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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1726
Burney Company
Virginia
$262K +$24.4K +222 +11%
MWM
1727
MBE Wealth Management
Wisconsin
$261K – – –
CPA
1728
Cardiff Park Advisors
California
$260K – – –
FFO
1729
Fiduciary Family Office
Florida
$259K +$30.7K +280 +14%
WE
1730
Wealth Effects
Massachusetts
$259K -$33.8K -308 -12%
CAWM
1731
Capital Advisors Wealth Management
Washington
$258K -$1.76K -16 -0.7%
MFGM
1732
Marshall Financial Group (Maryland)
Maryland
$258K – – –
CTA
1733
Chesley Taft & Associates
Illinois
$256K – – –
LWM
1734
LJI Wealth Management
Indiana
$256K – – –
CTFG
1735
Capstone Triton Financial Group
Oklahoma
$255K – – –
SGWM
1736
Sterling Group Wealth Management
California
$255K – – –
FWP
1737
Firethorn Wealth Partners
Georgia
$254K +$18.7K +170 +8%
RAM
1738
Readystate Asset Management
Illinois
$254K -$59.3K -540 -19%
AWM
1739
Accel Wealth Management
Iowa
$253K +$220 +2 +0.1%
CWM
1740
CIBC World Markets
New York
$251K -$469K -4,272 -66%
RFP
1741
Root Financial Partners
California
$250K +$243K +2,216 New
ZIMP
1742
Zimmermann Investment Management & Planning
Pennsylvania
$250K +$7.9K +72 +3%
OFP
1743
OLIO Financial Planning
Virginia
$250K – – –
TCG
1744
Transcendent Capital Group
Oklahoma
$249K -$4.39K -40 -2%
CCT
1745
Capital City Trust
Florida
$249K +$242K +2,204 New
CG
1746
CFO4Life Group
Texas
$248K -$128K -1,170 -35%
BWCS
1747
Beirne Wealth Consulting Services
Connecticut
$248K – – –
SFG
1748
Sunburst Financial Group
Alabama
$248K -$13.2K -120 -5%
SCI
1749
Stableford Capital II
Arizona
$248K +$10.8K +98 +5%
PMG
1750
Private Management Group
California
$247K -$9K -82 -4%
68 69
70
71 72