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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1401
Klingman & Associates
New York
$755K – – –
CA
1402
Claro Advisors
Massachusetts
$751K +$106K +802 +18%
LWM
1403
Lodestone Wealth Management
Washington
$750K +$36.6K +276 +5%
QCM
1404
QRG Capital Management
Illinois
$749K -$1.14M -8,624 -62%
SFB
1405
STAR Financial Bank
Indiana
$749K -$1.32K -10 -0.2%
ACA
1406
Ackerman Capital Advisors
Texas
$746K – – –
ML
1407
McAdam LLC
Pennsylvania
$745K -$217K -1,640 -24%
FWA
1408
Flagship Wealth Advisors
Massachusetts
$745K -$7.15K -54 -1%
AFA
1409
American Financial Advisors
Georgia
$745K +$16.4K +124 +2%
NIM
1410
Northeast Investment Management
Massachusetts
$744K -$3.18K -24 -0.5%
DT
1411
Diversified Trust
Tennessee
$744K +$371K +2,800 +113%
IPAM
1412
Investment Partners Asset Management
New Jersey
$741K -$18.5K -140 -3%
AA
1413
Alesco Advisors
New York
$741K +$66.2K +500 +11%
MWM
1414
Mindset Wealth Management
Indiana
$741K – – –
TI
1415
Trexquant Investment
Connecticut
$740K +$161K +1,218 +30%
PFS
1416
Prospect Financial Services
New York
$738K +$86.1K +650 +14%
FFA
1417
First Foundation Advisors
California
$737K – – –
FCAS
1418
First Command Advisory Services
Texas
$736K +$74.7K +564 +12%
GFP
1419
Gryphon Financial Partners
Ohio
$733K – – –
LK
1420
Lumbard & Kellner
New Hampshire
$733K – – –
TF
1421
Tandem Financial
Colorado
$732K +$688K +5,192 New
BAM
1422
Byrne Asset Management
New Jersey
$731K – – –
PTP
1423
Platform Technology Partners
New York
$731K +$265 +2 +0%
OCM
1424
Osterweis Capital Management
California
$730K – – –
BWP
1425
Burling Wealth Partners
Illinois
$730K +$26K +196 +4%
55 56
57
58 59