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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWG
1851
Shared Vision Wealth Group
United States
$545K – – –
GWM
1852
Greenwich Wealth Management
Connecticut
$545K – – –
ACM
1853
Arlington Capital Management
Illinois
$545K +$489K +2,860 New
CA
1854
Carson Advisory
Georgia
$544K +$13.3K +78 +3%
DKCM
1855
Davidson Kahn Capital Management
California
$543K – – –
EFN
1856
Equita Financial Network
Pennsylvania
$542K +$9.57K +56 +2%
RFA
1857
Register Financial Advisors
Georgia
$540K -$42.7K -250 -8%
TPI
1858
Trust Point Inc
Wisconsin
$540K -$2.9K -17 -0.6%
IAAG
1859
Innovative Asset Advisors Group
Connecticut
$538K +$342 +2 +0.1%
FPL
1860
Fortress Private Ledger
North Carolina
$537K -$6.66K -39 -1%
IIC
1861
Integrated Investment Consultants
Michigan
$537K -$44.3K -259 -8%
LA
1862
Lifeworks Advisors
Michigan
$537K +$481K +2,818 New
LWM
1863
LongView Wealth Management
Georgia
$536K -$113K -662 -19%
WW
1864
Waterfront Wealth
Kansas
$536K +$34.2K +200 +7%
PCFFS
1865
Pacific Center for Financial Services
California
$535K – – –
SW
1866
StrongBox Wealth
Missouri
$534K -$513 -3 -0.1%
MW
1867
Marks Wealth
Maryland
$534K +$479K +2,802 New
MSR
1868
Main Street Research
Connecticut
$533K – – –
EFG
1869
Everhart Financial Group
Ohio
$533K -$65.8K -385 -12%
HCM
1870
Hengehold Capital Management
Ohio
$532K +$5.98K +35 +1%
CL
1871
CLG LLC
California
$532K +$171K +1,003 +56%
RBC
1872
Romano Brothers & Co
Illinois
$531K -$137K -800 -22%
OAS
1873
Optivise Advisory Services
Tennessee
$528K -$2.39K -14 -0.5%
AG
1874
AmeriFlex Group
Nevada
$528K +$293K +1,713 +162%
OP
1875
Oath Planning
Oklahoma
$528K +$342 +2 +0.1%
73 74
75
76 77