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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2051
Martel Wealth Advisors
Washington
$282K – – –
MFG
2052
Midwest Financial Group
Kansas
$281K +$433 +3 +0.2%
SPW
2053
Signet Private Wealth
Illinois
$281K +$282K +1,953 New
FCM
2054
Fortis Capital Management
Washington
$281K +$282K +1,951 New
SMDAM
2055
Sumitomo Mitsui DS Asset Management
Japan
$280K +$281K +1,947 New
BW
2056
Balance Wealth
Ohio
$279K +$280K +1,936 New
POIA
2057
Pin Oak Investment Advisors
Texas
$278K – – –
SWA
2058
Sightline Wealth Advisors
Connecticut
$278K – – –
GWM
2059
GDS Wealth Management
Texas
$277K -$5.78K -40 -2%
PWP
2060
Precedent Wealth Partners
Texas
$277K +$6.07K +42 +2%
CA
2061
Capital Advantage
California
$277K -$144 -1 -0.1%
T
2062
TrustBank
Illinois
$276K +$277K +1,919 New
AA
2063
Advisory Advocates
Michigan
$276K +$277K +1,919 New
WWA
2064
Wisconsin Wealth Advisors
Wisconsin
$276K – – –
FFP
2065
FourThought Financial Partners
Florida
$276K +$22.1K +153 +9%
PWM
2066
Pinnacle Wealth Management
California
$276K – – –
RWMH
2067
Riverpoint Wealth Management Holdings
Illinois
$275K +$433 +3 +0.2%
DDC
2068
DF Dent & Co
Maryland
$275K – – –
MFF
2069
Michels Family Financial
Texas
$275K -$2.6K -18 -0.9%
PPW
2070
Parcion Private Wealth
Washington
$275K – – –
CYG
2071
Clean Yield Group
Vermont
$274K – – –
UPS
2072
UHLMANN PRICE SECURITIES
Illinois
$274K +$275K +1,903 New
RMC
2073
Resources Management Corp
Connecticut
$274K -$722 -5 -0.3%
CWS
2074
Cypress Wealth Services
California
$274K +$275K +1,903 New
VCM
2075
Virtue Capital Management
Tennessee
$274K -$2.05M -14,170 -88%
81 82
83
84 85