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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JHC
1726
J. Hagan Capital
Kentucky
$273K +$267K +2,352 New
TIM
1727
Thompson Investment Management
Wisconsin
$273K – – –
BWA
1728
Bordeaux Wealth Advisors
California
$273K +$77.8K +686 +35%
TPA
1729
Trivium Point Advisory
Connecticut
$272K -$52.4K -462 -15%
TC
1730
TFR Capital
Texas
$272K +$299K +2,638 New
WW
1731
Waterfront Wealth
Kansas
$271K – – –
AO
1732
Advisor OS
Illinois
$271K -$1.42M -12,500 -83%
CS
1733
Crescent Sterling
Louisiana
$271K +$297K +2,622 New
RWP
1734
Ridgecrest Wealth Partners
California
$269K – – –
USB
1735
Union Savings Bank
Connecticut
$269K – – –
VPWA
1736
Vestia Personal Wealth Advisors
Indiana
$268K – – –
WFS
1737
Widmann Financial Services
Maryland
$268K – – –
APC
1738
Aspire Private Capital
North Carolina
$268K -$2.95K -26 -1%
CWA
1739
Crux Wealth Advisors
California
$267K -$10.9K -96 -4%
OFP
1740
OLIO Financial Planning
Virginia
$267K – – –
KIG
1741
Kessler Investment Group
Indiana
$267K – – –
SPWM
1742
Straight Path Wealth Management
Michigan
$267K -$18.8K -166 -6%
CCA
1743
Cadent Capital Advisors
Oklahoma
$266K -$34.2K -302 -11%
BIA
1744
Bell Investment Advisors
California
$264K – – –
MWA
1745
MN Wealth Advisors
Kansas
$264K +$11.8K +104 +4%
PSFG
1746
Prairie Sky Financial Group
Illinois
$264K -$52.8K -466 -15%
DFG
1747
Dynamic Financial Group
Iowa
$263K – – –
JAA
1748
Joel Adams & Associates
North Carolina
$263K +$289K +2,550 New
HAM
1749
Harmony Asset Management
Arizona
$262K -$19K -168 -6%
CWM
1750
Cahaba Wealth Management
Georgia
$262K +$1.81K +16 +0.6%
68 69
70
71 72