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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1476
Legacy Financial Advisors
Kentucky
$223K +$202K +2,560 New
KWA
1477
Kellett Wealth Advisors
Ohio
$222K +$201K +2,552 New
PA
1478
PSI Advisors
Florida
$221K – – –
DAC
1479
Dividend Assets Capital
South Carolina
$221K – – –
FIM
1480
Freedom Investment Management
Connecticut
$221K -$9.3K -118 -4%
HMS
1481
Hanseatic Management Services
New Mexico
$220K +$194K +2,460 +3,618%
GWMIA
1482
Global Wealth Management Investment Advisory
Florida
$220K +$199K +2,528 New
MAM
1483
Milestone Asset Management
Pennsylvania
$220K -$2.43M -30,852 -92%
SWM
1484
Sugarloaf Wealth Management
Georgia
$219K +$150K +1,904 +309%
GAM
1485
Garrison Asset Management
Arkansas
$219K +$199K +2,520 New
AI
1486
Accredited Investors
Minnesota
$219K +$198K +2,518 New
LW
1487
Libra Wealth
California
$219K +$198K +2,518 New
TLFA
1488
True Link Financial Advisors
California
$219K +$198K +2,518 New
FCIM
1489
Fairview Capital Investment Management
California
$219K +$198K +2,516 New
CWM
1490
Cadence Wealth Management
Massachusetts
$219K +$198K +2,514 New
OPWM
1491
Oakwell Private Wealth Management
Texas
$219K +$198K +2,514 New
PWP
1492
Private Wealth Partners
California
$218K +$198K +2,508 New
LA
1493
LexAurum Advisors
Kansas
$217K +$197K +2,502 New
BWA
1494
Blodgett Wealth Advisors
California
$217K +$197K +2,500 New
PP
1495
PrairieView Partners
Minnesota
$216K – – –
ADL
1496
Asset Dedication LLC
California
$215K +$27.6K +350 +17%
BWA
1497
Burt Wealth Advisors
Maryland
$215K +$195K +2,470 New
RWP
1498
Ridgecrest Wealth Partners
California
$215K +$195K +2,470 New
CSWM
1499
Cassady Schiller Wealth Management
Ohio
$214K – – –
BB
1500
Bell Bank
North Dakota
$212K +$192K +2,436 New
58 59
60
61 62