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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
2326
Helen Stephens Group
Texas
$254K +$228K +1,332 New
BFA
2327
Ballast Financial Advisors
Pennsylvania
$254K +$227K +1,331 New
EC
2328
Eaton-Cambridge
Arizona
$254K +$227K +1,331 New
PHWM
2329
Pine Harbor Wealth Management
Maryland
$253K +$227K +1,326 New
GP
2330
GLR Partners
Maryland
$252K +$226K +1,325 New
FB
2331
Fulton Bank
Pennsylvania
$252K +$226K +1,324 New
WCM
2332
Winthrop Capital Management
Indiana
$252K – – –
BC
2333
Barrett & Company
Rhode Island
$252K – – –
LA
2334
LWM Advisors
California
$251K +$225K +1,319 New
BHWM
2335
Beaird Harris Wealth Management
Texas
$251K – – –
GW
2336
Griffith & Werner
Georgia
$251K +$225K +1,318 New
VAM
2337
Virtue Asset Management
Illinois
$250K +$224K +1,312 New
GD
2338
Grandfield & Dodd
New York
$250K +$224K +1,310 New
FFA
2339
Fi3 Financial Advisors
Indiana
$249K +$154K +904 New
VWM
2340
Verus Wealth Management
Wisconsin
$249K +$223K +1,308 New
CFS
2341
Cannon Financial Strategists
Georgia
$248K +$223K +1,304 New
BBI
2342
Baxter Bros Inc
Connecticut
$247K +$222K +1,298 New
EWA
2343
Etesian Wealth Advisors
Oregon
$247K +$221K +1,294 New
RHP
2344
Royal Harbor Partners
Texas
$246K +$220K +1,290 New
AWMI
2345
Aegis Wealth Management (Iowa)
Iowa
$245K +$220K +1,285 New
RWP
2346
Revolve Wealth Partners
New Jersey
$244K +$219K +1,282 New
FSA
2347
Financial Sense Advisors
California
$244K -$718K -4,200 -77%
HIW
2348
Holos Integrated Wealth
Pennsylvania
$242K -$17.1K -100 -7%
SWM
2349
Shakespeare Wealth Management
Wisconsin
$242K +$217K +1,272 New
FPF
2350
First Pacific Financial
Washington
$242K +$14.4K +84 +7%
92 93
94
95 96