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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
501
Clifford Swan Investment Counsel
California
$201K +$196K +8,430 New
CPO
502
Cerity Partners OCIO
New York
$200K +$195K +8,372 New
APSP
503
Asset Planning Services (Pennsylvania)
Pennsylvania
$190K +$790 +34 +0.4%
HPBT
504
High Point Bank & Trust
North Carolina
$181K – – –
RWM
505
Raffa Wealth Management
District of Columbia
$177K +$172K +7,400 New
TCCM
506
Timber Creek Capital Management
Massachusetts
$168K +$164K +7,068 New
CHC
507
City Holding Co
West Virginia
$159K +$1.25K +54 +0.8%
LWCFA
508
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K – – –
CAL
509
Capital Advisors Ltd
Ohio
$152K – – –
PG
510
Patten Group
Tennessee
$151K -$12.1K -522 -8%
FAM
511
Foresters Asset Management
Ontario, Canada
$147K – – –
WAM
512
Wealthspire Advisors (Maryland)
Maryland
$141K +$64.5K +2,778 +89%
ASN
513
Advisory Services Network
Georgia
$132K +$21K +902 +20%
WTC
514
WhitTier Trust Company
Nevada
$131K +$27.4K +1,180 +27%
FPFS
515
First Personal Financial Services
North Carolina
$130K – – –
KPCM
516
Kings Point Capital Management
New York
$130K – – –
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K -$9.29K -400 -7%
PFBT
518
Parkside Financial Bank & Trust
Missouri
$124K +$120K +5,170 New
TC
519
Trust Company
Kansas
$111K – – –
KTC
520
Kistler-Tiffany Companies
Pennsylvania
$109K -$4.88K -210 -4%
BBHC
521
Brown Brothers Harriman & Co
New York
$109K – – –
SNT
522
Security National Trust
West Virginia
$109K – – –
PMFA
523
Plante Moran Financial Advisors
Michigan
$108K +$67.8K +2,920 +183%
OSNBOA
524
Old Second National Bank of Aurora
Illinois
$105K – – –
KA
525
Klingman & Associates
New York
$102K – – –
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