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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1501
Pathway Financial Advisers
Indiana
$343K -$17.6K -174 -5%
CP
1502
Canopy Partners
Ohio
$342K – – –
GP
1503
Geneva Partners
Wisconsin
$342K +$11.3K +112 +4%
RFA
1504
RTD Financial Advisors
Pennsylvania
$342K -$2.23K -22 -0.7%
S
1505
Syntrinsic
Colorado
$341K – – –
FFA
1506
Frazier Financial Advisors
Ohio
$338K +$58.7K +580 +22%
RA
1507
Ruggaard & Associates
Ohio
$338K – – –
WE
1508
Wealth Effects
Massachusetts
$336K -$163K -1,608 -33%
JFG
1509
JDM Financial Group
Texas
$335K +$148K +1,460 +83%
TCBWMS
1510
Texas Capital Bank Wealth Management Services
Texas
$334K -$302K -2,984 -48%
ONST
1511
Old North State Trust
North Carolina
$333K +$323K +3,194 New
MCA
1512
MSH Capital Advisors
Arizona
$333K +$8.29K +82 +3%
GPFA
1513
Game Plan Financial Advisors
Ohio
$333K -$11.1K -110 -2%
1SB
1514
1ST Source Bank
Indiana
$332K – – –
CFG
1515
Clayton Financial Group
Missouri
$332K +$323K +3,190 New
AAG
1516
Armstrong Advisory Group
Massachusetts
$331K – – –
GFWA
1517
Grey Fox Wealth Advisors
Delaware
$331K +$405 +4 +0.1%
ICM
1518
IMS Capital Management
Oregon
$330K +$405 +4 +0.1%
VBFG
1519
Vishria Bird Financial Group
Tennessee
$330K – – –
WHG
1520
Westwood Holdings Group
Texas
$329K – – –
TNB
1521
Thomasville National Bank
Georgia
$328K – – –
VWA
1522
VERITY Wealth Advisors
United States
$328K +$319K +3,150 New
APW
1523
Aurora Private Wealth
New Jersey
$326K +$6.07K +60 +2%
PGAM
1524
Princeton Global Asset Management
New Jersey
$326K +$23.7K +234 +8%
FIC
1525
FCG Investment Company
Tennessee
$324K +$315K +3,114 New
59 60
61
62 63