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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1801
Sightline Wealth Advisors
Connecticut
$218K – – –
CCFM
1802
Clear Creek Financial Management
Washington
$218K +$203K +1,926 New
PWM
1803
Pinnacle Wealth Management
California
$217K -$40.6K -386 -17%
DDC
1804
DF Dent & Co
Maryland
$216K +$201K +1,912 New
TODC
1805
Trustees of Dartmouth College
New Hampshire
$216K +$201K +1,910 New
WIM
1806
WealthPlan Investment Management
Nebraska
$216K +$201K +1,908 New
NFA
1807
Northwest Financial Advisors
Virginia
$216K +$201K +1,906 New
CYG
1808
Clean Yield Group
Vermont
$215K – – –
OHWP
1809
Oak Harbor Wealth Partners
North Carolina
$215K – – –
CPL
1810
CAP Partners LLC
Tennessee
$215K +$200K +1,900 New
AWM
1811
Avaii Wealth Management
Wisconsin
$214K +$199K +1,894 New
FWM
1812
FMB Wealth Management
California
$214K +$199K +1,890 New
CGA
1813
Crescent Grove Advisors
Illinois
$213K +$198K +1,884 New
RWP
1814
Revolve Wealth Partners
New Jersey
$212K -$22.7K -216 -10%
EBSAM
1815
Eubel Brady & Suttman Asset Management
Ohio
$210K +$195K +1,854 New
BBNA
1816
Bremer Bank National Association
Minnesota
$210K -$66.1K -628 -25%
MW
1817
Members Wealth
Pennsylvania
$210K +$172K +1,636 New
BCA
1818
Bray Capital Advisors
Florida
$209K -$14.7K -140 -7%
HCA
1819
Horan Capital Advisors
Ohio
$209K +$195K +1,850 New
V
1820
ViaWealth
Kansas
$209K +$195K +1,848 New
SAS
1821
Stelac Advisory Services
New York
$209K – – –
KCM
1822
Kaye Capital Management
California
$208K +$194K +1,838 New
WMA
1823
Wealth Management Associates
New Jersey
$208K – – –
MFS
1824
McNamara Financial Services
Massachusetts
$207K +$193K +1,830 New
MFG
1825
Midwest Financial Group
Kansas
$207K +$193K +1,830 New
71 72
73
74 75