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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1951
Coastwise Capital Group
California
$331K -$29.8K -206 -8%
LJAC
1952
L.J. Altfest & Co
New York
$331K -$74.5K -516 -18%
PFSC
1953
Peoples Financial Services Corp
Pennsylvania
$331K -$56.3K -390 -15%
LCM
1954
Lazari Capital Management
California
$330K +$331K +2,292 New
LFS
1955
Legacy Financial Strategies
Kansas
$330K +$6.93K +48 +2%
MFGM
1956
Marshall Financial Group (Maryland)
Maryland
$329K – – –
WDG
1957
Wealth Dimensions Group
Ohio
$329K +$27.1K +188 +9%
CWA
1958
Crusonia Wealth Advisors
Colorado
$329K +$330K +2,282 New
BP
1959
Broadleaf Partners
Ohio
$328K – – –
CFG
1960
Cooper Financial Group
California
$328K -$105K -724 -24%
SSW
1961
Stone Summit Wealth
Florida
$328K -$71.3K -494 -18%
WH
1962
Willner & Heller
California
$328K +$289 +2 +0.1%
WCFA
1963
Walkner Condon Financial Advisors
Wisconsin
$327K -$11.6K -80 -3%
OFP
1964
OLIO Financial Planning
Virginia
$327K -$45.6K -316 -12%
PPWM
1965
Paragon Private Wealth Management
Kentucky
$327K -$24K -166 -7%
FCG
1966
Fielder Capital Group
Tennessee
$327K -$56.3K -390 -15%
ACGA
1967
Atlanta Consulting Group Advisors
Georgia
$327K +$67.6K +468 +26%
TF
1968
TLWM Financial
Texas
$325K +$117K +812 +56%
SWRP
1969
Summit Wealth & Retirement Planning
California
$325K – – –
FWP
1970
Firethorn Wealth Partners
Georgia
$325K +$289 +2 +0.1%
SGWM
1971
Sterling Group Wealth Management
California
$325K – – –
II
1972
Impact Investors
California
$323K -$28.9K -200 -8%
CWA
1973
Canvas Wealth Advisors
Kansas
$321K +$322K +2,232 New
PP
1974
Pearl Planning
Michigan
$321K +$322K +2,232 New
TCM
1975
Triumph Capital Management
Colorado
$321K -$6.64K -46 -2%
77 78
79
80 81