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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2201
Wealth Management Associates
New Jersey
$316K +$342 +2 +0.1%
IWA
2202
Invera Wealth Advisors
Oregon
$316K +$14.4K +84 +5%
WHCI
2203
W.H. Cornerstone Investments
Massachusetts
$316K -$3.42K -20 -1%
IPWA
2204
International Private Wealth Advisors
California
$316K -$85.3K -499 -23%
NAMM
2205
NorthStar Asset Management (Massachusetts)
Massachusetts
$315K – – –
SRWM
2206
Shira Ridge Wealth Management
California
$315K – – –
EAP
2207
Elevation Advisory Partners
Florida
$313K -$729K -4,267 -71%
SAMT
2208
Select Asset Management & Trust
Pennsylvania
$312K – – –
CWG
2209
Crown Wealth Group
North Carolina
$312K -$38.3K -224 -12%
LFASL
2210
Lugano Financial Advisors SA (LFA)
Switzerland
$310K – – –
BB
2211
Bell Bank
North Dakota
$309K +$4.96K +29 +2%
TC
2212
Tannin Capital
North Carolina
$309K -$1.54K -9 -0.6%
FWM
2213
FMB Wealth Management
California
$308K – – –
SIG
2214
Sargent Investment Group
Maryland
$307K +$275K +1,609 New
IIWM
2215
Investment Insight Wealth Management
New York
$306K -$2.56K -15 -0.9%
LWP
2216
LMG Wealth Partners
Louisiana
$306K – – –
PIWA
2217
Prevail Innovative Wealth Advisors
Kansas
$306K +$274K +1,605 New
AFG
2218
Albion Financial Group
Utah
$305K – – –
MMA
2219
Mizuho Markets Americas
New York
$305K -$666K -3,900 -71%
SFWC
2220
Strategic Family Wealth Counselors
New Jersey
$305K – – –
AGWCA
2221
Annis Gardner Whiting Capital Advisors
Florida
$305K -$18.6K -109 -6%
WFAG
2222
Wescott Financial Advisory Group
Pennsylvania
$304K -$43.2K -253 -14%
AWM
2223
Angeles Wealth Management
California
$304K -$335K -1,960 -55%
FA
2224
Fiducient Advisors
Illinois
$304K +$171 +1 +0.1%
WAG
2225
Wallace Advisory Group
California
$303K – – –
87 88
89
90 91