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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
APSI
1801
Asset Planning Services Inc
Louisiana
$591K – – –
CD
1802
Chapin Davis
Maryland
$591K – – –
TWM
1803
Tortuga Wealth Management
California
$591K -$96K -562 -15%
MSS
1804
Mitchell Sinkler & Starr
Pennsylvania
$591K – – –
FWM
1805
Fonville Wealth Management
Virginia
$588K +$171 +1 +0%
PWA
1806
Primoris Wealth Advisors
Florida
$587K – – –
FAL
1807
Focused Alpha LLC
Colorado
$586K -$5.47K -32 -1%
CWM
1808
Connecticut Wealth Management
Connecticut
$586K -$342 -2 -0.1%
CPSC
1809
Carl P. Sherr & Co
Massachusetts
$585K – – –
FWP
1810
Firethorn Wealth Partners
Georgia
$583K +$27.2K +159 +5%
JSL
1811
JT Stratford LLC
Georgia
$583K +$513 +3 +0.1%
CAU
1812
Caxton Associates (UK)
$583K +$523K +3,058 New
NWMG
1813
National Wealth Management Group
Ohio
$582K +$522K +3,057 New
EP
1814
Edgestream Partners
New Jersey
$582K -$228K -1,335 -30%
RFP
1815
RCS Financial Planning
Maryland
$581K -$13.7K -80 -3%
DTL
1816
Dynamic Technology Lab
Singapore
$581K +$521K +3,050 New
HAM
1817
Harmony Asset Management
Arizona
$580K +$171 +1 +0%
AFWM
1818
Arta Finance Wealth Management
California
$580K +$26.8K +157 +5%
CA
1819
Commerce Advisors
Tennessee
$580K – – –
OFG
1820
Opulen Financial Group
Virginia
$579K +$683 +4 +0.1%
NPFS
1821
Novak & Powell Financial Services
Florida
$578K – – –
PWP
1822
Precedent Wealth Partners
Texas
$576K +$202K +1,181 +64%
PCMK
1823
Paragon Capital Management (Kansas)
Kansas
$573K -$37.6K -220 -7%
RFA
1824
RTD Financial Advisors
Pennsylvania
$572K – – –
VIP
1825
Value Investment Professionals
New York
$572K +$513K +3,000 New
71 72
73
74 75