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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1726
Peak Wealth Management
New Hampshire
$485K +$487K +3,371 New
LW
1727
Linscomb Wealth
Texas
$484K +$486K +3,364 New
GFG
1728
Goldstone Financial Group
Illinois
$483K +$17.5K +121 +4%
SIG
1729
Sky Investment Group
Connecticut
$483K – – –
TA
1730
TruWealth Advisors
Louisiana
$483K -$9.53K -66 -2%
SB
1731
Semitam Bonam
New York
$482K – – –
AAS
1732
Asset Allocation Strategies
Michigan
$482K -$5.63K -39 -1%
SWGC
1733
Summit Wealth Group (Colorado)
Colorado
$478K +$480K +3,321 New
TWA
1734
Talisman Wealth Advisors
New Jersey
$474K -$124K -856 -21%
SHFA
1735
SS&H Financial Advisors
Michigan
$473K – – –
IAS
1736
IMA Advisory Services
Colorado
$472K – – –
CCFCSB
1737
Cape Cod Five Cents Savings Bank
Massachusetts
$471K -$302K -2,088 -50%
VWA
1738
VSM Wealth Advisory
Maryland
$471K +$375K +2,594 +383%
GP
1739
Geneva Partners
Wisconsin
$470K +$6.64K +46 +1%
MAS
1740
Meeder Advisory Services
Ohio
$469K -$39K -270 -8%
SEP
1741
Southland Equity Partners
Missouri
$469K +$47.2K +327 +11%
RA
1742
Ruggaard & Associates
Ohio
$467K – – –
CWM
1743
Cadence Wealth Management
Massachusetts
$464K +$1.3K +9 +0.3%
MW
1744
Members Wealth
Pennsylvania
$464K +$225K +1,557 +96%
VCP
1745
Vista Capital Partners
Oregon
$461K +$139K +964 +43%
EFG
1746
Everhart Financial Group
Ohio
$460K -$6.64K -46 -1%
FEG
1747
Financial Enhancement Group
Indiana
$460K -$6.71M -46,493 -94%
IIC
1748
Integrated Investment Consultants
Michigan
$458K -$1.44K -10 -0.3%
ONST
1749
Old North State Trust
North Carolina
$457K -$3.18K -22 -0.7%
DWA
1750
Douglass Winthrop Advisors
New York
$457K – – –
68 69
70
71 72