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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1876
Everhart Financial Group
Ohio
$533K -$65.8K -385 -12%
HCM
1877
Hengehold Capital Management
Ohio
$532K +$5.98K +35 +1%
CL
1878
CLG LLC
California
$532K +$171K +1,003 +56%
RBC
1879
Romano Brothers & Co
Illinois
$531K -$137K -800 -22%
OAS
1880
Optivise Advisory Services
Tennessee
$528K -$2.39K -14 -0.5%
AG
1881
AmeriFlex Group
Nevada
$528K +$293K +1,713 +162%
OP
1882
Oath Planning
Oklahoma
$528K +$342 +2 +0.1%
LBC
1883
Lane Brothers & Co
Arizona
$528K -$3.08K -18 -0.6%
CRW
1884
Clarity Retirement & Wealth
Massachusetts
$527K -$132K -774 -22%
HCM
1885
HMS Capital Management
Tennessee
$526K – – –
MWA
1886
Monograph Wealth Advisors
California
$523K +$154K +900 +49%
CMAI
1887
Capital Management Associates Inc
Minnesota
$522K – – –
IPS
1888
Investors Portfolio Services
Washington
$521K +$444K +2,596 +1,854%
GWS
1889
Glassman Wealth Services
Virginia
$519K +$277K +1,620 +147%
MWM
1890
MBE Wealth Management
Wisconsin
$517K – – –
RCM
1891
Regency Capital Management
Hawaii
$515K +$157K +918 +51%
PWM
1892
Peterson Wealth Management
Nevada
$512K +$29.6K +173 +7%
CFO
1893
CVA Family Office
Colorado
$512K +$84.6K +495 +23%
XAU
1894
XP Advisory US
Florida
$512K +$459K +2,688 New
SHFA
1895
SS&H Financial Advisors
Michigan
$511K +$458K +2,682 New
FIM
1896
Freedom Investment Management
Connecticut
$511K -$200K -1,173 -30%
CSC
1897
Caldwell Sutter Capital
California
$511K -$8.54K -50 -2%
TWIM
1898
TIAA Wealth Investment Management
New York
$509K +$214K +1,251 +86%
VL
1899
Vima LLC
Michigan
$507K +$455K +2,663 New
KWA
1900
Kellett Wealth Advisors
Ohio
$507K +$342 +2 +0.1%
74 75
76
77 78