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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
526
Whittier Trust
California
$314K -$451K -17,512 -60%
IAA
527
Independent Advisor Alliance
North Carolina
$314K +$305K +11,832 New
LCM
528
LVM Capital Management
Michigan
$307K – – –
FIM
529
Fernwood Investment Management
Massachusetts
$302K – – –
AAS
530
Annex Advisory Services
Wisconsin
$297K -$103K -4,000 -26%
RCM
531
Radnor Capital Management
Pennsylvania
$296K – – –
ATC
532
Adirondack Trust Company
New York
$295K -$3.56K -138 -1%
BAM
533
Brave Asset Management
New Jersey
$293K – – –
MMA
534
Miracle Mile Advisors
California
$287K +$277K +10,766 New
SIC
535
Sigma Investment Counselors
Michigan
$286K -$282K -10,932 -50%
CFC
536
Coyle Financial Counsel
Illinois
$277K -$41.8K -1,620 -13%
CFG
537
Citizens Financial Group
Rhode Island
$276K -$104K -4,042 -28%
BA
538
Boston Advisors
Massachusetts
$275K +$266K +10,320 New
WS
539
Wedbush Securities
California
$274K +$17.6K +684 +7%
BP
540
Ballentine Partners
Massachusetts
$271K -$769K -29,848 -75%
SFG
541
SNS Financial Group
Minnesota
$270K +$85.5K +3,318 +48%
PAM
542
Peak Asset Management
Colorado
$267K – – –
SFM
543
Signet Financial Management
New Jersey
$265K -$98.8K -3,832 -28%
EFS
544
Essex Financial Services
Connecticut
$265K +$256K +9,938 New
AEPG
545
American Economic Planning Group
New Jersey
$259K +$979 +38 +0.4%
FNBT
546
FineMark National Bank & Trust
Florida
$259K +$85.9K +3,332 +52%
OMC
547
Overbrook Management Corp
New York
$258K -$1.52M -59,116 -86%
SFG
548
StrategIQ Financial Group
Indiana
$258K +$515 +20 +0.2%
NL
549
NWAM LLC
Washington
$252K -$104K -4,050 -30%
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$251K – – –
20 21
22
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