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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1576
Modern Wealth Management
Kansas
$253K +$234K +2,632 New
SSWM
1577
Sheets Smith Wealth Management
North Carolina
$252K +$76.7K +862 +49%
ERIC
1578
Eagle Rock Investment Company
Georgia
$252K -$15.1K -170 -6%
WWS
1579
Wellington Wealth Strategies
Indiana
$251K +$232K +2,608 New
IA
1580
Insight Advisors
Pennsylvania
$250K +$9.62K +108 +4%
PCMF
1581
Private Capital Management (Florida)
Florida
$250K – – –
WFS
1582
Widmann Financial Services
Maryland
$250K – – –
BFM
1583
Boothbay Fund Management
New York
$250K +$231K +2,600 New
OFP
1584
OLIO Financial Planning
Virginia
$250K – – –
EWMCB
1585
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$249K +$230K +2,584 New
GAA
1586
Guardian Asset Advisors
Pennsylvania
$248K +$230K +2,582 New
FAM
1587
Flaharty Asset Management
Florida
$248K – – –
MG
1588
Marex Group
$248K -$656K -7,364 -74%
PCFFS
1589
Pacific Center for Financial Services
California
$248K – – –
GTAM
1590
Global Trust Asset Management
Florida
$247K +$46.3K +520 +25%
ADL
1591
Asset Dedication LLC
California
$246K – – –
MIM
1592
Miller Investment Management
Pennsylvania
$245K – – –
PA
1593
PSI Advisors
Florida
$245K – – –
GWM
1594
Greenwich Wealth Management
Connecticut
$245K -$5.16K -58 -2%
DAC
1595
Dividend Assets Capital
South Carolina
$245K – – –
BCA
1596
Bray Capital Advisors
Florida
$244K -$116K -1,298 -34%
RWP
1597
Ridgecrest Wealth Partners
California
$244K +$6.23K +70 +3%
BCP
1598
Berkeley Capital Partners
Georgia
$244K +$226K +2,538 New
EFN
1599
Equita Financial Network
Pennsylvania
$244K – – –
SWM
1600
Sugarloaf Wealth Management
Georgia
$243K +$356 +4 +0.2%
62 63
64
65 66