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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1501
Hurlow Wealth Management Group
Indiana
$212K +$192K +2,436 New
BFG
1502
Berger Financial Group
Minnesota
$211K +$192K +2,432 New
FAM
1503
Flaharty Asset Management
Florida
$211K +$191K +2,428 New
VC
1504
Vestor Capital
Illinois
$211K +$788 +10 +0.4%
TCMP
1505
Thrive Capital Management (Pennsylvania)
Pennsylvania
$211K +$191K +2,422 New
EFG
1506
Ethos Financial Group
Pennsylvania
$210K – – –
BWCS
1507
Beirne Wealth Consulting Services
Connecticut
$210K +$190K +2,414 New
KWM
1508
Kolinsky Wealth Management
New Jersey
$209K +$192K +2,438 New
HFS
1509
Howard Financial Services
Texas
$209K +$189K +2,400 New
CCP
1510
Clarkston Capital Partners
Michigan
$209K +$189K +2,400 New
TFM
1511
TFC Financial Management
Massachusetts
$208K +$158 +2 +0.1%
FWM
1512
Fairhaven Wealth Management
Illinois
$208K +$189K +2,392 New
MHR
1513
Matthew Hamilton Rosenberg
$207K -$122K -1,550 -39%
BP
1514
Broadleaf Partners
Ohio
$207K +$188K +2,380 New
PVM
1515
Palogic Value Management
Texas
$207K +$188K +2,380 New
RWM
1516
Rockwood Wealth Management
Pennsylvania
$207K +$187K +2,378 New
IDA
1517
Intelligence Driven Advisers
California
$205K +$188K +2,388 New
CDH
1518
Charles D. Hyman
$205K +$186K +2,362 New
FWTB
1519
First Western Trust Bank
Colorado
$205K +$186K +2,354 New
HCM
1520
Horrell Capital Management
Arkansas
$203K – – –
TSWM
1521
Tyler-Stone Wealth Management
Ohio
$203K +$184K +2,336 New
SAA
1522
Southeast Asset Advisors
Georgia
$203K +$184K +2,334 New
OPCM
1523
Osborne Partners Capital Management
California
$203K -$74.1K -940 -29%
TBWA
1524
Three Bridge Wealth Advisors
California
$202K +$183K +2,328 New
PWG
1525
Portside Wealth Group
Utah
$202K +$183K +2,324 New
59 60
61
62 63