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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1501
Addison Advisors
Vermont
$611K – – –
PAG
1502
Paladin Advisory Group
Iowa
$610K – – –
SHWM
1503
Smith & Howard Wealth Management
Georgia
$608K -$1.32K -10 -0.2%
SC
1504
SouthState Corp
Florida
$605K -$300K -2,264 -35%
MCP
1505
Mirador Capital Partners
California
$605K +$44.8K +338 +9%
KCM
1506
Kendall Capital Management
Maryland
$604K +$60.9K +460 +12%
ACM
1507
Avalon Capital Management
California
$601K -$278K -2,098 -33%
CFS
1508
CRA Financial Services
New Jersey
$600K +$265 +2 +0%
VC
1509
Vicus Capital
Pennsylvania
$598K +$265 +2 +0%
CCM
1510
Canal Capital Management
Virginia
$598K +$4.5K +34 +0.8%
AWP
1511
Ascent Wealth Partners
New York
$597K +$78.9K +596 +15%
TCM
1512
Traynor Capital Management
Pennsylvania
$594K -$7.15K -54 -1%
MFT
1513
Moisand Fitzgerald Tamayo
Florida
$594K – – –
TWCA
1514
Two West Capital Advisors
Kansas
$594K +$91.4K +690 +21%
PB
1515
Pinnacle Bancorp
Nebraska
$593K – – –
MPW
1516
Magnolia Private Wealth
Pennsylvania
$590K – – –
FFA
1517
Frazier Financial Advisors
Ohio
$590K +$51.6K +390 +10%
GFPC
1518
Global Financial Private Client
Florida
$590K – – –
BFIC
1519
Bedell Frazier Investment Counselling
California
$589K +$268K +2,022 +94%
TGAM
1520
TBH Global Asset Management
Tennessee
$587K +$552K +4,168 New
TWA
1521
Talisman Wealth Advisors
New Jersey
$582K -$26.2K -198 -5%
HPM
1522
Hoxton Planning & Management
West Virginia
$581K -$89.3K -674 -14%
LAMC
1523
Longview Asset Management (California)
California
$580K – – –
SRC
1524
Shufro Rose & Co
New York
$579K – – –
YCG
1525
Yeomans Consulting Group
Georgia
$578K -$9.01K -68 -2%
59 60
61
62 63