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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1701
Madden Securities
Texas
$202K +$187K +2,100 New
TVM
1702
True Vision MN
Minnesota
$202K +$187K +2,100 New
OWM
1703
OneAscent Wealth Management
Alabama
$202K +$187K +2,096 New
CFCI
1704
Comprehensive Financial Consultants Institutional
Indiana
$201K +$186K +2,092 New
BC
1705
Burney Company
Virginia
$201K +$186K +2,092 New
MFS
1706
McNamara Financial Services
Massachusetts
$201K +$186K +2,090 New
FFP
1707
FourThought Financial Partners
Florida
$201K +$186K +2,090 New
SIG
1708
Spinnaker Investment Group
California
$201K +$186K +2,086 New
FWTB
1709
First Western Trust Bank
Colorado
$201K +$186K +2,084 New
SA
1710
SRH Advisors
Kansas
$194K – – –
CSWG
1711
Cardinal Strategic Wealth Guidance
Kentucky
$193K +$890 +10 +0.5%
CPA
1712
Cardiff Park Advisors
California
$193K +$178 +2 +0.1%
OHWP
1713
Oak Harbor Wealth Partners
North Carolina
$192K – – –
BC
1714
Belmont Capital
California
$192K +$178K +2,000 New
PFM
1715
Phillips Financial Management
Indiana
$190K +$23K +258 +15%
POIA
1716
Pin Oak Investment Advisors
Texas
$190K – – –
FIM
1717
FWL Investment Management
Texas
$187K – – –
MTIC
1718
Missouri Trust & Investment Company
Missouri
$177K +$3.56K +40 +2%
SMA
1719
Sage Mountain Advisors
Georgia
$177K – – –
AWM
1720
Activest Wealth Management
Florida
$177K +$26.5K +298 +19%
M
1721
MOTCO
Texas
$174K – – –
AT
1722
Avalon Trust
New Mexico
$173K +$160K +1,802 New
OIA
1723
Optimum Investment Advisors
Illinois
$173K -$8.9K -100 -5%
CSWM
1724
Cassady Schiller Wealth Management
Ohio
$173K – – –
RAM
1725
Ramirez Asset Management
New York
$173K – – –
67 68
69
70 71