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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
501
Covington Capital Management
California
$705K – – –
RWMH
502
Riverpoint Wealth Management Holdings
Illinois
$697K +$282K +8,324 +59%
ATC
503
Adirondack Trust Company
New York
$690K -$20.3K -600 -3%
PCA
504
Peddock Capital Advisors
Massachusetts
$684K -$45.7K -1,350 -6%
CT
505
Cambridge Trust
Massachusetts
$681K +$407K +12,046 +121%
EB
506
Eastern Bank
Massachusetts
$680K -$95.7K -2,828 -11%
BAM
507
Belpointe Asset Management
Nevada
$673K -$58.4K -1,728 -7%
SCG
508
Sonata Capital Group
Washington
$671K -$33.8K -1,000 -4%
SCM
509
SOL Capital Management
Maryland
$664K – – –
CT
510
Chicago Trust
Illinois
$659K -$24.3K -718 -3%
AFNAS
511
American Financial Network Advisory Services
California
$651K -$111K -3,280 -14%
DAS
512
Dynamic Advisor Solutions
Arizona
$647K -$2.14M -63,236 -76%
CAC
513
Certified Advisory Corp
Florida
$641K +$229K +6,768 +49%
MTIM
514
Marathon Trading Investment Management
Pennsylvania
$626K +$683K +20,200 New
GPC
515
Glacier Peak Capital
Washington
$620K +$676K +20,000 New
MA
516
Mutual Advisors
Nebraska
$618K -$1.21M -35,848 -64%
FI
517
FormulaFolio Investments
Michigan
$604K – – –
TA
518
Tiedemann Advisors
New York
$604K +$445K +13,144 +207%
G
519
GenTrust
Florida
$600K +$259K +7,650 +65%
DHFB
520
Dixon Hubard Feinour & Brown
Virginia
$599K -$124K -3,680 -16%
RG
521
Rikoon Group
New Mexico
$575K +$26.2K +776 +4%
DWM
522
Dorchester Wealth Management
Quebec, Canada
$573K -$67.7K -2,000 -10%
BFC
523
Blue Fin Capital
Rhode Island
$570K +$623K +18,404 New
WC
524
Whitney & Co
New York
$568K +$533K +15,758 +1,573%
SB
525
Strategic Blueprint
Georgia
$559K +$610K +18,042 New
19 20
21
22 23