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State Street SPDR NYSE Technology ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$972K
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$941K -$508K -2,902 -36%
KIA
28
KCM Investment Advisors
California
$909K
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$862K +$89.7K +513 +12%
QWM
30
Quadcap Wealth Management
Texas
$843K -$60.2K -344 -7%
PAS
31
Park Avenue Securities
New York
$808K
FIA
32
Foundations Investment Advisors
Arizona
$784K +$751K +4,296 New
Goldman Sachs
33
Goldman Sachs
New York
$766K +$734K +4,198 New
GAG
34
Goodman Advisory Group
Massachusetts
$761K -$42K -240 -5%
Brown Advisory
35
Brown Advisory
Maryland
$730K
CF
36
Centaurus Financial
California
$658K +$86.6K +495 +16%
IWM
37
IHT Wealth Management
Illinois
$656K +$50.9K +291 +9%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$651K -$28.2K -161 -4%
AWS
39
Atria Wealth Solutions
New York
$633K -$112K -639 -16%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$613K -$113K -646 -16%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$583K +$559K +3,197 New
AWM
42
Axxcess Wealth Management
California
$558K +$10.5K +60 +2%
JPLA
43
Joseph P. Lucia & Associates
New York
$524K +$72.4K +414 +17%
Truist Financial
44
Truist Financial
North Carolina
$517K -$2.97K -17 -0.6%
BFO
45
Biltmore Family Office
North Carolina
$493K
WI
46
Wintrust Investments
Illinois
$479K
AC
47
Avestar Capital
New York
$467K -$11K -63 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$461K +$442K +2,529 New
JP Morgan Chase
49
JP Morgan Chase
New York
$435K +$299K +1,711 +254%
EWM
50
Executive Wealth Management
Michigan
$427K +$407K +2,328 New