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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
1926
Wescott Financial Advisory Group
Pennsylvania
$225K -$302K -2,594 -57%
WE
1927
Wealth Effects
Massachusetts
$225K -$41.6K -358 -16%
SWA
1928
Sightline Wealth Advisors
Connecticut
$224K – – –
WRPWM
1929
Werba Rubin Papier Wealth Management
California
$224K +$224K +1,924 New
WWG
1930
West Wealth Group
California
$223K +$224K +1,922 New
IWA
1931
Invera Wealth Advisors
Oregon
$223K +$698 +6 +0.3%
DFCM
1932
Dark Forest Capital Management
Puerto Rico
$223K -$232K -1,998 -51%
REMPR
1933
Roof Eidam Maycock Peralta (REMP)
California
$223K – – –
CD
1934
Chapin Davis
Maryland
$223K – – –
POIA
1935
Pin Oak Investment Advisors
Texas
$223K – – –
PMG
1936
Private Management Group
California
$223K -$32.1K -276 -13%
FVWA
1937
Foster Victor Wealth Advisors
South Carolina
$223K -$11.6K -100 -5%
PWM
1938
Pinnacle Wealth Management
California
$223K – – –
DDC
1939
DF Dent & Co
Maryland
$222K – – –
FIC
1940
FCG Investment Company
Tennessee
$222K +$15.1K +130 +7%
TODC
1941
Trustees of Dartmouth College
New Hampshire
$222K – – –
MCM
1942
M1 Capital Management
Michigan
$222K +$222K +1,910 New
CYG
1943
Clean Yield Group
Vermont
$221K – – –
QAM
1944
Q3 Asset Management
Michigan
$221K -$172K -1,480 -44%
AFG
1945
Allegheny Financial Group
Pennsylvania
$221K -$58.2K -500 -21%
CPL
1946
CAP Partners LLC
Tennessee
$221K – – –
OHWP
1947
Oak Harbor Wealth Partners
North Carolina
$221K – – –
PW
1948
Peninsula Wealth
California
$221K +$221K +1,900 New
NWMG
1949
National Wealth Management Group
Ohio
$221K -$239K -2,050 -52%
HFM
1950
Harvest Fund Management
China
$220K – – –
76 77
78
79 80