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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
1926
Blackston Financial Advisory Group
Florida
$274K +$22.5K +170 +10%
HNWA
1927
Henrickson Nauta Wealth Advisors
Michigan
$274K -$35.8K -270 -12%
AFG
1928
ABLE Financial Group
Arizona
$273K +$257K +1,938 New
BW
1929
BXM Wealth
Colorado
$272K +$256K +1,932 New
SWA
1930
Sightline Wealth Advisors
Connecticut
$272K +$265 +2 +0.1%
MFF
1931
Michels Family Financial
Texas
$272K -$30.5K -230 -11%
CA
1932
Capital Advantage
California
$271K – – –
WWA
1933
Wisconsin Wealth Advisors
Wisconsin
$270K +$254K +1,918 New
PWM
1934
Pinnacle Wealth Management
California
$270K – – –
DDC
1935
DF Dent & Co
Maryland
$269K – – –
RWMH
1936
Riverpoint Wealth Management Holdings
Illinois
$269K +$265 +2 +0.1%
RMC
1937
Resources Management Corp
Connecticut
$269K -$14.6K -110 -5%
PPW
1938
Parcion Private Wealth
Washington
$269K +$253K +1,908 New
CYG
1939
Clean Yield Group
Vermont
$268K – – –
CPL
1940
CAP Partners LLC
Tennessee
$268K – – –
RGC
1941
Roberts, Glore & Co
Illinois
$268K – – –
ADBIC
1942
A.D. Beadell Investment Counsel
Wisconsin
$267K – – –
SWA
1943
Strategies Wealth Advisors
Michigan
$267K -$197K -1,490 -44%
SMH
1944
Sanders Morris Harris
Texas
$267K +$251K +1,892 New
AFP
1945
Alpha Financial Partners
Kentucky
$267K +$1.59K +12 +0.6%
MGWM
1946
Marks Group Wealth Management
Minnesota
$266K – – –
PWG
1947
Private Wealth Group
Florida
$266K – – –
CG
1948
CFO4Life Group
Texas
$266K – – –
BDPWM
1949
Barnes Dennig Private Wealth Management
Ohio
$266K – – –
NFA
1950
Northwest Financial Advisors
Virginia
$265K +$249K +1,882 New
76 77
78
79 80