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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2351
Wealth Effects
Massachusetts
$242K +$217K +1,269 New
BA
2352
Bluesphere Advisors
Pennsylvania
$242K +$217K +1,268 New
SFS
2353
Strategic Financial Services
New York
$241K +$216K +1,267 New
BAMG
2354
Brand Asset Management Group
Missouri
$241K +$216K +1,266 New
SWM
2355
StoneCrest Wealth Management
Arizona
$241K +$216K +1,265 New
CWAI
2356
Core Wealth Advisors (Indiana)
Indiana
$241K -$90.9K -532 -30%
SA
2357
Seneschal Advisors
Washington
$240K +$215K +1,260 New
ACM
2358
Argyle Capital Management
Pennsylvania
$240K +$215K +1,260 New
W
2359
WealthCollab
Washington
$240K +$57.1K +334 +36%
SIC
2360
Schwartz Investment Counsel
Michigan
$239K +$215K +1,256 New
PCI
2361
Planning Center Inc
Illinois
$239K +$214K +1,253 New
PWM
2362
Peak Wealth Management
New Hampshire
$239K +$214K +1,253 New
IAG
2363
Investment Advisory Group
Massachusetts
$239K +$214K +1,252 New
GWS
2364
Greykasell Wealth Strategies
California
$238K -$74.5K -436 -26%
KLI
2365
Kelman-Lazarov Inc
Tennessee
$238K +$214K +1,250 New
MWM
2366
Marietta Wealth Management
Georgia
$237K +$213K +1,246 New
CWM
2367
Carolina Wealth Management
North Carolina
$236K +$212K +1,240 New
BAM
2368
Bellevue Asset Management
Washington
$236K – – –
QHA
2369
Quarry Hill Advisors
Minnesota
$236K +$211K +1,237 New
BWFA
2370
Baltimore-Washington Financial Advisors
Maryland
$235K +$211K +1,233 New
MFS
2371
Madrona Financial Services
Washington
$235K +$211K +1,232 New
MSA
2372
Marino Stram & Associates
Massachusetts
$235K +$211K +1,232 New
AWA
2373
Aaron Wealth Advisors
Illinois
$234K +$210K +1,230 New
SFS
2374
Summit Financial Strategies
Ohio
$234K +$210K +1,230 New
PAM
2375
Pegasus Asset Management
New York
$234K +$209K +1,226 New
93 94
95
96 97