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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1676
Angeles Wealth Management
California
$473K -$70.5K -500 -12%
CTFG
1677
Capstone Triton Financial Group
Oklahoma
$472K +$278K +1,973 +136%
LWM
1678
Lodestone Wealth Management
Washington
$471K -$12K -85 -2%
CRW
1679
Clarity Retirement & Wealth
Massachusetts
$470K +$171K +1,213 +52%
HCM
1680
Hall Capital Management
Rhode Island
$470K -$92.3K -655 -18%
RWS
1681
Resolute Wealth Strategies
Mississippi
$469K -$897K -6,363 -64%
HFBOT
1682
Home Federal Bank of Tennessee
Tennessee
$468K – – –
CGPCS
1683
Capital Group Private Client Services
California
$466K +$123K +875 +33%
HFS
1684
Howard Financial Services
Texas
$466K – – –
MW
1685
Marble Wealth
Alabama
$466K +$564 +4 +0.1%
VPW
1686
Vericrest Private Wealth
Pennsylvania
$465K – – –
BWM
1687
BNC Wealth Management
Oregon
$465K -$70.5K -500 -13%
GPA
1688
Guidance Point Advisors
Massachusetts
$464K -$7.19K -51 -1%
SFO
1689
Standard Family Office
South Dakota
$464K – – –
RCP
1690
Roan Capital Partners
Tennessee
$463K +$491K +3,486 New
SWGC
1691
Summit Wealth Group (Colorado)
Colorado
$463K +$23.3K +165 +5%
DWML
1692
Decker Wealth Management LLC
Tennessee
$461K – – –
WMWM
1693
Wilkins Miller Wealth Management
Alabama
$461K -$8.31K -59 -2%
FC
1694
Financial Council
Maryland
$461K – – –
EFG
1695
Elevated Financial Group
Indiana
$460K +$68.3K +485 +16%
PB
1696
Pinnacle Bancorp
Nebraska
$460K – – –
KWM
1697
KFG Wealth Management
Indiana
$459K – – –
ICMM
1698
Integrated Capital Management (Michigan)
Michigan
$458K -$1.83K -13 -0.4%
SDWMA
1699
Schneider Downs Wealth Management Advisors
Pennsylvania
$458K – – –
NSAM
1700
North Star Asset Management
Wisconsin
$458K – – –
66 67
68
69 70