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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1326
Liberty Wealth Management
California
$695K -$19.5K -168 -3%
IP
1327
Ignite Planners
California
$695K -$5.82K -50 -0.8%
CWM
1328
Compass Wealth Management
Connecticut
$688K +$10K +86 +1%
TMWM
1329
Taylor & Morgan Wealth Management
Michigan
$683K -$107K -922 -14%
AWM
1330
Arista Wealth Management
Nevada
$682K – – –
FCM
1331
Firestone Capital Management
Florida
$679K -$29.6K -254 -4%
PD
1332
Point72 (DIFC)
United Arab Emirates
$678K +$679K +5,834 New
FMII
1333
Farmers & Merchants Investments Inc
Nebraska
$678K -$8.84K -76 -1%
SFP
1334
Sandbox Financial Partners
Maryland
$676K +$27.9K +240 +4%
T
1335
Transce3nd
Texas
$675K +$675K +5,804 New
HFO
1336
Heritage Family Offices
Arizona
$675K +$698 +6 +0.1%
WIM
1337
WealthPlan Investment Management
Nebraska
$674K +$288K +2,476 +75%
LIM
1338
Leavell Investment Management
Alabama
$672K +$10.2K +88 +2%
SA
1339
Sovran Advisors
California
$671K +$685K +5,890 New
MW
1340
MBL Wealth
North Carolina
$671K -$17.5K -150 -3%
BFA
1341
Brendel Financial Advisors
New Hampshire
$670K -$79.1K -680 -11%
AA
1342
Apriem Advisors
California
$669K +$68.6K +590 +11%
CSA
1343
Cottage Street Advisors
Massachusetts
$669K -$39.3K -338 -6%
TC
1344
Truvestments Capital
Florida
$668K -$10.9K -94 -2%
HNWAG
1345
High Net Worth Advisory Group
Florida
$666K – – –
MWM
1346
Mascagni Wealth Management
Mississippi
$665K +$750K +6,446 New
OBWP
1347
O'Brien Wealth Partners
Massachusetts
$665K +$251K +2,154 +60%
AWP
1348
Astra Wealth Partners
New Jersey
$660K +$661K +5,680 New
PWA
1349
PCG Wealth Advisors
Kansas
$660K – – –
TCM
1350
Tradewinds Capital Management
Washington
$658K -$370K -3,180 -36%
52 53
54
55 56