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State Street Technology Select Sector SPDR ETF
XLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
551
Patten Group
Tennessee
$451K -$4.63K -138 -1%
CWM
552
Catamount Wealth Management
Connecticut
$449K -$10.7K -318 -2%
TSWM
553
Triangle Securities Wealth Management
North Carolina
$449K – – –
IIA
554
IPG Investment Advisors
California
$444K +$7.93K +236 +2%
KCM
555
Karp Capital Management
California
$444K +$33.9K +1,010 +8%
RG
556
Rikoon Group
New Mexico
$441K +$465K +13,842 New
CL
557
Choreo LLC
Illinois
$440K +$18.7K +558 +4%
CFD
558
Creative Financial Designs
Indiana
$439K +$9.34K +278 +2%
FTI
559
Fiduciary Trust International
Massachusetts
$438K +$1.34K +40 +0.3%
NWP
560
Northstar Wealth Partners
Connecticut
$437K -$774K -23,040 -63%
IA
561
IFG Advisory
Georgia
$431K +$93.3K +2,778 +27%
WI
562
WrapManager Inc
California
$430K +$117K +3,472 +36%
AFP
563
Ausdal Financial Partners
Iowa
$421K -$48.8K -1,452 -10%
CWA
564
Clarus Wealth Advisors
Arizona
$420K -$5.84K -174 -1%
HCM
565
Hall Capital Management
Rhode Island
$420K – – –
TAM
566
Tocqueville Asset Management
New York
$414K +$1.68K +50 +0.4%
EA
567
Elm Advisors
California
$412K – – –
SFSIG
568
San Francisco Sentry Investment Group
California
$404K +$17.3K +514 +4%
WWM
569
Windsor Wealth Management
Indiana
$404K +$415K +12,360 New
FIM
570
Fernwood Investment Management
Massachusetts
$403K +$6.04K +180 +1%
BJ
571
Brouwer & Janachowski
California
$401K – – –
BP
572
Ballentine Partners
Massachusetts
$400K -$63.9K -1,904 -13%
WT
573
Whittier Trust
California
$397K -$72.1K -2,148 -15%
BWA
574
BDO Wealth Advisors
Florida
$396K -$10.1K -300 -2%
PWM
575
Perigon Wealth Management
California
$395K – – –
21 22
23
24 25