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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1301
Oxler Private Wealth
New York
$626K +$1.13K +10 +0.2%
SHFA
1302
SS&H Financial Advisors
Michigan
$624K -$248K -2,184 -27%
QP
1303
Quartz Partners
New York
$623K -$10.7K -94 -2%
SCM
1304
Saxony Capital Management
Missouri
$623K -$716K -6,318 -51%
NCFG
1305
New Century Financial Group
New Jersey
$618K -$62.6K -552 -8%
OCM
1306
Osterweis Capital Management
California
$618K – – –
XT
1307
XTX Topco
Cayman Islands
$616K +$676K +5,964 New
SAG
1308
SageView Advisory Group
California
$615K -$75.1K -662 -10%
R
1309
Rebalance
California
$612K -$89.6K -790 -12%
WT
1310
Washington Trust
Rhode Island
$609K -$1.59M -14,010 -70%
PWA
1311
PCG Wealth Advisors
Kansas
$607K +$22.7K +200 +4%
FA
1312
Fortis Advisors
Pennsylvania
$607K -$33.8K -298 -5%
AWM
1313
Arista Wealth Management
Nevada
$606K – – –
HIA
1314
HTG Investment Advisors
Connecticut
$604K -$91.4K -806 -12%
CMI
1315
Clare Market Investments
Texas
$604K -$217K -1,910 -25%
TAM
1316
Townsend Asset Management
North Carolina
$603K -$676K -5,964 -51%
WFAG
1317
Worth Financial Advisory Group
North Carolina
$601K -$35.6K -314 -5%
SFP
1318
Sandbox Financial Partners
Maryland
$601K +$680 +6 +0.1%
CCAL
1319
City Center Advisors LLC
Michigan
$601K +$660K +5,820 New
PGAM
1320
Princeton Global Asset Management
New Jersey
$601K +$53.1K +468 +9%
HFO
1321
Heritage Family Offices
Arizona
$600K +$907 +8 +0.1%
NC
1322
North Capital
Utah
$599K +$658K +5,806 New
KW
1323
KWB Wealth
California
$599K -$116K -1,026 -17%
HBW
1324
Hazlett, Burt & Watson
West Virginia
$597K +$353K +3,116 +117%
HWM
1325
HRC Wealth Management
Idaho
$597K +$17.2K +152 +3%
51 52
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