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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1251
NVWM LLC
Pennsylvania
$700K -$253K -2,230 -25%
CAM
1252
Carret Asset Management
New York
$700K +$3.63K +32 +0.5%
HWP
1253
Heritage Wealth Partners
Ohio
$699K +$73.7K +650 +11%
BMWM
1254
Brown Miller Wealth Management
Virginia
$697K +$465K +4,104 +155%
SAM
1255
Secure Asset Management
Michigan
$696K -$19.6M -172,888 -96%
MWA
1256
Midland Wealth Advisors
Illinois
$695K +$173K +1,522 +29%
CST
1257
Charles Schwab Trust
Nevada
$693K -$62.4K -550 -8%
OCBCO
1258
Oversea-Chinese Banking Corp (OCBC)
Singapore
$692K – – –
IAG
1259
Investmark Advisory Group
Connecticut
$691K -$59.4K -524 -7%
AFAS
1260
Acorn Financial Advisory Services
Virginia
$688K -$248K -2,184 -25%
CCMG
1261
Clark Capital Management Group
Pennsylvania
$687K +$282K +2,484 +60%
WIM
1262
WealthPlan Investment Management
Nebraska
$685K +$95.2K +840 +14%
PGF
1263
Plan Group Financial
Oklahoma
$684K +$442K +3,900 +143%
IP
1264
Ignite Planners
California
$680K +$56.2K +496 +8%
EAM
1265
Empirical Asset Management
Massachusetts
$679K +$21.1K +186 +3%
SC
1266
SouthState Corp
Florida
$674K +$290K +2,554 +64%
TCM
1267
Tradewinds Capital Management
Washington
$672K +$96.6K +852 +15%
MSFS
1268
Main Street Financial Solutions
Pennsylvania
$672K -$290K -2,554 -28%
CPIA
1269
Cornell Pochily Investment Advisors
New York
$671K -$9.52K -84 -1%
MWM
1270
Mascagni Wealth Management
Mississippi
$665K – – –
ECM
1271
Evergreen Capital Management
Washington
$660K – – –
FA
1272
Fiduciary Alliance
South Carolina
$659K +$140K +1,236 +24%
PNAA
1273
Pictet North America Advisors
Switzerland
$658K – – –
UBP
1274
Union Bancaire Privee
Switzerland
$658K – – –
MAC
1275
Mason & Associates (California)
California
$657K +$453 +4 +0.1%
49 50
51
52 53