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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1301
Summit Financial
New Jersey
$479K +$17.3K +194 +4%
OFS
1302
Oldfather Financial Services
Nebraska
$479K – – –
GFPC
1303
Global Financial Private Client
Florida
$478K – – –
MF
1304
Meridian Financial
Massachusetts
$477K -$17.8K -200 -4%
SWM
1305
StoneCrest Wealth Management
Arizona
$474K +$438K +4,920 New
HWM
1306
HFR Wealth Management
New York
$473K -$79.2K -890 -15%
NIM
1307
Northeast Investment Management
Massachusetts
$472K -$34K -382 -7%
RBFC
1308
Roman Butler Fullerton & Co
Missouri
$471K +$416K +4,674 New
CWM
1309
Curi Wealth Management
North Carolina
$471K +$26.9K +302 +7%
KA
1310
Klingman & Associates
New York
$469K -$23.1K -260 -5%
SAI
1311
Savvy Advisors Inc
New York
$468K +$433K +4,868 New
YDMI
1312
Y.D. More Investments
Israel
$466K +$66.2K +744 +18%
LWCFA
1313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$465K – – –
BKA
1314
Brick & Kyle Associates
Pennsylvania
$465K -$10.7K -120 -2%
WE
1315
Wealth Effects
Massachusetts
$465K +$430K +4,830 New
ACA
1316
Ackerman Capital Advisors
Texas
$463K – – –
AIIMS
1317
Analyst IMS Investment Management Services
Israel
$462K -$280K -3,148 -40%
WF
1318
Welch & Forbes
Massachusetts
$461K -$118K -1,322 -22%
WCP
1319
Welch Capital Partners
New York
$460K – – –
NWMG
1320
National Wealth Management Group
Ohio
$459K -$29.6K -332 -7%
AA
1321
Alesco Advisors
New York
$458K -$1.8M -20,220 -81%
PIM
1322
Penobscot Investment Management
Massachusetts
$457K +$174K +1,956 +70%
SWA
1323
SOA Wealth Advisors
New York
$456K +$534 +6 +0.1%
MWA
1324
Martel Wealth Advisors
Washington
$456K – – –
SPA
1325
Sentinel Pension Advisors
Massachusetts
$454K -$18.7K -210 -4%
51 52
53
54 55