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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1626
Smith & Howard Wealth Management
Georgia
$821K -$854 -5 -0.1%
KLCM
1627
KG&L Capital Management
Louisiana
$819K +$20.8K +122 +3%
LWM
1628
Liberty Wealth Management
California
$818K – – –
DWG
1629
Darden Wealth Group
Michigan
$818K +$47.8K +280 +7%
ACM
1630
Avalon Capital Management
California
$817K – – –
HP
1631
Holistic Planning
Texas
$817K +$79.8K +467 +12%
RI
1632
Ridgewood Investments
New Jersey
$815K -$13.8K -81 -2%
SIM
1633
Samara Investment Management
Oregon
$813K +$148K +866 +25%
PAG
1634
Paladin Advisory Group
Iowa
$813K -$10.6K -62 -1%
EFS
1635
Essex Financial Services
Connecticut
$813K +$88K +515 +14%
MFA
1636
Mayflower Financial Advisors
Massachusetts
$811K -$94.1K -551 -11%
PEWA
1637
Pacific Excel Wealth Advisors
California
$810K +$727K +4,252 New
HFO
1638
Heritage Family Offices
Arizona
$810K -$140K -821 -16%
IIA
1639
IPG Investment Advisors
California
$809K +$25.6K +150 +4%
1WA
1640
180 Wealth Advisors
Washington
$808K -$56K -328 -7%
MW
1641
Members Wealth
Pennsylvania
$807K – – –
CCM
1642
Canal Capital Management
Virginia
$807K -$50.9K -298 -7%
WN
1643
Williams & Novak
California
$805K +$199K +1,163 +38%
GIA
1644
Guyasuta Investment Advisors
Pennsylvania
$804K +$28.7K +168 +4%
JWS
1645
Juncture Wealth Strategies
Arizona
$799K -$46.8K -274 -6%
TRIA
1646
Trail Ridge Investment Advisors
Colorado
$798K +$299K +1,749 +72%
ASCM
1647
Adkins Seale Capital Management
Louisiana
$797K – – –
GFPC
1648
Global Financial Private Client
Florida
$797K – – –
IMT
1649
Investment Management Trust
Massachusetts
$797K +$854 +5 +0.1%
RP
1650
Rice Partnership
Hawaii
$794K – – –
64 65
66
67 68