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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
2101
Capstone Triton Financial Group
Oklahoma
$372K -$252K -1,474 -43%
CNBOF
2102
City National Bank of Florida
Florida
$372K -$169K -992 -34%
CWM
2103
Copia Wealth Management
Oregon
$372K – – –
TDC
2104
Thompson Davis & Co
Virginia
$372K -$85.4K -500 -20%
SWM
2105
SHP Wealth Management
Massachusetts
$371K +$82.4K +482 +33%
BP
2106
BWM Planning
Texas
$371K +$74.3K +435 +29%
RWM
2107
RKL Wealth Management
Pennsylvania
$371K +$333K +1,946 New
CA
2108
Capital Advantage
California
$370K +$3.42K +20 +1%
SGK
2109
Steigerwald Gordon & Koch
Virginia
$368K -$17.1K -100 -5%
CA
2110
Crane Advisory
California
$368K +$342 +2 +0.1%
RWMH
2111
Riverpoint Wealth Management Holdings
Illinois
$365K +$513 +3 +0.2%
SHFG
2112
S Harris Financial Group
Texas
$365K -$66.5K -389 -17%
BIA
2113
Bell Investment Advisors
California
$365K -$110K -644 -25%
PWM
2114
Pinnacle Wealth Management
California
$365K – – –
LWMNY
2115
Landmark Wealth Management (New York)
New York
$365K +$47K +275 +17%
DDC
2116
DF Dent & Co
Maryland
$364K – – –
BFAG
2117
Blackston Financial Advisory Group
Florida
$364K -$33.5K -196 -9%
SGWM
2118
Sterling Group Wealth Management
California
$364K -$74.5K -436 -19%
SF
2119
Succession Financial
Texas
$363K +$326K +1,906 New
CYG
2120
Clean Yield Group
Vermont
$363K – – –
RMC
2121
Resources Management Corp
Connecticut
$363K – – –
UPS
2122
UHLMANN PRICE SECURITIES
Illinois
$363K – – –
CPL
2123
CAP Partners LLC
Tennessee
$362K – – –
RGC
2124
Roberts, Glore & Co
Illinois
$362K – – –
AFP
2125
Alpha Financial Partners
Kentucky
$361K +$342 +2 +0.1%
83 84
85
86 87