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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FS
2276
Financial Symmetry
North Carolina
$280K – – –
TW
2277
Traveka Wealth
California
$279K +$250K +1,465 New
HCMG
2278
Howard Capital Management Group
California
$279K +$250K +1,464 New
CCMI
2279
Creative Capital Management Investments
California
$278K -$8.54K -50 -3%
MS
2280
Monetary Solutions
Ohio
$278K – – –
MCM
2281
McRae Capital Management
New Jersey
$278K +$249K +1,460 New
LIM
2282
Letson Investment Management
Georgia
$276K +$247K +1,448 New
BHPW
2283
Beverly Hills Private Wealth
California
$276K +$247K +1,447 New
BBES
2284
Buffalo Business & Estate Services
New York
$274K – – –
HSWS
2285
Higgins & Schmidt Wealth Strategies
Colorado
$273K +$245K +1,432 New
CIAS
2286
CBIZ Investment Advisory Services
Ohio
$273K – – –
AWA
2287
Acumen Wealth Advisors
Tennessee
$272K +$5.47K +32 +2%
GCP
2288
Gill Capital Partners
Colorado
$272K – – –
EFG
2289
Elevated Financial Group
Indiana
$272K -$348K -2,037 -59%
FMTC
2290
Farmers & Merchants Trust Company
California
$271K +$243K +1,422 New
SWM
2291
Seed Wealth Management
Illinois
$271K +$243K +1,422 New
WIC
2292
Woodmont Investment Counsel
Tennessee
$271K +$243K +1,420 New
HHGA
2293
Halbert Hargrove Global Advisors
California
$269K +$145K +850 +151%
CPG
2294
Cornerstone Planning Group
New Jersey
$269K +$3.76K +22 +1%
AF
2295
Align Financial
Minnesota
$267K – – –
WF
2296
Whelan Financial
California
$267K +$240K +1,404 New
LA
2297
LM Advisors
California
$267K +$241K +1,409 New
DA
2298
Detalus Advisors
Missouri
$267K +$239K +1,401 New
CP
2299
Canopy Partners
Ohio
$267K +$239K +1,400 New
CI
2300
Ceera Investments
Texas
$267K +$239K +1,400 New
90 91
92
93 94