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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1476
Mindset Wealth Management
Indiana
$759K +$1.88K +13 +0.2%
NFG
1477
Northbridge Financial Group
Florida
$758K +$761K +5,267 New
PTP
1478
Platform Technology Partners
New York
$757K +$11.1K +77 +1%
BAM
1479
Byrne Asset Management
New Jersey
$757K +$760K +5,260 New
CWS
1480
Confluence Wealth Services
Pennsylvania
$757K +$14.9K +103 +2%
BWM
1481
Buska Wealth Management
Wisconsin
$757K -$128K -889 -14%
ASBI
1482
American State Bank (Iowa)
Iowa
$753K +$7.8K +54 +1%
FFA
1483
First Foundation Advisors
California
$752K – – –
IPAM
1484
Investment Partners Asset Management
New Jersey
$751K -$6.5K -45 -0.9%
GFP
1485
Gryphon Financial Partners
Ohio
$748K +$144 +1 +0%
OCM
1486
Osterweis Capital Management
California
$746K – – –
JHCP
1487
Jackson Hole Capital Partners
Oklahoma
$744K – – –
BIG
1488
Brooklyn Investment Group
New York
$744K +$488K +3,376 +196%
WP
1489
WealthPLAN Partners
Nebraska
$743K -$289 -2 -0%
PFW
1490
Petros Family Wealth
Minnesota
$741K +$450K +3,118 +153%
GAG
1491
Goodman Advisory Group
Massachusetts
$741K -$379K -2,623 -34%
LK
1492
Lumbard & Kellner
New Hampshire
$740K -$8.38K -58 -1%
PFS
1493
Prospect Financial Services
New York
$740K -$14.6K -101 -2%
OFO
1494
OneAscent Family Office
Alabama
$740K -$50.1K -347 -6%
AFA
1495
American Financial Advisors
Georgia
$737K -$23.8K -165 -3%
LIA
1496
Lynx Investment Advisory
District of Columbia
$736K +$4.48K +31 +0.6%
DI
1497
Diligent Investors
California
$736K +$2.02K +14 +0.3%
EI
1498
Ellevest Inc
New York
$735K – – –
SF
1499
Symphony Financial
Texas
$734K +$735K +5,092 New
EPG
1500
Estate Planners Group
Pennsylvania
$733K +$736K +5,093 New
58 59
60
61 62