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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
2101
Guardian Wealth Advisors (North Carolina)
North Carolina
$234K +$249K +1,764 New
FS
2102
Financial Symmetry
North Carolina
$234K – – –
MWA
2103
Madson Wealth Advisors
California
$233K +$247K +1,755 New
FIM
2104
FWL Investment Management
Texas
$233K – – –
JBI
2105
John Boyer Inc
Florida
$233K +$27.6K +196 +13%
DCM
2106
DGS Capital Management
New Jersey
$231K +$245K +1,739 New
GA
2107
Greenspring Advisors
Maryland
$231K – – –
PWG
2108
Portside Wealth Group
Utah
$231K +$245K +1,736 New
SWA
2109
Strategies Wealth Advisors
Michigan
$230K -$22.7K -161 -8%
PWG
2110
Private Wealth Group
Florida
$230K -$22.4K -159 -8%
BFC
2111
Bedel Financial Consulting
Indiana
$230K – – –
DFG
2112
Dynamic Financial Group
Iowa
$230K – – –
ATFA
2113
All Terrain Financial Advisors
Minnesota
$229K – – –
BA
2114
Ballast Advisors
Minnesota
$229K -$7.89K -56 -3%
FWTB
2115
First Western Trust Bank
Colorado
$228K -$280K -1,984 -54%
HIG
2116
Heritage Investment Group
Florida
$228K – – –
PNC
2117
Park National Corp
Ohio
$228K – – –
CVM
2118
Cheviot Value Management
California
$228K – – –
OW
2119
Olistico Wealth
Oklahoma
$228K +$1.13K +8 +0.5%
HFS
2120
Hopwood Financial Services
Virginia
$227K -$2.11K -15 -0.9%
NRS
2121
Neville Rodie & Shaw
New York
$227K – – –
AGWCA
2122
Annis Gardner Whiting Capital Advisors
Florida
$227K +$81.2K +576 +51%
BAM
2123
Bayshore Asset Management
Florida
$225K -$438K -3,109 -65%
GWS
2124
Greykasell Wealth Strategies
California
$224K +$141 +1 +0.1%
IAMOG
2125
Investors Asset Management of Georgia
Georgia
$223K -$7.05K -50 -3%
83 84
85
86 87