K -$4.14K -68 -5%
BAM
1268
Bellevue Asset Management
Washington
$83K – – –
GCM
1269
Gables Capital Management
Florida
$83K – – –
AWM
1270
AllSquare Wealth Management
New York
$82K – – –
RIM
1271
Rockbridge Investment Management
New York
$79K – – –
CB
1272
CNB Bank
Pennsylvania
$75K +$69.9K +1,148 New
HCM
1273
Horrell Capital Management
Arkansas
$71K +$66.4K +1,090 New
PCA
1274
Providence Capital Advisors
North Carolina
$70K +$5.97K +98 +10%
BAMG
1275
Brand Asset Management Group
Missouri
$66K -$49.2K -808 -44%
49 50
51
52 53