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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1451
FSM Wealth Advisors
Ohio
$418K – – –
PGAM
1452
Princeton Global Asset Management
New Jersey
$417K +$59K +560 +18%
BFPW
1453
BOK Financial Private Wealth
Colorado
$417K – – –
PWP
1454
Precedent Wealth Partners
Texas
$416K – – –
MIC
1455
Means Investment Company
Maine
$415K -$8.85K -84 -2%
JWM
1456
JGP Wealth Management
Oregon
$414K – – –
FNB
1457
Farmers National Bank
Kentucky
$414K -$21.1K -200 -5%
KWM
1458
KFG Wealth Management
Indiana
$414K – – –
TA
1459
TruWealth Advisors
Louisiana
$413K -$4.63K -44 -1%
CHAM
1460
Clear Harbor Asset Management
Connecticut
$412K – – –
JWM
1461
JPL Wealth Management
Colorado
$409K -$42.3K -402 -10%
GF
1462
Gries Financial
Ohio
$409K -$5.26K -50 -1%
PCA
1463
Private Capital Advisors
Connecticut
$409K – – –
HB
1464
HTLF Bank
Colorado
$408K -$5.05K -48 -1%
HCM
1465
Hall Capital Management
Rhode Island
$407K – – –
WA
1466
WealthTrust Axiom
Pennsylvania
$407K – – –
RBC
1467
Romano Brothers & Co
Illinois
$406K -$31.6K -300 -8%
BMCM
1468
Burns Matteson Capital Management
New York
$406K +$211 +2 +0.1%
OBWP
1469
O'Brien Wealth Partners
Massachusetts
$403K – – –
DFCM
1470
Dark Forest Capital Management
Puerto Rico
$403K +$171K +1,626 +84%
TLA
1471
Tanglewood Legacy Advisors
Texas
$403K – – –
GPW
1472
Gray Private Wealth
Massachusetts
$402K +$211 +2 +0.1%
AAG
1473
Armstrong Advisory Group
Massachusetts
$402K +$11.6K +110 +3%
PWM
1474
Paulson Wealth Management
Illinois
$401K – – –
SDWMA
1475
Schneider Downs Wealth Management Advisors
Pennsylvania
$400K +$48.4K +460 +15%
57 58
59
60 61