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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1601
Charter Oak Capital Management
New Hampshire
$425K -$1.33K -12 -0.4%
SB
1602
Semitam Bonam
New York
$424K +$372K +3,350 New
TCM
1603
Triumph Capital Management
Colorado
$424K -$132K -1,192 -26%
CTA
1604
Colonial Trust Advisors
South Carolina
$423K -$27.7K -250 -7%
AWM
1605
Accel Wealth Management
Iowa
$422K +$38.2K +344 +11%
PA
1606
Procyon Advisors
Connecticut
$422K -$46.8K -422 -11%
WS
1607
Wela Strategies
Georgia
$422K +$7.1K +64 +2%
CFS
1608
Coordinated Financial Services
Colorado
$422K – – –
BHWM
1609
Beaird Harris Wealth Management
Texas
$420K +$222K +2,000 +152%
PL
1610
Parthenon LLC
Kentucky
$418K -$11.1K -100 -3%
MRP
1611
Measured Risk Portfolios
California
$416K +$5.99K +54 +2%
DWG
1612
Darden Wealth Group
Michigan
$416K +$9.1K +82 +3%
GFG
1613
Goldstone Financial Group
Illinois
$416K +$9.32K +84 +3%
IAS
1614
IMA Advisory Services
Colorado
$415K – – –
LIWM
1615
Long Island Wealth Management
New York
$415K +$121K +1,092 +50%
WN
1616
Williams & Novak
California
$414K -$104K -940 -22%
SIG
1617
Sky Investment Group
Connecticut
$414K – – –
SWM
1618
Silverlake Wealth Management
Vermont
$414K +$87K +784 +32%
SCTC
1619
Sanibel Captiva Trust Company
Florida
$414K +$14.4K +130 +4%
PWM
1620
Paulson Wealth Management
Illinois
$413K -$444 -4 -0.1%
GP
1621
Geneva Partners
Wisconsin
$412K +$5.11K +46 +1%
RA
1622
Ruggaard & Associates
Ohio
$411K – – –
EFG
1623
Everhart Financial Group
Ohio
$409K -$888 -8 -0.2%
ONST
1624
Old North State Trust
North Carolina
$404K – – –
WFA
1625
WMG Financial Advisors
Tennessee
$404K – – –
63 64
65
66 67