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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1476
Shufro Rose & Co
New York
$316K – – –
LWM
1477
Lakeridge Wealth Management
Ohio
$316K +$293K +3,286 New
EFA
1478
Evernest Financial Advisors
Indiana
$316K +$293K +3,286 New
CP
1479
Canopy Partners
Ohio
$316K +$293K +3,286 New
S
1480
Syntrinsic
Colorado
$315K – – –
RA
1481
Ruggaard & Associates
Ohio
$312K – – –
USB
1482
Union Savings Bank
Connecticut
$312K -$10.3K -116 -3%
WWM
1483
Whalen Wealth Management
Nevada
$311K +$288K +3,234 New
TGAM
1484
TBH Global Asset Management
Tennessee
$310K -$11.4K -128 -4%
SSWM
1485
Smith Salley Wealth Management
North Carolina
$308K – – –
1SB
1486
1ST Source Bank
Indiana
$307K – – –
AC
1487
ASB Consultores
Florida
$307K – – –
GFWA
1488
Grey Fox Wealth Advisors
Delaware
$305K +$712 +8 +0.3%
VBFG
1489
Vishria Bird Financial Group
Tennessee
$305K – – –
ICM
1490
IMS Capital Management
Oregon
$305K +$282K +3,168 New
GP
1491
Geneva Partners
Wisconsin
$305K +$3.21K +36 +1%
BSA
1492
Braun Stacey Associates
New York
$304K +$5.34K +60 +2%
WHG
1493
Westwood Holdings Group
Texas
$304K – – –
TNB
1494
Thomasville National Bank
Georgia
$304K -$12.3K -138 -4%
SPFA
1495
Summit Place Financial Advisors
New Jersey
$302K -$126K -1,410 -31%
PO
1496
Private Ocean
California
$302K +$356 +4 +0.1%
CWM
1497
Cadence Wealth Management
Massachusetts
$300K +$25.3K +284 +10%
TRIA
1498
Trail Ridge Investment Advisors
Colorado
$300K +$278K +3,118 New
MCA
1499
MSH Capital Advisors
Arizona
$300K -$24K -270 -8%
SXL
1500
Summit X LLC
Missouri
$299K +$40.8K +458 +17%
58 59
60
61 62