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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1676
ABLE Financial Group
Arizona
$215K +$199K +2,234 New
KCFA
1677
Key Client Fiduciary Advisors
New Jersey
$215K -$2.77M -31,132 -93%
ZIMP
1678
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$198K +2,224 New
TCG
1679
Transcendent Capital Group
Oklahoma
$212K +$196K +2,200 New
CL
1680
Cabana LLC
Arkansas
$211K +$195K +2,190 New
LIWM
1681
Long Island Wealth Management
New York
$210K +$194K +2,182 New
WB
1682
West Bancorporation
Iowa
$210K +$194K +2,182 New
JGUA
1683
John G. Ullman & Associates
New York
$209K +$193K +2,172 New
SIS
1684
Sound Income Strategies
Florida
$208K +$103K +1,162 +116%
CAWM
1685
Capital Advisors Wealth Management
Washington
$208K +$192K +2,160 New
NWM
1686
Napa Wealth Management
California
$207K +$192K +2,156 New
BB
1687
Bell Bank
North Dakota
$207K +$192K +2,154 New
AIS
1688
American Investment Services
Massachusetts
$207K +$191K +2,150 New
FPWM
1689
FSB Premier Wealth Management
Iowa
$207K +$191K +2,150 New
FAG
1690
Fortitude Advisory Group
Washington
$207K -$38.1K -428 -17%
AWM
1691
Affinity Wealth Management
Delaware
$207K +$191K +2,148 New
AC
1692
Apella Capital
Connecticut
$206K +$199K +2,236 New
FWM
1693
Focused Wealth Management
New York
$205K +$73K +820 +62%
AFG
1694
Albion Financial Group
Utah
$205K -$14.6K -164 -7%
BCPWM
1695
Bradley & Co Private Wealth Management
Florida
$205K – – –
CWP
1696
Curated Wealth Partners
California
$203K +$188K +2,114 New
MPW
1697
Monterey Private Wealth
California
$203K +$187K +2,106 New
KCM
1698
Kaye Capital Management
California
$203K +$179K +2,006 New
CYG
1699
Clean Yield Group
Vermont
$202K – – –
LFA
1700
Legacy Financial Advisors
Kentucky
$202K -$41K -460 -18%
66 67
68
69 70